Have you ever considered partnering with CPAs and attorneys to give your clients the virtual family office experience?
In this episode, Matt Halloran talks to Anton Anderson, managing partner at Elite Resource Team. They discuss every reason for you to stop trading referrals with CPAs and attorneys and, instead, start a virtual family office. If you want to increase the value you’re bringing clients –– but without tripling your workload –– this one’s for you.
- Why trading referrals no longer works in this relationship-driven world
- Five different areas where you can serve clients using a virtual family office
- Tips for executing successful organic and paid marketing tactics (even if you don’t have a big budget)
- Reasons to stop looking for quick solutions to boost ROI
- How to maintain a niche focus while expanding your geographical reach
- And more