REAL STORIES. REAL PEOPLE
Elite Resource Team has trained hundreds of advisors across the US and Canada to help them build a more profitable, sustainable, and rewarding business.
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Joel Beyer, Financial Advisor
"I don't do any marketing. All my clients come from CPA! My partner CPAs call me on a regular basis asking for solutions for their clients. This model really works and it's been real fun!"
Tom McAuliffe, Financial Advisor
With Elite Resource Team I've got the tools. I've got the resources to really stand out from the competition and bring amazing, high-level advanced planning techniques to CPAS in order to help them grow their businesses, and to help them help their business owner clients.
Scott Shaw, Financial Advisor
"This financial advisor training program has given me a plan to work to convert my business to a team based model versus a cold calling and referral based model."
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