Master The Elite Model

2026 Virtual Family Office and CPA Partnership Kickstart

Thursday, January 29th & Friday, January 30th
9am - 12pm PST | 12pm - 3pm EST

Get a clear action plan for the next 90-days so you have everything you need to execute in 2026!

Live Virtual Event
Register Below

Join us for two back-to-back workshops! 

During this live training you’ll hear from successful advisors who are implementing the VFO model and working with CPAs. You’ll get a clear step-by-step plan on how you can make 2026 your most successful year yet. Advisors are welcome to attend either or both days - depending on your goals for 2026!

Day 1: Understanding & Leveraging
Your Virtual Family Office

Session 1: VFO Foundations 

The structure, roles, and workflow. How it all fits together inside your practice.

Session 2: The 5 Pillars That Generate Revenue

Tax planning, risk mitigation, wealth management, legal services, business advisory. 

Session 3: Finding Opportunities in Your Client Files 

Where to look, what to flag, and why you don't have to do the heavy lifting yourself.

Session 4: How Top Performers Are Using the Virtual Family Office

Hear from 3 advisors who've successfully used our VFO to generate real results.

Day 2: Understanding & Securing
CPA Partnerships

Session 1: The CPA Partnership Framework 

Why CPAs want structure and how to position yourself as the one they actually want to work with.

Session 2: How to Find the Right CPAs 

Exactly what to say, when to say it, and how to move from introduction to active partnership. 

Session 3: Building a Repeatable Partnership Pipeline 

How to turn one CPA relationship into a steady flow of client introductions week after week.

Session 4: How Top Advisors Are Securing New CPA Partnerships 

Hear from 3 advisors who've built profitable CPA relationships through our model.

Live Q&A to close each day

Bring your questions. Get them answered. Leave with a clear action plan for the next 90-days.

Register Now
This Workshop Is For You If:
  • You want to better understand how everything fits together with a VFO or CPA Partnerships
  • You've been through training but haven't taken action yet, and want a reset
  • You've already had success with ERT and want to sharpen your approach or catch what you missed
  • You want a clear 90-day roadmap to start strong in 2026
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What Advisors Are Saying

"I came to realize that I could outsource responsibilities to the Facilitators in addition to my own Coordinator, multiplying my capacity... Stop trying to make the VFO 'fit into your practice'... and evolve your practice into a VFO!"

— Enyi Kanu

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Every attendee will get access to all the slides of each session plus a recording of the event! 
Screen Shot 2025-12-30 at 10.39.14 AM
Every attendee will get access to all the slides of each session plus a recording of the event! 
Anton

About Your Host 

Anton Anderson and the Elite Resource Team have helped over 1,200 advisors and accountants implement the Virtual Family Office model. As the co-author of two Amazon best-sellers including The Art of Collaboration, Anton's mission is helping advisors deliver more value to clients, generate more meaningful profit, and truly enjoy their work.

Know Someone Who Should Be Here?

Do you have a colleague who's been curious about Virtual Family Offices or CPA partnerships? Perfect, invite them. This is a great event to see the full picture.

Register Now