Elite Resource Team

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.

Most business owners treat their attorney the way most people treat their dentist: somebody you call when something alre...
06/03/2026

Most business owners treat their attorney the way most people treat their dentist: somebody you call when something already hurts.

- They set up their entity years ago.
- They created a buy/sell agreement at some point.
- They wrote a will after their last kid was born.

Then everything went in a drawer and stayed there.

Meanwhile, their business has tripled in value. The partners have changed. Tax law has shifted multiple times. The kids are adults.

And the legal documents that are supposed to protect their family, their company, and their wealth are quietly out of date, often by a decade or more.

Here are 3 legal conversations you can have with clients right now, and the language to open the door: https://hubs.li/Q04fG4Kt0

The VFO Collective (June 25-26) is the biggest Virtual Family Office event in North America, and you can watch it from t...
06/01/2026

The VFO Collective (June 25-26) is the biggest Virtual Family Office event in North America, and you can watch it from the comfort of your home or office.

Watch this incredible 2-day experience for Advisors and Accountants with a virtual ticket!

You’ll see how Advisors can offer the same level of proactive tax planning, legal services, risk mitigation, wealth management, and business advisory that family offices deliver.

If you’ve ever wanted to move beyond AUM & insurance, this is it!

Learn more at https://hubs.ly/Q04jfX1M0

Top Advisors are partnering with elite Accountants AND taking advantage of Virtual Family Offices (VFOs).We show you how...
05/29/2026

Top Advisors are partnering with elite Accountants AND taking advantage of Virtual Family Offices (VFOs).

We show you how to partner with the RIGHT Accountants…

And give you the opportunity to connect with our VFO where you can provide comprehensive services for clients without becoming a jack-of-all-trade.

Learn how to get your Accountant partner at https://hubs.li/Q04hHvjy0

As we observe Memorial Day, we pause to honor and remember those who made the ultimate sacrifice in service to our count...
05/25/2026

As we observe Memorial Day, we pause to honor and remember those who made the ultimate sacrifice in service to our country.

Elite Resource Team is grateful for the freedoms we enjoy and for the opportunity to serve Advisors & Accountants throughout the United States.

Tax season is over. Your clients filed their returns, saw what they owed, and most of them had the same reaction they ha...
05/22/2026

Tax season is over. Your clients filed their returns, saw what they owed, and most of them had the same reaction they have every year…frustration.

Maybe they asked you if there was anything that could have been done differently. Maybe they didn't, but they were thinking it.

Here's the thing: post-tax season and into the summer is actually one of the best times to do something about it.

Most Accountants assume tax planning is something that happens in the fall, right before year-end.

But the Advisors and Accountants who get the best results for their clients start the conversation in May, June, and July, when there's still enough time to model strategies, make elections, and actually implement.

By November, half the options are already off the table.

The question most Accountants face isn't whether to offer proactive tax planning. It's how.

Let us show you how to get started: https://hubs.li/Q04d-M2K0

A Virtual Family Office works great in 5 simple steps. 1. Identify. The opportunity is already in your book. Mass afflue...
05/20/2026

A Virtual Family Office works great in 5 simple steps.

1. Identify. The opportunity is already in your book. Mass affluent families. Business owners. High-net-worth households.
2. Contact. You're not reinventing outreach language. The scripts and templates have been tested across hundreds of Advisors, framing the VFO as an upgrade to the planning relationship your client already has with you.
3. Engage. The meeting isn't yours to run alone. Our team attends with you and leads the majority of the presentation. Your job is to be the trusted relationship.
4. Monetize. Pricing and fee discussions aren't yours to navigate alone either. We help you price the engagement, present it with the client in the room, and handle objections live. Specialists bill clients directly. Revenue comes to you without chasing invoices.
5. Maintain. The work doesn't end at the first signed engagement. The Specialist team keeps servicing the client through ongoing tax planning, wealth coordination, and risk mitigation reviews. That sustained service is what turns a single case into recurring revenue.

The reason the VFO model works is because at every step, you're not doing it alone!

Learn more at https://hubs.li/Q04f27qV0

FREE GUIDE FOR FINANCIAL ADVISORS:How Financial Advisors Can Optimize their Life and Business You’ll get the 5 core area...
05/18/2026

FREE GUIDE FOR FINANCIAL ADVISORS:

How Financial Advisors Can Optimize their Life and Business

You’ll get the 5 core areas that separate elite Advisors from everyone else and how to master each one…

Including the Time Mastery Formula…the equation that explains why some Advisors produce more in 4 hours than others do in 12!

Download it today at https://hubs.li/Q04f1R_H0

The pattern that connects Advisors who successfully use a Virtual Family Office isn't a marketing strategy or a new pros...
05/15/2026

The pattern that connects Advisors who successfully use a Virtual Family Office isn't a marketing strategy or a new prospecting funnel.

It’s that they stopped trying to grow by adding more clients and started growing by going deeper with the ones they already had.

That's the shift the VFO model unlocks.

When an Advisor walks into a review and can speak to tax planning, business advisory, risk mitigation, and even legal service, the relationship changes.

The plateau of just offering insurance or investments breaks.

A VFO allows Advisors to stop capping themselves at what they personally can deliver!

Most Advisors who hear about the VFO model assume the next step is finding new clients to use it with. More prospecting....
05/13/2026

Most Advisors who hear about the VFO model assume the next step is finding new clients to use it with. More prospecting. More lead gen. More outreach.

That's backwards.

The VFO model is built for clients you already serve:

- Mass affluent families at $250k+ income with $500k+ in assets outside the home.
- High-net-worth households past $1M.
- Business owners doing $1M+ in revenue.

If you've been in the business more than a few years, this profile is likely already sitting in your CRM, what's missing isn't the clients.

It's the depth of services you can offer them.

Right now you're capped by what you personally can deliver.

The VFO closes that gap!

Address

501 W Broadway, Ste 1360
San Diego, CA
92101

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 8am - 5pm
Sunday 8am - 5pm

Website

https://linktr.ee/eliteresourceteam

Alerts

Be the first to know and let us send you an email when Elite Resource Team posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category