I realized very quickly I needed something that was going to help me stand apart from other financial advisors and that's when I found Elite Resource Team.
Elite ... really opened my eyes as far as how much more I could do. I always knew that I could do more, but I just didn't have the resources to be able to really make a huge difference and impact on my client's lives. Now I'm able to bring strategies to really make a big impact.
We've got a lot of clients that come in strictly because they want to work in a virtual family office structure. In the future, I definitely see us expanding.
Besides having a lot of educational opportunities for CPAs, they also have a lot of educational opportunities for us and different marketing opportunities as well.
All of the advisors on the team play well in the sandbox and can handle whatever calls come in from the client, and put the client in the right hands to get that issue addressed.
We had elements of what we needed to be successful. But Elite brings to the table for us, the systems and the processes to help us execute on what our ultimate goals are for our clients.
Once you provide that deep value for that one client, initially, and [focus on] doing it right and organically learning, that client has introduced me to other people and I've never asked for a referral.
In the past it was painful when a client would email and say, we have some kind of a need that was outside of my tax realm. And so I'm excited to have a network where people can come and I can actually provide that help for them.
I am most excited about not having to wonder where the next client is coming from and being able to spend more time doing advanced planning for our clients instead of doing a lot of sales and marketing and different things.
It's allowed me to kind of step into realizing that I'm very good at something, and that is actually connecting people and knowing what my lane is, but being able to take that pressure off.
By learning how to leverage CPAs, learning how to develop those relationships and be able to work with a CPA, the marketing costs have dropped significantly.