The Appeal of the Virtual Family Office
Are You Ready to Shake Things Up?
Are you a professional with a CEO mindset who’s looking for more? Are you willing to invest in your business in order to bring more value to your clients and set yourself up for success despite the rocky future that lies ahead for the financial, accounting, or legal industry?
If you are focused on maximizing client value and want to disrupt antiquated ways of thinking, we should talk.
I’m passionate about bringing together like-minded professionals to build a better model for the future of the financial, accounting, and legal sector, and produce more value for businesses and clients alike.
One way to do this is through something called the Virtual Family Office, a first-of-its-kind model based on collaboration between financial and tax professionals, resulting in proactive and holistic planning for clients and communities. I’m excited to share that I’m officially launching an email series to explore and discuss this model, called The Appeal of the Virtual Family Office.
Meet Eric Runge, the Facilitator of The Appeal of the Virtual Family Office
Eric Runge is a Team-Based Model specialist who has been in the financial planning industry for 17 years. With his unique skill set, Eric specializes in helping accountants discover and solve the biggest problems plaguing the tax industry, including tax-season burnout, low company revenues, and having too many clients. Eric is married to Renee, and they have 2 children, Judah and Rillian, with another currently on the way. Eric is a third-generation Oregonian, and in his off-time enjoys whitewater kayaking, playing the drums, and Civil War history.
Creating Your Own Elite Ecosystem
The Virtual Family Office model is client-centric, and works by building up a team of professionals who can provide SO much value that the client will never want to leave. When you opt-in to my email series, The Appeal of the Virtual Family Office, you’ll learn exactly how you can start building up a team of trustworthy professionals that portray you as an unbeatable one-stop-shop.
Discussion will also include an exploration of where the financial industry is headed in the years to come, steps for building and maintaining professional relationships, and a full breakdown of the unique value that a Virtual Family Office can offer.
Ultimately you have two options, go at it alone, or build a team around you. Either you invest your limited resources on figuring out “how” or spending your time discovering “who” can help.
What will you choose?
I Can’t Wait to Share More With You!