The advisors winning in 2025 are doing things differently: ✅ Partnering with CPAs ✅ Leveraging Virtual Family Office specialists ✅ Increasing revenue while doing less work Stop relying on outdated strategies. Learn what actually works. Schedule your strategy session now at https://hubs.li/Q02__95r0 #FinancialGrowth #CPAConnections #AdvisorsWinning #WorkSmarterNotHarder #AdvisorLife
Elite Resource Team
Financial Services
San Diego, California 616 followers
We Offer a VFO that Delivers Holistic Services to Your Clients | Share in the Revenue with Our Pre-Vetted Specialists
About us
Elite Resource Team teaches Financial Advisors how to truly differentiate themselves by working with CPAs in a proven and efficient system. Using the CPA Team Based Model and a patent pending process, Financial Advisors are able to identify, contact, engage, monetize, and maintain relationships with CPAs, resulting in much more proactive and holistic planning. This win/win relationship allows the CPA to deliver the value that their clients want and need, while simultaneously reduces the inefficiencies that Financial Advisors experience using traditional cold marketing techniques and referral models.
- Website
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http://www.elitert.com
External link for Elite Resource Team
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- San Diego, California
- Type
- Privately Held
- Founded
- 2014
Locations
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Primary
501 West Broadway
Suite 1360
San Diego, California 92101, US
Employees at Elite Resource Team
Updates
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2025 advisors aren’t cold calling. They aren’t hosting costly dinners. They’re partnering with CPAs and VFO specialists to unlock more revenue and deliver real results for their clients—without adding extra work. Ready to leave outdated strategies behind? Schedule your strategy session today at https://hubs.li/Q02__90N0 #FinancialAdvisors #2025Vision #VirtualFamilyOffice #AdvisorSuccess #GrowYourPractice
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2025 is the year to work smarter, not harder. With the right tools, partnerships, and strategies, you can grow your practice while providing more value to your clients. Ready to take the first step? Schedule a strategy session now at https://hubs.li/Q02_-_7Q0 #NewYearsResolution #EliteCatalyst #VirtualFamilyOffice #StrategicPartnership #Collaboration
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Are you still relying on steak dinners and cold calls to grow your practice? It's time for an upgrade. The advisors winning in 2025 are connecting with Virtual Family Offices (VFOs) and CPA partnerships to increase revenue and deliver unmatched value—without doing more work. Work smarter, not harder. Your future practice starts now. Find out more & schedule a strategy session today at https://hubs.ly/Q02__91G0 #FinancialAdvisors #WorkSmarter #AdvisorSuccess #FutureOfAdvising #VirtualFamilyOffice
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Your clients deserve the best solutions, and you don’t have to do it all yourself. By working with VFO specialists, you can offer high-value solutions like tax planning and retirement compliance—without the extra work. Want to know how? Schedule a strategy session today at https://hubs.li/Q02_-Br40. #VirtualFamilyOffice #AdvisorSuccess #Collaboration #ValueAdd
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Think you need to know everything to serve high-value clients? Think again. By leveraging a Virtual Family Office, you gain access to specialists who do the heavy lifting—so you can focus on what you do best. Ready to elevate your practice? Schedule a strategy session at https://hubs.ly/Q02_-wZ70 #VirtualFamilyOffice #Collaboration #AdvisorSuccess #ValueAdd
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Stop grinding for growth. Start building a practice that works for you. With the Catalyst Program, you can access experts, form strategic partnerships, and grow without adding more work. Schedule your strategy session today at https://hubs.ly/Q02_-Nbs0. #AdvisorGrowth #ERT #Catalyst #StrategicPartnerships #FinancialAdvisor
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Santa doesn’t deliver the magic alone—he has a team. Similarly, successful advisors don’t go it alone—they collaborate with CPAs and VFO specialists to deliver results that feel like holiday miracles for their clients. When you partner with CPAs and leverage the expertise of 75+ VFO specialists, you’re not just offering value—you’re transforming businesses, saving clients money, & growing your practice (without adding more work to your plate). This season, remember: Great results happen when the right people come together. Ready to experience the power of collaboration? Schedule a strategy session at https://hubs.ly/Q02_-Qbz0 today!
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Partnerships aren’t just connections—they’re growth engines. With a CPA partner and VFO support, you can deliver massive value to clients while growing your revenue without adding more work. Schedule a strategy session at https://hubs.ly/Q02_-rtk0 to see how it works. #VirtualFamilyOffice #EliteResourceTeam #CPAPartnership #Collaboration
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What if you could grow your practice without cold calls, steak dinners, or chasing AUM? With the right partnerships and access to specialists, you can provide unparalleled value to clients while increasing your revenue—without adding more work to your plate. Schedule a strategy session to learn more at https://hubs.li/Q02_-sfp0 #VirtualFamilyOffice #EliteCatalyst #CPAPartnerships #ValueAdd #AdvisorSuccess