VFO Fast Track New

Advisors Have Grown Over 100% Year Over Year

Advisor 1

38 years old
Started as sole proprietor financial planning firm
Began working with ERT in 2022
2021 Revenue= $150,000
2023 Revenue= $1,800,000
2025 Revenue = $10,800,000

Advisor 2

56 years old
Started as sole proprietor financial advisor
Began working with ERT in 2021
2021 Revenue= $160,000
2023 Revenue= $550,000
2055 Revenue = $1,100,000

Advisor 3

45 years old
Started as sole practitioner financial advising firm
Began working with ERT in late 2021
2021 Revenue = $30,000
2023 Revenue= $300,000
2025 Revenue = $820,000

Revenue

Our Proven 5-Step VFO Process

Step 1: Identify:

We help you review your existing client list to identify new revenue opportunities within your current book of business.

Step 2: Contact:

We provide scripts and templates to invite your ideal clients into the VFO process.

Step 3: Engage

We attend client meetings with you and facilitate the majority of the Virtual Family Office presentation.

Step 4: Close

We help you close VFO deals by handling objections and presenting fees.

Step 5: Earn

You earn revenue share from new VFO specialist work, in addition to 100% of your traditional AUM & insurance business.

WHAT IS A VIRTUAL FAMILY OFFICE (VFO)?

A Virtual Family Office brings together professionals across multiple disciplines, all collaborating in a virtual environment to deliver comprehensive, coordinated advice for your clients. It's the same concept as the family offices used by billionaire families like the Rockefellers, Bezos, and Waltons, but accessible to your mass affluent, high-net-worth, and successful business owner clients.

We have the largest Virtual Family Office in North America.

Virtual Family Office

Five Areas of the VFO

Tax Planning

Mitigate income tax, capital gains, estate tax planning, cash balance plans, tax credits, opportunity zones, and more.

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Wealth Management

Investment accounts, 529s, 401(k)s, real estate, alternative investments, and comprehensive wealth strategies.

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Legal Services

Estate plans, trusts, wills, entity selection, buy-sell agreements, mergers & acquisitions.

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Risk Management

Life insurance, annuities, P&C, captive insurance, and comprehensive risk strategies.

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Business Advisory

Company culture, leadership development, KPIs, business optimization, exit planning.

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WITHOUT a VFO

Limited to services you personally offer
Miss revenue opportunities outside your expertise
Clients seek help elsewhere for complex needs

WITH a VFO

Offer comprehensive family office services
Capture new revenue from VFO specialist work
Become your client's central point of contact

Our Done-With-You Approach Includes:

3.5 Hours of Condensed Training

Boiled down from 90+ hours of content to the most effective strategies

New Revenue Opportunities

You can earn revenue share from new VFO specialist work, in addition to 100% of your traditional AUM & insurance business.

Proprietary Client Scripts

Exactly what to say to set up meetings and introduce us as your team

Our Team Attends With You

We lead the majority of the presentation, handle objections, and close for you

Your Own Dedicated Support Team

A Member Success Manager and Proactive Coordinator work behind the scenes to make sure nothing falls through the cracks.

Access to 75+ VFO Specialists

Vetted professionals across tax, legal, risk, wealth, and business advisory

Frequently asked questions

What is the time commitment of VFO Fast Track?

The program is specifically designed for busy advisors. All we ask is for you to commit just 2 per week.

How long before I make money?

We can’t guarantee anything, but the average time to generate revenue is 39 days from the start of the program.

What if I don’t have high-net-worth clients?

The VFO model works with mass affluent clients too ($250k+ income, $250k-$500k assets). You likely have opportunities in your current book you haven't identified yet—that's exactly what we help you find.

Do I need to learn all five areas of the VFO?

No. You don't need to become an expert in tax planning, legal, business advisory, etc. That's what our 75+ specialists are for. You just need to know how to identify opportunities and introduce clients to the right specialist.

Is this compliant?

Advisors retain 100% of revenue from all regulated activities:

Assets Under Management (AUM) fees
Financial planning fees
Life insurance commissions
Annuity commissions
All other securities and traditional insurance product compensation

There is no revenue sharing arrangement on securities transactions, traditional insurance products, or advisory services. VFO specialist revenue (for services outside the advisor's core offering) may be shared with an accountant partner, and with the advisor if compliance allows.

Can you give a clarification of the legal entity or entities involved and the relationship between Elite Resource Team and the Advisor?

Elite Resource Team (ERT) is a business development and facilitation services company based in San Diego, CA. ERT is NOT an RIA, Broker-Dealer, or IMO. There is no legal partnership, joint venture, or agency relationship between ERT and the advisor. The advisor is simply a customer purchasing ERT's training and access to their VFO. In addition, VFO Services Inc. is a related company that was created to service an end-user client’s VFO experience.

Can you give a detailed description of the advisor’s role and day-to-day responsibilities associated with this activity?

The advisor’s role is limited to: (1) completing ERT's 3.5-hour training on the VFO, (2) attending meetings with clients along with ERT staff to discuss strategic VFO services. All other client-facing work and regulated activities continue through the advisor’s normal channels under existing supervision. Time commitment is designed to be 2 hours per week.

Can you give confirmation of whether there is any direct or indirect compensation or economic benefit (including referral fees, revenue sharing, future compensation, or non-cash benefits)?

The advisor pays ERT a fixed program enrollment fee for their services. When VFO Specialist services are utilized (tax planning, business advisory, etc.), ERT offers to share in that specialist fee revenue with the advisor. However, that is completely optional and up to each individual advisor or advisor’s compliance team to determine. Additionally, ERT does not participate in or receive any portion of the advisor’s AUM fees, financial planning fees, insurance commissions, or any other regulated product compensation — the advisor retains 100% of all such revenue. There are no referral fees paid to anyone for client introductions.

Advisors Have Grown Over 100% Year Over Year

Concerned About Compliance Restrictions?

What Advisors Are Saying

Learn More About How to Leverage a
Virtual Family Office

WHAT IS A VIRTUAL FAMILY OFFICE (VFO)?