ELITE MASTERMIND ACADEMY
2-day live event for Elite Mastermind Members who are serious about growing
a million dollar plus practice.
The Elite Mastermind is a private group of successful financial advisors and insurance agents working with CPAs to redefine the traditional “referral relationship.” ERT Mastermind Members do not see themselves as advisors, but rather as business owners who choose to be in the financial industry.
Members receive one-on-one coaching, training materials, and invitations to semi-annual events to push themselves beyond the limits of what most advisors believe is possible.
ELITE MASTERMIND COACHES
ANTON ANDERSON, MINDSET AND TEAM BASED MODEL COACH
Mr. Anderson began his career in 2003 with Smith Barney while studying business. He graduated from the University of California, Santa Barbara in the top 3% of his class. In 2008, he co-founded SPL Financial, which grew into a thriving practice. In 2014, he partnered with Ken Smith to start Elite Resource Team, which he has helped grow into one of the top consulting and coaching companies for financial advisors in the country.
KEN SMITH, TEAM BASED MODEL COACH
Mr. Smith began his career in 1993 working with Lincoln National. He graduated from Tampa College with a degree in Management and Marketing. After starting his own financial advisory firm in 1994, his focus shifted to financial planning with a tax mitigation emphasis. In 2003, he developed an expertise in tax efficient retirement planning, which allowed him to maintain his position in the top 1% of all financial professionals. In total, Ken qualified in the top 1% for 18 straight years of his career. In 2014, he partnered with Anton Anderson to start Elite Resource Team, which he has helped grow into one of the top consulting and coaching companies for financial advisors in the country.
BRYAN EBERLE, BUSINESS ADVISORY SERVICES COACH
Mr. Eberle's passion is to work with CPAs to help them be more relevant and valuable to their business owner clients – and grow profits and shareholder value in the process. Using his wealth of experience and knowledge, Bryan will show you how to deliver the kind of proactive value-added advice that modern business owners and entrepreneurs are looking for. Bryan embraces change as “opportunity in disguise.” And that’s exactly how he sees the state of the accounting industry today - full of opportunity for CPAs with the right mindset.
PAUL LATHAM, CPA AND BUSINESS ADVISORY SERVICES COACH
Mr. Latham is a serial entrepreneur who qualified as a Chartered Accountant with Latham Crossley and Davis, becoming a Partner in 1986 and Head of Business Services in 1993. Whilst at Lathams, Paul started to develop the business planning process which is today at the core of The HaydenRock System™. Those processes were developed with the aim of helping business owners to clarify their direction and maximize their business potential. When Lathams was sold to Tenon Group PlC in 2001 for more than $45 million, Paul became National Head of Business Planning at Tenon.
JONATHAN KUTTIN, BEHAVIORAL CHANGE AND AUM COACH
Mr. Kuttin is a nationally recognized financial advisor who has been the recipient of many awards, including Barron’s Top 100 Independent Advisors since 2007. With an excess of 1 billion of AUM, Jonathan is a nationally recognized speaker, coach, and thought leader regarding behavioral change; he has successfully helped over one thousand CPAs and Financial professionals reinvent their practices. Jonathan is a graduate of the University of Albany and has the following professional designations: CRPC®, AAMS®, RFC®, CRPS®, CAS®, AWMA®, CMFC®.
TIM BARNES, TAX AND BUSINESS EXPERT
Mr. Barnes has been a tax and corporate attorney since 1999 with an expertise in advising corporations, partnerships, non-profits, and high-income individuals on a wide-range of business and tax strategies. Thomas (aka Tim) held tax and corporate attorney positions at top tier law firms and Fortune 250 companies in Boston, Los Angeles, and San Diego before founding his own legal practice, Law Office of Thomas C. Barnes, II. He earned a J.D. and LL.M. in Taxation from Boston University School of Law, as well as his M.A. in spiritual counseling to better serve law clients and the community at large.
