Elite Resource Team’s training helps financial advisors offer more advanced planning through a Virtual Family Office, while securing CPA partnerships to accelerate their business growth.
Assurance Ally is a boutique insurance organization that specializes in helping insurance agents and financial advisors place larger, and more complex cases through carriers.
Wealth Innovation Group is a family office providing comprehensive planning for business, taxes, estate, wealth, and risk management all under one roof.
Surf Space is an online community for surfers of all levels to improve their skills, connect globally, access expert-led workshops, and stay ahead of surf trends.
eXtraordinary Financial Advisors is a distinctive coaching and consulting firm committed to providing financial advisors a specialized and proven approach to eXtraordinary growth and profitability.
More Clients More Fun is a lead generation and content marketing agency, which has helped over 500 CPAs, financial advisors, and business coaches since 2015.
Surf Lakes is a technology company that uses a patented mechanism in an engineered lake to generate simultaneous ocean-like waves for licensing, development, and surf-park experiences.
DSRT Surf is a Palm Desert resort built around a Wavegarden Cove surf lagoon that delivers ocean-like waves for all skill levels alongside luxury accommodations and amenities.
Virtual Family Office (VFO) Services offers high-net-worth individuals and business owners coordinated tax, legal, wealth-management and advisory services at a fraction of the cost of a traditional family office.
_edited.png)
_edited.png)
