REVIEWS

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Michael Simms

Financial Advisor

"I've had a 400% increase in revenue since last year."

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Ryan Foncannon

Financial Advisor

"I've found the missing catalyst that I needed to start working on actual cases."

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Rick Martinez

Insurance Agent

"I'm working with multiple CPAs and I'm seeing that snowball effect."

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Kevin O'Brian
Financial Advisor

"Elite offers a number of exciting tools for us to grow our practice."

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Tom McAuliffe

Financial Advisor

"I'm now able to offer higher level planning techniques to CPAs and their clients who truly need it."

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Dave Doerr

Insurance Agent

"Closing $400,000 target premium tonight!"

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Marilyn Prevoir

Financial Advisor

"It's been a massive evolution for me and my career."

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Geoff Raynor
Financial Advisor

"Elite Resource Team is teaching me a proven system to help me achieve much better results."

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Bob Coleman
Financial Advisor

"My clients have never seen anything like what I'm able to deliver to them now."

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Andy Bowman

Financial Advisor

"My clients are paying me money because I'm bringing them thtremendous value and success."

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Javier Garcia

Insurance Agent

"I now take my CPA partners way beyond what other advisors could ever offer them."

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Tyler Furger

Financial Advisor

"The chances of me converting business owners are now much higher with the tools I have."

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Sterling Hirsch
Financial Advisor

"Elite provided me with strategic relationships to offer solutions to my clients in a more efficient way."

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Hal Cromwell
Financial Advisor

"Working with Elite is the smartest business decision I've made in my career."

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Kate Seastone

Financial Advisor

"I have a cohesive plan that helps clients elevate their game."

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Joel Beyer

Financial Advisor

"I’ve never been this busy…and it’s GREAT work."

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Chip Gordy

Financial Advisor

"My partner CPAs want to provide services that they are not equipped to handle. I fill that gap for them!"

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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."

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Ron Elwood

CPA

"I was attracted to my advisor's plan to tailor to client needs versus selling a product."

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Jeff Golbois

CPA

"I've completed a few cases and several more are in the works. The process definitely works!"

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Rob Foncannon

CPA

"The ERT Advisor showed me a systematic process. I'm already seeing the growth."

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Raquel Mack

CPA

"I've finally converted my practice into a practice of my dreams!"

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Ian Welham

Financial Advisor

"Rapid increase in my book of business. The tools I have provide value to any CPA."

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