Elite Catalyst

3:03

Private

206 members

Free

Catalyst – a Mastermind that:

Provides 1:1 coaching to ensure success
Focuses exclusively on helping forward-thinking advisors grow
Using Virtual Family Office Experts and CPA Partnerships
By offering a proactive and holistic client experience powered by a Proactive Planning Platform
Where everyone is aligned towards the same goal: profit, client results, and career fulfilment
That’s run by Anton Anderson and other Elite thought-leaders
Where the focus is on implementation, collaboration, and results

Here’s how it works…

Classroom Training:

Module 1 – Pillars of Elite Performance

Module 2 – Intro to Virtual Family Office & Proactive Planning Platform

Module 3 – Establishing CPA Partnerships

Module 4 – Maximizing CPA Partnerships

Module 5 – Advanced Planning with VFO Experts

Module 6 – Marketing Tools and Techniques

Community:

· Community to collaborate with other members

· 4x weekly collaboration calls

· Lifetime cap of 300 members