We Help Advisors Generate More Revenue Without Paying for Leads, Dinner Seminars, or Waiting on Referrals
Expand your services and generate recurring revenue without spending a dollar on marketing.
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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.
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
