Videos

The Wealth Management Hierarchy

It’s important to understand the differences in the levels of financial services that are available to you today. Are you receiving the elite-level wealth management you deserve? How does your advisor stack up?

The VFO Framework

A Virtual Family Office is distinctly different from traditional advisors and wealth managers in order to address the often complex needs of today’s successful families and individuals. Watch and learn how a VFO works.

Your Money Manual Episode Your Optimal Financial World Part 1: How to Build Strong Relationships

Are you doing everything you can to create Your Optimal Financial World? In the first of a 5-part series, Host Vince Annable and his special guest, Russ Alan Prince, share some ideas from Mr. Prince’s new book, Everyone Wins!, that may help you build the success and financial well-being you’re striving to achieve.

As you may know, Vince Annable is the Founder and CEO of VFO Advisory Group and Wealth Strategies Advisory Group. For his part, Russ Alan Prince is a consultant to the Super Rich, family offices, and select fast-tracking entrepreneurs, in addition to being the author or co-author of over 60 books including the latest release, Everyone Wins! How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs.

On this episode of Your Money Manual with Vince Annable, you’ll learn:

1. How the lessons wealthy business owners can teach us about building relationships can apply to you even if you’re not an entrepreneur, a CEO, or a high-powered sales executive. (TImestamp 02:33)

2. What it means to optimize a relationship, and what we should be doing that we’re not already doing to help us create winning relationships for ourselves and the people we deal with. (Timestamp 03:28)

3. What it means for you to truly win as it is characterized in this book. (Timestamp 04:20)

4. Some of the specific questions you need answers to in order to build bigger, better, stronger relationships. (Timestamp 05:26)

5. After you’ve completed your discovery process, how you can continue to solidify your relationships over time to make them even stronger. (Timestamp 07:30)

6. How to deal with challenging or even difficult people when it seems that a situation where everyone wins may be in jeopardy. (Timestamp 08:50)

Coming up on our next visit with Russ Alan Prince, you’ll learn about an elite level of wealth planning and management available through the Virtual Family Office. The Virtual Family Office is based on the concept of single-family offices. However, unlike the family offices of the old days, Virtual Family Offices are available to more individuals and families who may be considered “merely affluent.” If you’d like to prepare for our next episode with Russ Alan Prince, and learn about Virtual Family Offices (or VFO’s) ahead of time, please go to our Virtual Family Office website, VFOAG.com, where you can get access to our free white paper and the book by Russ Alan Prince and John Bowen—both titled, “Your Optimal Financial World.” Again, that’s VFOCG.com.

Your Money Manual Episode Your Optimal Financial World Part 2: The VFO – Elite Wealth Management for the Rest of Us

Russ Alan Prince is a consultant to the Super Rich, family offices, and select fast-tracking entrepreneurs, in addition to being the author or co-author of over 60 books including the latest release, Everyone Wins! On this episode of Your Money Manual with Vince Annable, you’ll learn:

1. What a traditional single family office is and the types of services it provides its wealthy clients (02:55)

2. What options are currently available to you if–like most of us– you’re net worth is not in the hundreds of millions of dollars (04:48)

3. How the VFO came about and why so many people are taking an interest in them (06:06)

4. About the key drivers (or major components) of VFO’s (07:42)

5. What is required of an individual or family who is interested in having a VFO (10:34)

Coming up on the 3rd installment of Vince Annable’s 5-part conversation with Russ Alan Prince, we’re going to continue this discussion of Virtual Family Offices by talking about the many benefits of having a VFO as part of long-term wealth management plan. For more detailed information about the Virtual Family Office, click over to www.VFOAG.com, and complete the short form at the bottom of that page with just your name and email address. You’ll get free and immediate access to 2 documents that go into greater detail about VFO’s: Our free white paper entitled “Your Optimal Financial World,” and as a special bonus you’ll also receive access to the book on VFO’s by Russ Alan Prince and John Bowen, Jr.—also titled, “Your Optimal Financial World.” The information is provided at no obligation with our compliments. Visit www.VFOCG.com.

Your Money Manual Episode Your Optimal Financial World Part 3:

The Benefits Affluent Investors Enjoy with a VFO

In part 3 of our a 5-part series on building Your Optimal Financial World, Vince Annable and Russ Alan Prince continue their conversation about the Virtual Family Office (VFO) and discuss the benefits of VFO’s to the average wealthy investor. Remember, compared to the traditional single family office of the past, individual investors or families no longer need a minimum of $150 million to qualify for such a high level of service. Virtual Family Offices (VFO’s) are springing up all over the country to help investors of “average wealth” better manage their wealth and essential strategic financial decisions.

Vince Annable is the CEO of Wealth Strategies Advisory Group and Creator and CEO of The Household Endowment Model®, while Russ Alan Prince is a consultant to the Super Rich, family offices, and select fast-tracking entrepreneurs, in addition to being the author or co-author of over 60 books including the latest release, Everyone Wins!  On this episode of Your Money Manual with Vince Annable, you’ll learn:

A review of the differences between a VFO and traditional single and multi-family offices (Timestamp 02:44)

Why more successful and wealthy investors are turning to VFO’s for their wealth management needs (Timestamp 05:53)

How stress testing works and why it’s useful in determining if an investor may be well suited for a VFO (Timestamp 09:11)

About the biggest obstacles for successful and wealthy individuals in setting up a VFO (Timestamp 13:42)

What it means for everyone involved in a VFO to win, and why it’s important that everyone does win (Timestamp 16:26)

Coming up on the 4th installment of this 5-part conversation with Russ Alan Prince, Vince Annable will go into a little more detail on the stress test we talked about and exactly what that entails, and more importantly, what it reveals about your existing wealth management plan.

