What You Will Get From This Conference
- Powerful presentations from successful advisors, CPAs, and experienced business professionals 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 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.
DATE: October 24th, 2022
LOCATION: San Diego, CA
Meet The Team
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:
- Advanced planning strategies from tax professionals 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
Nash Subotic
CEO of WestPac Wealth Partners
Charles Au, CPA
Managing Partner, ECA LLP
Anton Anderson
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.
