Items related to The Science of Running a Virtual Family Office
Synopsis
Most financial advisors know they need to change. The pressure to differentiate, the struggle to attract high-quality clients, and the relentless competition on price have created what Anton Anderson and Paul Latham call the "hamster wheel" - a cycle that burns out even the best advisors. The Science of Running a Virtual Family Office is the definitive guide to escaping it. Built on more than two decades of hands-on experience training over 1,200 advisors across forty states, this book introduces the Virtual Family Office (VFO) model - a collaborative, multi-disciplinary service structure that gives advisors access to more than seventy-five vetted specialists across tax planning, estate planning, legal, and wealth strategy. The result: billionaire-level family office service for mass-affluent and high-net-worth clients, without the billionaire-sized overhead. The authors walk advisors through every stage of the VFO process, from identifying and contacting ideal clients to running holistic planning meetings, structuring tax engagements, and monetizing ongoing relationships. The VFO Fast Track program at the heart of the book has produced measurable results: on average, advisors generate their first tax planning fees within thirty-nine days of starting training, with an average tax planning fee of $22,205 per client. What sets this book apart is that it is built for real advisory practices - not theory. Anderson and Latham introduce the concept of "2 Businesses Under 1 Roof," showing advisors how to separate their core AUM business from a higher-value VFO planning practice, and how VFO Services does the heavy lifting on client meetings, facilitation, billing, and specialist coordination so advisors can focus on client relationships. Whether you plan to implement the VFO model yourself or leverage the VFO Services team for a turnkey solution, this book gives you the framework, the scripts, the client engagement process, and the compensation structure you need to build a practice that genuinely stands out.
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The Science of Running a Virtual Family Office (Paperback)
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Paperback. Condition: new. Paperback. Most financial advisors know they need to change. The pressure to differentiate, the struggle to attract high-quality clients, and the relentless competition on price have created what Anton Anderson and Paul Latham call the "hamster wheel" - a cycle that burns out even the best advisors. The Science of Running a Virtual Family Office is the definitive guide to escaping it. Built on more than two decades of hands-on experience training over 1,200 advisors across forty states, this book introduces the Virtual Family Office (VFO) model - a collaborative, multi-disciplinary service structure that gives advisors access to more than seventy-five vetted specialists across tax planning, estate planning, legal, and wealth strategy. The result: billionaire-level family office service for mass-affluent and high-net-worth clients, without the billionaire-sized overhead. The authors walk advisors through every stage of the VFO process, from identifying and contacting ideal clients to running holistic planning meetings, structuring tax engagements, and monetizing ongoing relationships. The VFO Fast Track program at the heart of the book has produced measurable results: on average, advisors generate their first tax planning fees within thirty-nine days of starting training, with an average tax planning fee of $22,205 per client. What sets this book apart is that it is built for real advisory practices - not theory. Anderson and Latham introduce the concept of "2 Businesses Under 1 Roof," showing advisors how to separate their core AUM business from a higher-value VFO planning practice, and how VFO Services does the heavy lifting on client meetings, facilitation, billing, and specialist coordination so advisors can focus on client relationships. Whether you plan to implement the VFO model yourself or leverage the VFO Services team for a turnkey solution, this book gives you the framework, the scripts, the client engagement process, and the compensation structure you need to build a practice that genuinely stands out. Most financial advisors compete on products and lose ground every year. This book gives you a proven system to stop competing on price, generate new revenues fast, and deliver the holistic service your best clients actually want. This item is printed on demand. Shipping may be from multiple locations in the US or from the UK, depending on stock availability. Seller Inventory # 9798950583100
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The Science of Running a Virtual Family Office
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The Science of Running a Virtual Family Office
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The Science of Running a Virtual Family Office
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The Science of Running a Virtual Family Office
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Taschenbuch. Condition: Neu. nach der Bestellung gedruckt Neuware - Printed after ordering - Most financial advisors know they need to change. The pressure to differentiate, the struggle to attract high-quality clients, and the relentless competition on price have created what Anton Anderson and Paul Latham call the 'hamster wheel' - a cycle that burns out even the best advisors. The Science of Running a Virtual Family Office is the definitive guide to escaping it. Built on more than two decades of hands-on experience training over 1,200 advisors across forty states, this book introduces the Virtual Family Office (VFO) model - a collaborative, multi-disciplinary service structure that gives advisors access to more than seventy-five vetted specialists across tax planning, estate planning, legal, and wealth strategy. The result: billionaire-level family office service for mass-affluent and high-net-worth clients, without the billionaire-sized overhead. The authors walk advisors through every stage of the VFO process, from identifying and contacting ideal clients to running holistic planning meetings, structuring tax engagements, and monetizing ongoing relationships. The VFO Fast Track program at the heart of the book has produced measurable results: on average, advisors generate their first tax planning fees within thirty-nine days of starting training, with an average tax planning fee of $22,205 per client. What sets this book apart is that it is built for real advisory practices - not theory. Anderson and Latham introduce the concept of '2 Businesses Under 1 Roof,' showing advisors how to separate their core AUM business from a higher-value VFO planning practice, and how VFO Services does the heavy lifting on client meetings, facilitation, billing, and specialist coordination so advisors can focus on client relationships. Whether you plan to implement the VFO model yourself or leverage the VFO Services team for a turnkey solution, this book gives you the framework, the scripts, the client engagement process, and the compensation structure you need to build a practice that genuinely stands out. Seller Inventory # 9798950583100
