top of page


EAA room full 2.jpg

Are you ready to take your success to the next level? During this 3-day event we're going to give you everything we've got to help you build your business through relationships with business owners and accountants.

Here's a look at some of the things we'll cover over these


1. VFO - Understand exactly what a “Virtual Family Office” is, why clients are gravitating to them, and how you can replicate their model.

2. Mindset - The number one thing ALL our successful clients have done and you must do if you want to hit your goals.

3. Digital Marketing - What we’ve learned after spending $1m + per year on marketing for the past 4 years, and more importantly how you can duplicate what works for a fraction of the expense.

4. Activity - An HONEST review of your activity and what will need to be adjusted to breakout of your current comfort zone.

5. CPA Engagement Process - Detailed review of the 5-phase process (Identify, Contact, Engage, Monetize, Maintain) required to build successful relationships.

6. Top Planning Strategies - Overview of the top planning strategies our successful advisors are using (including Cost Segregation, Monetized Installment Sales, Captive Insurance Companies, Cost Remediation, and many more) with special guest input.


7. Revenue Opportunities - Detailed discussion on the revenue opportunities available through working with a virtual family office.


8. Panel Discussion - Hear from a panel of our successful advisors about their experiences with their CPA partners!


9. CPA Discussion - Live discussion with a CPA who has partnered with one of our advisors to hear a first-hand CPA perspective on what you NEED TO KNOW when working with CPAs.

Date:   3/29/2023 - 3/31/2023


Time:   8am PST - 12pm PST (11am EST - 3pm EST)

Location:   Virtual

Cost:   FREE




Anchor 1
bottom of page