The Roadmap to Doubling Your Profit with a Virtual Family Office & CPA Partnerships

Thursday, November 6th | 11am - 4pm EST

Hosted By: Anton Anderson | CEO at Elite Resource Team

Live Virtual Event
Fill out the form to register:

While most advisors chase referrals and burn through marketing budgets, the most successful advisors are leveraging Virtual Family Office strategies to close 72% of prospects and generate an additional $11,232 average revenue per client.

We are not an RIA, broker-dealer, or IMO. We don't participate in AUM, financial planning fees, or insurance commissions. Instead, we've pioneered a completely different revenue model through Virtual Family Office services.

This exclusive one-day virtual event reveals the exact systems advisors are already using to secure profitable CPA partnerships and build sustainable revenue streams—completely outside the traditional industry revenue models and without traditional marketing.

📢 Elite Advisor Insider Panel:

Hear directly from top advisors who've transformed their practices using a Virtual Family Office model. Get raw insights on landing $5M rollovers, $100K annual premiums, and building practices that run without constant marketing.

🌏 The Virtual Family Office Revolution:

Discover how family office strategies once reserved for billionaires are now accessible to your clients—and how advisors are using this shift to dominate their markets and escape commoditized investment management.

🏠 The 5 Pillars of a Virtual Family Office:

See exactly how to leverage tax planning, risk mitigation, wealth management, legal services, and business advisory to create multiple revenue streams. Includes actual case studies of advisors earning significant extra revenue from single planning engagements.

🔌 Power Hour - Meet Virtual Family Office Specialists:

Get exclusive access to 5 vetted VFO specialists covering business advisory, legal services, risk mitigation, tax planning, and wealth management.

🗺️ Your Roadmap to New VFO Revenue in 45 Days:

Get the complete roadmap for our Virtual Family Office and Partnership Fast Track programs—including how we attend meetings WITH you, handle 95% of the presentation, and help you close 7 out of 10 prospects.

🔍 The 2025 Advisor Client Acquisition Blueprint:

Discover how to access done-for-you marketing VFO multi-channel campaigns—including our accountant lead magnet system and business owner case studies that keep your pipeline consistently full.

👣 Q4 Step-by-Step Action Plan for Advisors:

Discover the exact moves to make now to close new deals and secure revenue before year-end. We'll map out your week-by-week action plan to land at least one new VFO client before the calendar turns to 2026.

💸 How to Form Profitable CPA Partnerships that Generate 1-2 Client Introductions Every Week:

Learn the exact conversation framework that converted 147 out of 172 CPAs into active partners. We'll show you exactly how to position yourself as their go-to wealth advisor.

⭐Free Bonus⭐
Exclusive Free Resources for All Attendees:

✅ One-Pager to Help Secure CPA Partnerships
✅ 5-Step Accountant Partnership Process Guide
✅ Marketing Campaign to Attract Business Owners
✅ Marketing Campaign for Advisors to Attract CPA Partners
✅ 7-Day Access to Financial Collaborators Platform
✅ Complete Event Recording
✅ Slide Deck of Entire Event