Build Extremely Profitable and Rewarding
ELITE RESOURCE TEAM
As a financial advisor or insurance agent you know CPA Partnerships result in helping more people, making more money, and reducing marketing expenses. But HOW do you successfully build them? Successful CPA Partnerships are not the result of magic, they are the result of having a proven process and a community to support you along the way.
If you’re serious about taking your business to an ENTIRELY new level, then let us show you how to:
Follow a proven process to Identify, Contact, Engage, Monetize, and Maintain Partnerships with CPAs
Identify and communicate with your ideal clients using a genuinely unique value proposition unseen in the marketplace
Increase revenue by working on more advanced strategies and larger cases
Reduce marketing costs as a result of a constant flow of cases
Build a proper business that doesn’t rely on you doing a million different things and has no real equity value
HERE IS HOW IT WORKS
Elite Resource Team provides you with EVERYTHING you need to build profitable and rewarding CPA Partnerships. This isn’t the same old theoretical training that you’ve heard for countless years created by someone in a home office that has never actually built CPA Partnerships. This is “blue ocean” teaching done by advisors, CPAs, and tax attorneys who have built multi-million-dollar firms!
We help you build the Firm of the Future to give you an unfair competitive advantage in the marketplace.
If you are like most advisors, you are busy being busy! You need to shift your focus from spinning plates to building a business by design that creates significant equity value through a structured process. Collectively, our team has helped thousands of advisors achieve explosive growth in their businesses and we are willing to do the same for you!
The BEST way to accomplish a goal is by learning from someone who has already done it successfully. ERT provides coaching for advisors (and their accountants) to create RESULTS through behavioral change leadership.
It is hard changing your business while surrounded by the same people. Through our virtual community, as well as in-person meetings and conferences, you’ll be surrounded by successful advisors all supporting each other on their journey and acting as a resource for one another.
Learn More About Elite Resource Team’s Systematic Approach.
ELITE RESOURCE TEAM'S STORY
A team of like-minded professionals who came together to build a better model to produce better results.
In 2014, Ken Smith and Anton Anderson joined forces to start Elite Resource Team. Their vision was based on 40+ years of industry experience as individual producers, business owners, and success coaches.
3-day event for financial advisors and insurance agents participating in the Team Based Model training.
3-day virtual event for financial advisors, insurance agents and accountants bringing together some of the most forward-thinking professionals in the industry.
May 10th - 12th, 2023 | Virtual
3-day in-person event for financial advisors, insurance agents and accountants bringing together some of the most forward-thinking professionals in the industry.
August 16th - 18th, 2023 | In-Person
March 29th - 31st, 2023 | Virtual