Elite Marketing Services Interest Form

Elite Marketing Services: Automated, Done-For-You Marketing That Speaks the Language of
High-Net-Worth Clients

Why Elite Marketing Services is Different:

Industry-Specific Content:
Unlike generic marketing platforms, our campaigns are crafted specifically for Virtual Family Office messaging across all five VFO service areas

Proven to Convert:
Copy and campaigns tested with over 1,200 successful advisors who use the VFO model

No Learning Curve:

From "done-for-you" campaigns to easy customization options, no marketing expertise required

Complete Virtual Family Office
Marketing System

Strategic Landing Pages

Create multiple high-converting landing pages with VFO-specific messaging that speaks directly to high-net-worth clients and potential CPA partners.

Multi-Channel Social Media Campaigns

Ready-to-use social posts tailored for financial advisors and accountants across Facebook, LinkedIn, Instagram, and X - all pre-written to attract your ideal VFO clients.

Lead-Generating White Papers

Professionally written resources covering all five VFO specialty areas (Tax Planning, Risk Mitigation, Wealth Management, Legal Services, Business Advisory) to establish your credibility.

Revenue-Generating Email Campaigns

Build relationships, generate revenue, and keep your name front of mind — with a little help from easy-to-make emails. Unlike other platforms, use your own domain to reduce spam.

Full Reporting & Metrics

See what’s working and what’s not with the ability to track your success in real time.

Text Message Capabilities

Own the smartphone by adding texting to your marketing strategy.

Elite Marketing Services Options

Marketing Lite

The Essential VFO
Marketing Foundation
Free of Charge for Catalyst, Accelerator or Fusion Members

Includes:

Access to Google Drive of Campaign Content Designed to Attract & Educate Potential CPA partners, Clients, Successful Business Owners & HNW Individuals
Weekly Marketing Support Calls
Upgrade to Core or Max at any time

Marketing Core

Uplevel Your VFO Marketing
Between $100-$200
Per Month
(or paid via Growth Credits)

Includes:

Access to Google Drive of Campaign Content Designed to Attract & Educate Potential CPA partners, Clients, Successful Business Owners & HNW Individuals
Weekly Marketing Support Calls
Membership to Elite Marketing Platform 2.0 Constant Contact Account
12 Months of Proactivity Weekly Email & Video Campaigns
1-on-1 Support Available on an A La Carte Basis

Marketing Max

Complete VFO Marketing Mastery
Between $400-$500
Per Month
(or paid via Growth Credits)

Includes:

Access to Google Drive of Campaign Content Designed to Attract & Educate Potential CPA partners, Clients, Successful Business Owners & HNW Individuals
Weekly Marketing Support Calls
Membership to Elite Marketing Platform 2.0 Constant Contact Account
12 Months of Proactivity Weekly Email & Video Campaigns
(2) 30-min Meetings per Month (or equivalent) to Discuss Results & New Initiatives
“Done-for-You” 12 Months of Proactivity Weekly Email & Video Campaigns
(1) VFO Specialist Campaign per Month
(5) Additional Branded Campaigns Launched for You Throughout the Year
Additional 1-on-1 Support Available on an A La Carte Basis (Includes Additional Campaigns & Custom Marketing Materials)