Elite Growth Academy 2025
Dates & Location To Be Announced Shortly!
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.
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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.