REVIEWS
Justin Mundt
Financial Advisor
"I now work exclusively with clients of my CPA partners."
Michael Simms
Financial Advisor
"I've had a 400% increase in revenue since last year."
Ryan Foncannon
Financial Advisor
"I've found the missing catalyst that I needed to start working on actual cases."
Kevin O'Brian
Financial Advisor
"Elite offers a number of exciting tools for us to grow our practice."
Tom McAuliffe
Financial Advisor
"I'm now able to offer higher level planning techniques to CPAs and their clients who truly need it."
Dave Doerr
Insurance Agent
"Closing $400,000 target premium tonight!"
Marilyn Prevoir
Financial Advisor
"It's been a massive evolution for me and my career."
Geoff Raynor
Financial Advisor
"Elite Resource Team is teaching me a proven system to help me achieve much better results."
Bob Coleman
Financial Advisor
"My clients have never seen anything like what I'm able to deliver to them now."
Andy Bowman
Financial Advisor
"My clients are paying me money because I'm bringing them thtremendous value and success."
Javier Garcia
Insurance Agent
"I now take my CPA partners way beyond what other advisors could ever offer them."
Jason Bright
Financial Advisor
"I'm getting a positive response from clients I never thought I would approach."
Sterling Hirsch
Financial Advisor
"Elite provided me with strategic relationships to offer solutions to my clients in a more efficient way."
Hal Cromwell
Financial Advisor
"Working with Elite is the smartest business decision I've made in my career."
Kate Seastone
Financial Advisor
"I have a cohesive plan that helps clients elevate their game."
Joel Beyer
Financial Advisor
"I’ve never been this busy…and it’s GREAT work."
Chip Gordy
Financial Advisor
"My partner CPAs want to provide services that they are not equipped to handle. I fill that gap for them!"
Darryl Chouinard
Financial Advisor
"I'm already working with 4 CPAs on several strategies for their clients."
Colleen Wallace
CPA
"We now provide expertise and value for our clients that we couldn't provide before."
Ron Elwood
CPA
"I was attracted to my advisor's plan to tailor to client needs versus selling a product."
Jeff Golbois
CPA
"I've completed a few cases and several more are in the works. The process definitely works!"
Rob Foncannon
CPA
"The ERT Advisor showed me a systematic process. I'm already seeing the growth."
Raquel Mack
CPA
"I've finally converted my practice into a practice of my dreams!"
Ian Welham
Financial Advisor
"Rapid increase in my book of business. The tools I have provide value to any CPA."
