[Exclusive Training] - 3 Steps To Create a Virtual Family Office Experience

February 12, 2021 | By Elite Resource Team
Financial Advisors

We’ve received a lot of questions from advisors about, “Virtual Family Offices.” 

What is it? 
Can it help your business? 
How do you set one up? 
What do CPA partnerships have to do with them? 

In this video we tried to address all of those questions, amongst a number of other best practices. 

If you’re a wealth manager, insurance agent, or accountant, it’s good to be aware of these opportunities.