Partnerships
With Assurance Ally

Elite Resource Team’s training program is designed to help advisors and accountants form profitable partnerships with each other. The program includes 25+ hours of expert video training, access to 75+ virtual family office experts to expand their services and share in the revenue, along with proprietary technology including a Proactive Planning Platform that easily identifies new revenue generating opportunities and Elite Marketing Services to automate lead generation with pre-loaded marketing campaigns.

The program also comes with membership to a community to collaborate, share and get advice and support from like-minded advisors and coaches, twice weekly collaboration calls to talk through challenges in real-time with seasoned experts, weekly client case calls to get 1:1 analysis and advice on advanced planning opportunities.