Member Services & Benefits

Whether you are a Financial Advisor or an Accountant we help you build your Firm of the Future to give you an unfair competitive advantage in the marketplace. ​

Most Advisors and Accountants are too busy being busy! You need to shift your focus from “spinning plates” to Building a Business by Design that creates value through structure and process.   

When you start your coaching your first step will be to “shift your mindset” and to think like a business owner (ather than a Financial Advisor or Accountant). We call it creating a “CEO Mindset”. Creating a “CEO Mindset” will allow you to focus on what’s most important in your business.

At Elite we have years of experience in helping thousands of Financial Advisors and Accountants each in their own Member Communities – although we often we help both to WORK TOGETHER more effectively to MAXIMIZE MEMBER POTENTIAL (but that’s entirely your choice).