Financial Collaborators
Private group
527 members
$99 /month
Financial Collaborators is for advisors looking to 10X their business and provides 3 main benefits:
  1. Education on Partnering with CPAs
  2. Access to VFO Experts
  3. Coaching and Community 
You can join or stop anytime, within seconds, without ever having to talk to our sales team, or get locked into an agreement.
More Details on the 3 Benefits:
First - it’s an online educational spot where you can learn how to identify and contact ideal CPAs to form partnerships with.
Second - it’s a team of over 50 top planning experts in a Virtual Family Office that specialize in tax planning, risk mitigation, wealth management, legal services, and business advisory so you can help any client, with any problem, any time.
Third - it’s a community of advisors and coaches that are all collaborating to learn from each other and help each other grow.
If that sounds interesting, click "Join Now". Click the link, enter some basic info, and we’ll see you inside Financial Collaborators.
Privacy and terms
Financial Collaborators
Helping you attract better clients by collaborating with other Financial Professionals and leveraging a Virtual Family Office.
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