Increase Advisor Revenue Without Costly Marketing

Elite Catalyst on an iPad

Why Choose Elite Resource Team?

Elite Resource Team provides the proven methodology, guidance and expertise you need to be able to generate more revenue for your firm by creating profitable partnerships with CPAs and utilizing our Virtual Family Office team of 75+ Specialists.

Your dedicated Member Success Manager will help get you started on the path to making more revenue in just 45 days* by reviewing your existing client list and looking for revenue-generating opportunities that are quick-wins.

When you work with our team of Virtual Family Office Specialists, you not only are helping your clients create more wealth through tax savings, business optimization or investments, just to name a few strategies we support, but you also share in the revenue generated from those activities, which helps your firm grow faster.

^{*If you enroll in our Fast Track program.}

Elite Clients Have Seen These Results

Elite clients grew their firms over 100% year over year. Here are some examples of real firms that have worked with us:

Advisor 1

45 years old
Sole proprietor financial advising firm
Started with ERT in late 2021
2021 Revenue = $30,000
2022 Revenue= $40,000
2023 Revenue= $300,000

Advisor 2

56 years old
Sole proprietor financial advisor
Started with ERT in 2021
2021 Revenue= $160,000
2022 Revenue= $280,000
2023 Revenue= $550,000

Advisor 3

38 years old
Sole proprietor financial planning firm
Started with ERT in 2022
2021 Revenue= $150,000
2022 Revenue= $980,000
2023 Revenue= $1,800,000

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Revenue

What You Get with Elite Resource Team

25+ Hours of Expert Video Training

on How to Build Profitable CPA Relationships to Accelerate Growth

Access to 75+ Virtual Family Office Specialists

to Expand Your Services and Share in Revenue

Add Virtual Family Office Specialists to Your Website

to Enhance Your Firm's Offerings & Reputation

Proactive Planning Platform

to Easily Identify New Revenue Generating Opportunities

Elite Marketing Services

to Automate Lead Generation with Pre-Loaded Marketing Campaigns

Membership to Our Community

to Collaborate, Share, And Get Advice & Support from Like-Minded Advisors

Live Collaboration Calls 2x Weekly

to Talk Through Challenges In Real Time with Seasoned Experts

Weekly Client Case Calls

to Get 1:1 Analysis and Advice on Advanced Planning Opportunities

Growth Credit Marketplace

to Add Marketing Services or Coaching to Your Membership At Any Time