Must Attend Event for Wealth Managers
Join Us at Elite Growth Academy: A Unique Opportunity for Advisors and CPAs
Hey everyone, Anthony Anderson here, co-founder of Elite Resource Team, and I’m excited to share with you what’s in store for our upcoming Elite Growth Academy.
Experience Elite Growth Academy
Elite Growth Academy is held in the heart of downtown San Diego, and it offers an incredible opportunity for financial advisors, CPAs, and other professionals to come together. It’s a dynamic event packed with insightful sessions from top speakers, thought leaders, and technical specialists.
This event focuses on cutting-edge topics like:
- High-income tax planning
- Opportunity zones
- Estate planning
- Proactive planning strategies
- The latest in staffing solutions, mergers and acquisitions, and more
A Perfect Blend of Learning and Networking
At the event, you’ll get to attend engaging keynotes and breakout sessions, covering a wide range of topics. We have thought leaders speaking on everything from personal branding to mindset strategies, as well as technical experts discussing tax law changes and how to prepare for what's ahead.
You’ll also have the chance to participate in networking lunches, breakfasts, and happy hours with specialists from the Virtual Family Office. These informal conversations often lead to career-changing insights and long-term relationships.
Why You Should Attend
The Elite Growth Academy is not just about learning—it’s about transforming your practice and unlocking new opportunities. By joining us, you’ll:
- Connect with top professionals in your field
- Gain actionable strategies for building stronger CPA-advisor partnerships
- Learn how to scale your business through proactive, holistic planning
- Have the chance to discuss your toughest challenges with experts who can provide real solutions
Whether you attend in person or virtually, you’ll receive professional recordings of all the sessions, so you don’t miss out on any valuable content.
The Future of CPA-Advisor Partnerships
Since 2009, I’ve dedicated my career to fostering CPA-advisor partnerships, and there’s never been a better time to get involved. The demand for proactive planning has skyrocketed, and clients now expect more comprehensive solutions. The window of opportunity is open, but it won’t last forever.
This is your chance to be at the forefront of this transformation. With the market still fresh and the Virtual Family Office model gaining traction, now is the perfect time to establish yourself as a leader.
Don’t Miss Out on This Opportunity
If you want to take your business to the next level, Elite Growth Academy is where it happens. Meet industry leaders, build valuable connections, and gain the tools you need to thrive in a blue ocean of opportunity.