When you consider your "mass affluent" and "affluent" clients' needs, the vast majority will fall into one of five disciplines:
We have spent the last 15 years building a team of experienced professionals in each of these areas. At our academy, you will have a chance to not only meet many of these team members, but also to learn best practices from industry thought leaders on how to leverage them in your business to maximize your potential.
The Virtual Family Office Academy is designed to not only help you become a better advisor, 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.
The WestPac VFO Academy is packed with powerful sessions designed to help you grow your practice and transform from advisor to CEO. Here is what you'll learn from our team of experienced advisors and CPAs:
CEO of WestPac Wealth Partners
Managing Partner, ECA LLP
CEO of Elite Resource Team
We've provided the most personal service available, thus earning a quantifiable reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence.
We aim to enable all associates to reach their maximum potential, even beyond that which they currently believe they can achieve in all areas of their life. We do this with a mission of Work-Life Integration & trade; not Balance as we find C.A.P.® CAPABLE advisors who are willing to be held ACCOUNTABLE as we coach and lead them to develop a PIPELINE as they build a business based upon meaningful, long-term client relationships.