Must Attend Event For Wealth Managers and Accountants

October 13, 2021 | By Elite Resource Team

Financial Advisors

Less than a month away from our Elite Growth Academy!

If you are an advisor or accountant and you are not working with a team of advanced planning specialists across the five disciplines of a Virtual Family Office (Tax Planning, Legal, Wealth Management, Risk Mitigation, and Business Advisory) then not only are you underserving your clients, but you are also not maximizing your business potential.

What you will get from this conference

Powerful presentations from successful advisors, CPAs, and business experts across the five disciplines of a Virtual Family Office.
Panel discussions designed to dive deeper into the most important issues.
Access to systems, best practices, and people who can help you build strong professional alliances.
Insights on how to build a more powerful, resilient, and relevant business.
Tips to create more connection and value for high net worth clients.
Tools to drive your development as a leader and to scale your client acquisition activities.

Leveraging our Virtual Family Office
When you consider your “mass affluent” and “affluent” clients’ needs, the vast majority will fall into one of five disciplines:

Tax Planning
Legal
Wealth Management
Risk Mitigation
Business Advisory

We have spent the last 15 years building a team of experts in each of these areas. At the EGA you will have a chance to not only meet many of these team members, but also learn best-practices from industry thought-leaders on how to leverage them in your business to maximize your potential.

What it will help you become

The Elite Growth Academy is designed to not only help you become a better advisor or accountant, but also a better leader and business owner. With the knowledge and tools you gain from this event, you will be equipped to build a truly remarkable business that can scale rapidly and sustain long term growth. Most importantly, you will become a business leader capable of developing rewarding professional alliances and an elite 21st century practice.