Russ and co-author John Bowen Jr. have been kind enough to make available a great book entitled Your Optimal Financial World—How Driven Entrepreneurs Can Benefit from High Performing Virtual Family Offices. You don’t need to own a business to benefit from info it contains. The digital flip-book version is available for immediate download at no cost or obligation simply be visiting VFOAG.com. Just complete the short form at the bottom of that page with just your name and email address and you’ll get instant access to that book as well our free quick-read Your Optimal Financial World white paper. On top of that, we’ll also provide you with the financial stress test we talked about at no cost or obligation to help you make sure your wealth management strategy is on the right track toward achieving all that’s important to you.  Once again, for the free white paper and Russ’s book, Your Optimal Financial World and the free stress test, visit VFOCG.com.

Your Money Manual Episode Your Optimal Financial World Part 4: The Importance of Financial Stress Tests to Your Wealth Mgmt. Strategy

​If you’re building your Optimal Financial World, you’ll want to consider a stress test—for your money. It’s what the super and ultra rich do frequently to help them prior to making important financial decisions that could impact their overall wealth planning strategy. What is a financial stress test, who needs it, and why is it important? In this 4th part of a 5-part series of discussions, host Vince Annable talks with renowned consultant to the super rich and private family offices, Russ Alan Prince, to help you understand key concepts that may help you to enjoy a fulfilling lifestyle as you build the financially secure future you desire.

In this episode, you’ll learn:

1) What a financial stress test is and what it’s designed to do. (03:05)

2) How common stress testing really is. (04:35)

3) What the different types of financial and legal stress testing are. (06:43)

4) Other matters the rich stress-test, in addition to financial and legal matters. (09:15)

5) How frequently you should take a financial stress test. (12:50)

Coming up on the 5th and final segment of this 5-part conversation with Russ Alan Prince, we’re going to finish our series of discussions by talking about Elite Wealth Planning, how it’s different from traditional wealth management and what makes an Elite Wealth Planner…elite!

We encourage anyone who is considering any changes or upgrades to their wealth management strategy to take a financial stress test. Ultra and super wealthy individuals with their own private family offices benefit from periodic financial stress tests, but you don’t need to be ultra or super rich to take advantage of it. Simply click over to VFOAG.com and complete the short form at the bottom of the page to request your stress test, and we’ll contact you to set everything up so that you can take the test in the comfort of your home, or office, or wherever you are absolutely free of charge. You’ll also get immediate access to the free white paper entitled your Optimal Financial World, and as a special bonus you’ll also receive access to the digital flip book on Virtual Family Offices by Russ Alan Prince and John Bowen Jr.—also titled, “Your Optimal Financial World.” Again, for your free financial stress test and instant access to both our white paper and the book, Your Optimal Financial World–with our compliments–visit VFOCG.com.

Your Money Manual Episode Your Optimal Financial World Part 5: The Difference Between Wealth Planning and Elite Wealth Planning

There is a difference, believe it or not, in the level of wealth management that the super rich pay for and receive and the level of wealth management that most average affluent investors receive. However, that’s beginning to change. On this final segment of our 5-part series with Russ Alan Prince on building Your Optimal Financial World, you’ll learn…

1) What elite wealth planning is. (02:42)

2) Why elite wealth planning is so uncommon, and why it isn’t offered by more advisors. (05:20)

3) How critical the “Human Element” is to elite wealth planning. (07:40)

4) About the relationship between elite wealth planning, wealth management, and the virtual family office. (10:35)

5) The role that stress testing plays in elite wealth management. (14:07)

Elite Wealth Planning—something that may have only been available to the richest people among us a few years ago is more easily attainable to more investors today. Simply click over to VFOAG.com. Learn more about how elite wealth planning can help you build your own optimal financial world. While you’re there complete the simple form at the bottom of the page with just your name and email address and you’ll receive immediate access to the free white paper and the e’book Russ Alan Prince co-authored with John Bowen Jr., both entitled your Optimal Financial World. You’ll also receive a free financial stress test that you’ve heard Vince and Russ discuss on this program—and again, everything is free with our compliments. Again, for your free financial stress test and instant free access to both our white paper and the book, Your Optimal Financial World–visit VFOCG.com.

Secrets of the Super Rich Episode

What Elite-Level Wealth Management Looks Like

Secrets of the Super Rich Episode Building Wealth With Pre-IPO Investments

Secrets of the Super Rich Episode Paul Dietrich’s Market Outlook for 2022: The Russian Effect, the Economy and More

Secrets of the Super Rich Episode Understanding Private Equity: Why More Investors are Including this Asset Class in Their Portfolios

Securities are offered through Realta Equities, Inc., Member FINRA / SIPC, located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Investment Advisory Services are offered through Transce3nd LLC located at at 835 Main Street, Building 200, Buda, TX 78610. Neither Realta Equities, Inc., nor Transce3nd LLC. is affiliated with Wealth Strategies Advisory Group.

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