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 you are also not maximizing your business potential. 

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. 

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. 
Pricing (while seats last)…
2-Day Pass $495 
*100% Money Back Guarantee*

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. 
Pricing (while seats last)…
2-Day Pass $495
*100% Money Back Guarantee*

Date: 11/04

Time: 8am - 5pm PST 

(Breakfast & check-in at 8am, lunch at 12pm)

Hosted Happy Hour from 5pm – 6pm

Date: 11/05

Time: 8am - 4pm PST 

(Breakfast & check-in at 8am, lunch at 12pm)

Location:  The Westin San Diego

Location: 
The Westin San Diego

                    Gaslamp Quarter

Gaslamp Quarter

                    910 Broadway Circle

                    San Diego, CA 92101

910 Broadway Circle 
San Diego, CA 92101

What it will help you become
What it will help you become

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. 
DAY 1
DAY 1
Day 1 is packed with powerful sessions designed to help you grow your practice and transform from advisor to CEO. 

Here is what you'll learn on Day 1:

• Advanced planning strategies from tax experts in our Virtual Family Office
• How to sharpen your marketing message and cut through the noise
• Taking the guess work out of winning more ideal clients
• The secrets to creating quantum growth
• Understanding and developing the CEO mindset
• Why the key to your success is harnessing the power of self-awareness

Janel Sykora
Adding Bandwidth at The Partner Level
Jon Kuttin
Secret Sauce of a Barron’s Hall of Fame Advisor
John Grady
Advanced Planning Solutions for Selling Real Estate
Craig Stone
Estate Planning for High Net Worth Clients
Lindsay Czajka
How To Leverage Digital Marketing
Brian Bosley
Avoiding The Monkey Trap
Anton Anderson
Maximizing The Opportunity of The Virtual Family Office Experience
Jena Wilson
Master of Ceremonies 
Jeff Deckman
Conscious Leadership in Action
DAY 2
DAY 2
Day 2 is focused on helping you develop a truly unique value proposition by understanding how to communicate and deliver what your ideal clients want…and so much more! 

Here is what you'll learn on Day 2:

• Why building a repeatable process is critical to scaling your business
• How to work with a Virtual Family Office to increase value
• The roll of technology and the future of advising  
• The keys to transforming from 20th century accountant to 21st century advisor
• Technical strategies for successful business owners and highly compensated W2 employees

Jim Duggan
Defining and Refining The Virtual Family Office
Bruce Gendein
Understanding Modern Qualified Plans
Paul Latham
Secrets From a $45m Accounting Firm
Randy Fox
$10m - $150m Net Worth Clients Need Your Help
Aleks Dyo
Leveraged Charitable Gifting
Krista Clive-Smith
Personal Branding: The Business Model of the Future
Tyler Furger
Some Sweet, Some Sour - The Many Flavors of Captive Insurance in 2021 and Beyond!
Todd Steinberg
Succession Planning: Keys To Buying & Selling A Practice
Chris Rivera
Leveraging Time Through Outsourced Tax Preparation
DAY 3
“I love what you guys are doing. 
Keep up the great work!" 
–Ronald Baker, Author of six best-selling books,
including Measure What Matters to Customers and Firm of the Future
"You've hit the nail on the head! This is a great opportunity for CPAs, and I look forward to working with you."
–Salim Omar, Author of The Ultimate CPA Practice in the New Economy
"Its been a massive evolution for me and my career."

- Marilyn Prevoir, Financial Advisor
"I would say that for every accountant that's considering this, it's hugely, hugely important."

- Amy Grego, CPA
"It's definitely helped identify incredible opportunities. I'm really excited."

- Jeff Golbois, CPA
"Well worth it! The event focused on ways to actually work better with my clients rather than just the technical codes."

- Jacob Lincoln, CPA
REGISTER TODAY

Elite Growth Academy

(11/04 – 11/05, 8am – 3pm PST)

Select Product
$495
$495
*100% Money Back Guarantee*

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