How Top Advisors Double Profits by Leveraging CPA Partnerships & a
Virtual Family Office

Get the Advising Blueprint that Leads to New Revenue in Just 45 Days

The Old Way

  • Asking/begging for referrals
  • Buying leads
  • Hosting dinners
  • Selling 1-off investments and insurance products
  • Not working holistically with industry partners (CPAs, business advisors, tax attorneys, etc)
  • Lower Margin
  • Lower value to client
  • Always worried about clients leaving

The New Way

  • Provide more value to existing clients with proactive planning
  • Addressing unmet needs of the market
  • Giving clients what they actually want vs. what you've been told to sell them
  • Working with better and fewer clients intentionally
  • Higher value to client
  • Higher profit per client
  • Happier, stickier clients

Want to ditch cold leads forever and not worry about hunting for referrals ever again?

Watch Video Now
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Did you know there is a specific, yet unconventional financial advisory firm model that can completely replace the way you’ve been trying to grow your business?

It’s a proven process that gets you:

  • 70-80% closing ratios with warm, pre-qualified leads
  • Larger AUM rollovers and bigger clients
  • A steady stream of high-quality prospects without the marketing hamster wheel
  • An ecosystem of services that clients won't want to leave

Watch the short video and we’ll begin to show you how this system provides you a proven way to get 1-2 new client introductions per week from an ideal CPA partner—that’s NOT referral based.

Frequently asked questions

Frequently asked questions ordered by popularity. Remember that if the visitor has not committed to the call to action, they may still have questions (doubts) that can be answered.

Isn't partnering with CPAs difficult? They're protective of their clients.

Our system teaches you exactly how to approach CPAs in a step-by-step way. We teach you how to create revenue partnerships that benefit both you and the CPA, making them eager to work with you. We can even introduce some of them to you so you don’t even have to reach out!

I've tried new marketing strategies before. How is this different?

It's not about organizing dinners, buying leads, or setting up referral agreements. Unlike traditional marketing, our system focuses on building strategic partnerships that provide a steady stream of pre-qualified leads for you to work together as a team. 

I'm already successful. Why should I change my approach?

Even successful advisors find our proven system valuable for finding additional revenue opportunities within their existing client base, improving client retention, and attracting higher-net-worth clients. 

Is this compliant?

We’ve worked with advisors from the most lenient independent firms to the most restrictive larger firms, and it always gets approved. Sometimes there may be limitations on what you can do, but we have letters you can send to your team. Some advisors can’t share in revenue with the VFO experts, but that’s ok because your main objective is the CPA relationships. There are other ways to benefit from VFO business than in sharing revenue, which we will show you!

What if I don't have experience working with CPAs or other professionals?

Our comprehensive training program covers everything you need to know, from initiating contact to maintaining productive partnerships. No prior experience is necessary.