Elite Growth Academy
What You'll 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.
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.
Your Host:
Anton Anderson