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The Science of Running a Virtual Family Office (Paperback)
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Paperback. Condition: new. Paperback. Most financial advisors know they need to change. The pressure to differentiate, the struggle to attract high-quality clients, and the relentless competition on price have created what Anton Anderson and Paul Latham call the "hamster wheel" - a cycle that burns out even the best advisors. The Science of Running a Virtual Family Office is the definitive guide to escaping it. Built on more than two decades of hands-on experience training over 1,200 advisors across forty states, this book introduces the Virtual Family Office (VFO) model - a collaborative, multi-disciplinary service structure that gives advisors access to more than seventy-five vetted specialists across tax planning, estate planning, legal, and wealth strategy. The result: billionaire-level family office service for mass-affluent and high-net-worth clients, without the billionaire-sized overhead. The authors walk advisors through every stage of the VFO process, from identifying and contacting ideal clients to running holistic planning meetings, structuring tax engagements, and monetizing ongoing relationships. The VFO Fast Track program at the heart of the book has produced measurable results: on average, advisors generate their first tax planning fees within thirty-nine days of starting training, with an average tax planning fee of $22,205 per client. What sets this book apart is that it is built for real advisory practices - not theory. Anderson and Latham introduce the concept of "2 Businesses Under 1 Roof," showing advisors how to separate their core AUM business from a higher-value VFO planning practice, and how VFO Services does the heavy lifting on client meetings, facilitation, billing, and specialist coordination so advisors can focus on client relationships. Whether you plan to implement the VFO model yourself or leverage the VFO Services team for a turnkey solution, this book gives you the framework, the scripts, the client engagement process, and the compensation structure you need to build a practice that genuinely stands out. Most financial advisors compete on products and lose ground every year. This book gives you a proven system to stop competing on price, generate new revenues fast, and deliver the holistic service your best clients actually want. This item is printed on demand. Shipping may be from our Sydney, NSW warehouse or from our UK or US warehouse, depending on stock availability. Seller Inventory # 9798950583100
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The Science of Running a Virtual Family Office (Paperback)
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Paperback. Condition: new. Paperback. Most financial advisors know they need to change. The pressure to differentiate, the struggle to attract high-quality clients, and the relentless competition on price have created what Anton Anderson and Paul Latham call the "hamster wheel" - a cycle that burns out even the best advisors. The Science of Running a Virtual Family Office is the definitive guide to escaping it. Built on more than two decades of hands-on experience training over 1,200 advisors across forty states, this book introduces the Virtual Family Office (VFO) model - a collaborative, multi-disciplinary service structure that gives advisors access to more than seventy-five vetted specialists across tax planning, estate planning, legal, and wealth strategy. The result: billionaire-level family office service for mass-affluent and high-net-worth clients, without the billionaire-sized overhead. The authors walk advisors through every stage of the VFO process, from identifying and contacting ideal clients to running holistic planning meetings, structuring tax engagements, and monetizing ongoing relationships. The VFO Fast Track program at the heart of the book has produced measurable results: on average, advisors generate their first tax planning fees within thirty-nine days of starting training, with an average tax planning fee of $22,205 per client. What sets this book apart is that it is built for real advisory practices - not theory. Anderson and Latham introduce the concept of "2 Businesses Under 1 Roof," showing advisors how to separate their core AUM business from a higher-value VFO planning practice, and how VFO Services does the heavy lifting on client meetings, facilitation, billing, and specialist coordination so advisors can focus on client relationships. Whether you plan to implement the VFO model yourself or leverage the VFO Services team for a turnkey solution, this book gives you the framework, the scripts, the client engagement process, and the compensation structure you need to build a practice that genuinely stands out. Most financial advisors compete on products and lose ground every year. This book gives you a proven system to stop competing on price, generate new revenues fast, and deliver the holistic service your best clients actually want. This item is printed on demand. Shipping may be from our UK warehouse or from our Australian or US warehouses, depending on stock availability. Seller Inventory # 9798950583100
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The Science of Running a Virtual Family Office
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Taschenbuch. Condition: Neu. The Science of Running a Virtual Family Office | Anton Anderson (u. a.) | Taschenbuch | Englisch | 2026 | Influential Advisor Media | EAN 9798950583100 | Verantwortliche Person für die EU: Libri GmbH, Europaallee 1, 36244 Bad Hersfeld, gpsr[at]libri[dot]de | Anbieter: preigu Print on Demand. Seller Inventory # 135841119
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The Science of Running a Virtual Family Office
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