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Elite Resource Team Teaching Financial Advisors how to differentiate themselves by working collaboratively with CPAs

Elite Resource Team teaches Financial Advisors how to truly differentiate themselves by working with CPAs in a proven and efficient system.

A good Accountant gets asked questions that have very little to do with preparing a tax return.- A business owner wants ...
10/19/2026

A good Accountant gets asked questions that have very little to do with preparing a tax return.

- A business owner wants to know whether their retirement plan still makes sense.
- A client is getting ready to sell a company.
- Someone has concerns about protecting assets.
- Another client has never updated an estate plan that was created 19 years ago.

You may be the person they ask because you already understand their business and their tax situation. But that doesn’t mean you should be expected to solve every problem yourself.

In many cases, recognizing that a client needs deeper expertise is exactly what good advisory work looks like. The question is knowing WHEN it is time to bring someone else into the conversation.

Here are seven situations Accountants should watch for to bring in more expertise for a client: https://hubs.li/Q04zbJm-0

10/16/2026

From managing money at a big bank to holistic planning…Rahim D. calls his move life changing.

He can now help successful business owners who need tax planning.

If you’re an Advisor or Accountant and want to see how to leverage a Virtual Family Office, learn more at https://hubs.li/Q04zbD2h0

The idea of a Virtual Family Office makes sense pretty quickly if you really think about it. Because instead of trying t...
10/14/2026

The idea of a Virtual Family Office makes sense pretty quickly if you really think about it.

Because instead of trying to personally become an expert in tax planning, estate planning, risk mitigation, business advisory, and every other area your clients may need, you instead gain access to specialists who already work in those areas every day.

But for most Advisors, the bigger question is more practical:

What actually happens when I bring a client into the Virtual Family Office process?

- Who talks to the client?
- Who identifies the opportunities?
- Who presents the recommendations?
- And what is the Advisor expected to do?

Here’s exactly how it works: https://hubs.li/Q04zbw8R0

Clients will ask about things outside your expertise. What happens when they do? And who can you bring in?Matt’s expert...
10/12/2026

Clients will ask about things outside your expertise. What happens when they do? And who can you bring in?

Matt’s expertise is asset management.

For tax planning and other Specialist work, he leverages a Virtual Family Office.

His first meetings with clients start with an open mind instead of a product agenda.

Learn how a VFO can help you find the right Specialist for each of your clients at https://hubs.li/Q04zbsGQ0

Did you know there are great Q4 Tax Planning Strategies you can help clients with before 2026 ends?But many time-sensiti...
10/09/2026

Did you know there are great Q4 Tax Planning Strategies you can help clients with before 2026 ends?

But many time-sensitive strategies close before December 31.

In fact, some have cutoffs as early as November 1.

A client who asks about year-end planning the week after Thanksgiving has already missed many windows.

That’s why it’s important to take action this month…

And if you’re unsure how to even begin the conversation with a client, look at Elite Resource Team to help you.

We’re the first turnkey, plug-and-play Virtual Family Office experience for forward-thinking accounting firms and Financial Advisors!

Visit https://hubs.li/Q04yW0V40 for more information.

Tomorrow, October 8th, we’re going live with a virtual event to show you:- How to Find the Tax Planning Opportunities Al...
10/07/2026

Tomorrow, October 8th, we’re going live with a virtual event to show you:

- How to Find the Tax Planning Opportunities Already in Your Client Base
- The Q4 Deadlines You Need on Your Radar
- How to Turn Opportunities Into Actual Client Conversations

Register at https://hubs.li/Q04yV-ZB0

This Workshop Is For You If:

- You have clients who could benefit from tax planning before year-end
- You’ve identified possible opportunities but aren’t sure what to do next
- You want help determining which cases are worth pursuing
- You want more confidence bringing tax planning into client conversations
- You want to make better use of the Elite tax planning team and VFO Specialists
- You don’t want to arrive in December wishing you had started these conversations in October
- You want turn-key advanced tax planning with implementation done for you

See you on Thursday, October 8th!

There are now less than 90 days left in this year. And 86% of annual tax planning revenue is generated in November & Dec...
10/05/2026

There are now less than 90 days left in this year.

And 86% of annual tax planning revenue is generated in November & December.

As an Advisor, are you positioned to capture your share?

We're putting on a special webinar on Thursday, October 8th to Jumpstart Your 4th Quarter Tax Planning.

Let’s maximize the final months of 2026 to give you the best chance of more revenue share opportunities before 12/31.

For many of your clients, some of the best tax planning opportunities still have to be identified or discussed before year-end…

Register now at

https://hubs.li/Q04yV-tF0

Your clients have diverse needs, but many Advisors capture only a FRACTION of possible revenue through AUM or insurance....
10/02/2026

Your clients have diverse needs, but many Advisors capture only a FRACTION of possible revenue through AUM or insurance.

Meanwhile, clients engage attorneys, CPAs, and other specialists separately…incurring costs that many Advisors could help streamline.

Don’t miss further revenue potential.

See how much your practice might gain → https://hubs.li/Q04xzgGs0

You may recall the famous Lombardi phrase about mastering the basics of football. It is exactly the same with growing bu...
09/30/2026

You may recall the famous Lombardi phrase about mastering the basics of football.

It is exactly the same with growing business profits.

There are only 4 ways to grow:

1. Win New Clients (or customers)
2. Do More Transactions (with existing clients)
3. Increase Average Dollar Value (of the average transaction)
4. Get More Efficient (increase profit margins or reduce costs)

To grow profits you must either increase revenues by some combination of 1 and 2 and 3 above

OR

Reduce Costs by 4.

Gentlemen, this is business growth.

Accountants shouldn’t have to become experts in everything their clients need.With a Virtual Family Office, you can brin...
09/28/2026

Accountants shouldn’t have to become experts in everything their clients need.

With a Virtual Family Office, you can bring in specialists across tax planning, wealth management, legal services, risk mitigation, and business advisory…WITHOUT building that entire team yourself.

That means more ways to help your best clients AND more planning revenue!

You stay at the center of the client relationship.

The specialists help handle the rest.

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San Diego, CA
92101

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