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.
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.
the elite growth academy will be held at the Westin Gaslamp
When you consider your “mass affluent” and “affluent” clients’ needs, the vast majority will fall into one of five disciplines:
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.
WHAT OTHER’S ARE SAYING
"Its been a massive evolution for me and my career."
“I love what you guys are doing. Keep up the great work!"
"You've hit the nail on the head! This is a great opportunity for CPAs, and I look forward to working with you."
"I would say that for every accountant that's considering this, it's hugely, hugely important."
"Well worth it! The event focused on ways to actually work better with my clients rather than just the technical codes."
“The EGA has been a transformative experience for me with AMAZING new insights into advanced planning and how to grow my practice. I'd encourage anybody who is on the fence to attend, and try it out. If you want to grow and learn how to hit your potential, this is for you.”
“ERT has transformed my life for the better in the seven years I have been affiliated with them. This is not a guarantee of 10x success, but it is the best thing I have seen in my 39 years in accounting and financial services.”
“The EGA really opened my eyes. It got a fire lit under me. I knew this was what I was waiting for to launch my career into the next level.The conversations between meetings, the spontaneous questions we could ask others and the relationships we develop can last a lifetime.”