ASHLEY TONELLI, LIFE INSURANCE AND CONTRACTING SPECIALIST
Ms. Tonelli began her career in 2006 working at MetLife in their Long Term Care division. In 2007,
she decided to further her insurance career at LPL, where she then spent 9 years specializing in
Underwriting and Life Sales. As a Senior Case Manager, Ashley assisted in leading her territory in high target premium sales with a placement ratio of 87%. Ashley joined ERT in 2016 and is currently our in-house Life Insurance Specialist.
CHRISTI SCHATZBERG, ANNUITIES AND TEAM BASED MODEL SPECIALIST
Ms. Schatzberg started her career in Financial Services in 2009 after graduating from San Diego State University with a degree in Economics. Prior to joining ERT, she was an annuity specialist with Mass Mutual and LPL Financial. Christi is an expert on VAs, FIAs, fixed annuities, SPIAs, and DIAs. She holds her Series 7, 66, and 24 securities licenses as well as the California Life & Health license. Christi’s annuity and training experience enable her to provide unbiased guidance around annuity planning while assisting advisors with the Team Based Model.
MICHAEL APOLLONSKY, MARKETING COACH
Mr. Apollonsky started his career in 2004 by offering internet marketing solutions to financial companies, product infomercial retailers, and online lead generation services. He graduated from San Diego State University with a degree in Marketing and gained a wealth of experience in traditional advertising. After re-evaluating the market, Michael shifted his focus to online marketing and native advertising. His strengths include lead generation, promotional campaigns, and overall online presence.
DETAILS AND TRAVEL INFORMATION
***Mastermind members are responsible for their own hotel and travel arrangements***
Travel: We are located approximately 10 minutes from the San Diego International Airport (www.san.org). We suggest you use Uber, Lyft, or a taxi to get to your hotel and/or event location. We do not suggest you get a rental car, as everything is walking distance. If you are driving to the event, there is a parking garage for a daily rate.
Dress Code: Business Casual
Meals: Breakfast and lunch will be provided by Elite Resource Team each day. If you have any special dietary needs please let us know.
Next Event: August 22-23, 2019
Location: San Diego. Exact location will be provided once registration is approved by ERT.
MASTERMIND MEMBER FEEDBACK
"Steel sharpens steel. The value of joining the Mastermind is to compress your learning curve by stretching yourself out of your comfort zone as a lone wolf advisor. I have learned tremendously more from ERT, Mastermind peers, and specialists in the past 2 years, thus allowing me to achieve my professional and personal goals on an exponential trajectory.”
– Judy Zeigler
“I get so many different ideas from the Mastermind - not only what works in different planning situations, but also how to market myself and my services better. And since I've joined HaydenRock with ERT, I'm doing a much better job fulfilling my passion to assist business owners to not only grow, but also save on their tax bill.”
– Chip Gordy
"Being part of the ERT Mastermind has been highly beneficial to me personally and to my practice. Some of my most successful ideas, practices, and ultimately the results, can be attributed to my Mastermind group interactions.”
– Stephen Burgess
“As a result of the Mastermind, our relationship with CPAs has gone to a new level. For example, this week we sold a tax plan with a fee of $5,000 and received a referral in the same meeting for another client that needs help and is experiencing a seven figure windfall. This year my revenue will jump at least 100 percent.”
– Rick Martinez
“The Mastermind takes all of the ERT training and resources to the next level. Being a member allows me to be surrounded by, and learn from, the best of the best. The training I receive helps me expand my knowledge and hone my skills in all areas of my business. I feel like ERT is always one step ahead and, as a result, we will never be behind the curve in our profession. All of the Mastermind members are outstanding individuals who truly want to help each other, our CPAs, and our clients. The Mastermind feels like a family. Even though we are all in different locations, I feel like I have colleagues I can reach out to any time of day or night. Joining ERT and the Mastermind is the best decision I have made for my career and my future.”
– Marilyn Prevoir