Elite Advisor Academy

The Elite Advisor Academy is a game-changer for financial advisors like you who are looking to take their practice to the next level.

You'll dive into the world of collaborative opportunities with CPAs and learn how to seamlessly integrate a Virtual Family Office into your practice. It's all about empowering you with the knowledge and strategies you need to succeed!

Register for Our Elite Advisor Academy
Here's a look at some of the things we'll cover over these

1. Rock-solid Partnerships - Discover the secrets to building strong alliances with CPAs. We'll share insider tips on how to maximize client value and open up exciting new avenues for your practice.​

2. Embrace the Virtual Family Office - Explore the incredible potential of using our VFO. Learn how they can transform client experiences, streamline operations, and deliver comprehensive services tailored to your best clients.​

3. Expert Strategies and Techniques - Gain insights from top industry experts. Their practical advice will equip you to navigate the ever-changing financial landscape with confidence.

4. Connect and Collaborate - Network with a dynamic community of fellow financial advisors who share your ambition and vision. Forge new relationships, explore potential partnerships, and discover opportunities for growth.


Date:   6/21/2023 - 6/23/2023

Time:   8am PST - 12pm PST (11am EST - 3pm EST)

​Location:   Virtual

​Cost:   FREE

Register for Our Elite Advisor Academy