REAL STORIES. REAL PEOPLE
Elite Resource Team has trained thousands of advisors around the world to help them build a more profitable, sustainable, and rewarding business.
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David Doerr, Financial Advisor
"I was able to learn what the CPA practice is all about and find the ways to address the needs of CPAs in a systematic way. Thus, creating consistent results!"
Marilyn Prevoir, Financial Advisor
"Within the first 30 days I knew that I've actually found something different - exactly what I was looking for." I'm excited about the value that I'm actually bringing to people now."
Stephen Burgess, Financial Advisor
"A Gamechanger! I now work with professionals and I can finally manage my time towards providing solutions as opposed to just going out "fishing", so to speak. There are so many strategies I didn't know existed that I can now apply to solving problems for CPAs and their clients.
Chip Gordy, Financial Advisor
"Using this model I was able to show CPAs how to save time and charge more for their services by being holistic and proactive at tax planning. I now have 12-15 specialists at my fingertips that help CPAs and their clients save money. It's really a WIN / WIN / WIN for a financial advisor, CPA and his / her clients."
Doug Foster, Financial Advisor
"Aligning myself with CPAs gives me instant credibility as CPAs usually are the most trusted business advisors. When I show CPAs what I can provide them and their clients with, it's received well. Team Based Model provides a process that is systematic and, best of all, it works!"
Judy Zeigler, Financial Advisor
"Partnering with a CPA and offering small business solutions is a way to improve your own lifestyle. Through Team Based Model I was able to learn how to work with business owner clients as opposed to W2 employees. I've also gained access to specialists and concepts that are extremely valuable to CPAs and their business owner clients."
Dave Morgan, CPA
"Best thing about working with my partner, a financial advisor, is having all the solutions presented to me that I didn't know were even available. My clients are now infinitely happy with what I can offer to them with the help of Team Based Model!"
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