Elite Growth Academy: 10th Anniversary Celebration!

Join Us in Celebrating Our 10th Anniversary at the Elite Growth Academy

The Elite Growth Academy is designed to not only help you become a better advisor or accountant, but also a better leader and business owner. With the knowledge and tools you gain from this event, you will be equipped to build a truly remarkable business that can scale rapidly and sustain long term growth. Most importantly, you will become a business leader capable of developing rewarding professional alliances and an elite 21st century practice.

If you are an advisor or accountant and you are not working with a team of advanced planning specialists across the five disciplines of a Virtual Family Office (Tax Planning, Legal, Wealth Management, Risk Mitigation, and Business Advisory) then not only are you underserving your clients, but also you are leaving A LOT of money on the table.

Click Here for Tickets!

What You Will Get from This Conference

- ​​Powerful presentations from successful advisors, CPAs, and business experts across the five disciplines of a Virtual Family Office.
- Panel discussions designed to dive deeper into the most important issues.
- Access to systems, best practices, and people who can help you build strong professional alliances.
- ​Insights on how to build a more powerful, resilient, and relevant business.
​- Tips to create more connection and value for high net worth clients.
​- Tools to drive your development as a leader and to scale your client acquisition activities.

Hosted by:

Elite Resource Team

Leveraging Our Virtual Family Office

When you consider your “mass affluent” and “affluent” clients’ needs, the vast majority will fall into one of five disciplines:

• Tax Planning
• Legal
• Wealth Management
• Risk Mitigation
• Business Advisory

We have spent the last 15 years building a team of experts in each of these areas. At the EGA you will have a chance to not only meet many of these team members, but also learn best-practices from industry thought-leaders on how to leverage them in your business to maximize your potential.

When And Where
From June 13, 2024 - 08:00 AM To June 14, 2024 - 04:00 PM PDT
910 Broadway Circle San Diego 92101 United States