TRAINING

We help you build the Firm of the Future to give you an unfair competitive advantage in the marketplace.

If you are like most advisors, you are busy being busy! You need to shift your focus from spinning plates to building a business by design that creates significant equity value through a structured process.  Collectively, our team has helped thousands of advisors achieve explosive growth in their businesses and we are willing to do the same for you!

The first step is shifting your mindset to think like a business owner rather than a financial advisor.  We call it a CEO mindset. In short, this allows you to focus on what’s important – solving clients’ problems, placing insurance or gathering assets, and partnering with CPAs.

COACHING

The BEST way to accomplish a goal is by learning from someone who has already done it successfully. ERT provides coaching for advisors (and their CPAs) to create RESULTS.

COMMUNITY

It is hard changing your business while surrounded by the same people. Through our virtual community, as well as in-person meetings and conferences, you’ll be surrounded by successful advisors all supporting each other on their journey and acting as a resource for one another.

PRACTICE MANAGEMENT

If you want to make the transition to a CEO Mindset, you need to understand issues such as staff recruiting, training and development. We’ll provide you access to a dynamic business advisory platform to help you build a better business, so you can help your CPA Partners build better businesses.

ADVANCED MARKETS

Access to a team of planning specialists for all advanced markets needs. If you focus on the client’s largest problems, you’ll be happily surprised to see that the life insurance and AUM comes along for the ride.

ACCOUNTING FIRM RESOURCES

We have over 25 years of experience helping accounting firms successfully add forward looking services like wealth management, insurance planning, and business advisory services by partnering with advisors.

SYSTEMS & PROCESSES

We turn the guesswork of partnering with CPAs and growing your business into a science using our proven process.   

COMPLIANCE

Work with a compliance team that understands the Team Based Model, business advisory services, tax planning and specialist relationships. We provide training to help you navigate your compliance requirements.

PRACTICE ACQUISITION AND SUCCESSION PLANNING

Help financial advisors grow through acquisition, protect their business with a succession plan, and manage the transition of their business through the right connection and service.

NO CHANGE to RIA/BD/IMO

We do not require you to change your RIA, BD, or IMO. We charge advisors and agents a fee for our CPA training program and related events.

OUR TRAINING INLUDES

  • Lifetime access to online Training Portal with videos, email templates, phone scripts, meeting scripts, library of advanced planning strategies, template agreements, and much more

  • Three weekly group Q&A calls to discuss CPA meetings, client situations, planning strategies, case design, and any other questions or concerns from our members

  • Private training community with hundreds of other advanced advisors and national specialists to share success, ask questions, and form strategic relationships

  • Invitations to private training events (in-person or live-stream) with other advisors, CPAs, and top technical and thought leadership experts from around the world

Interested in learning more? Click above to access a FREE DEMO of the Team Based Model. 

TRAINING EVENTS

Elite Advisor
Academy

2-day live event for financial advisors and insurance agents participating in the Team Based Model training.

Elite Tax Planning
Academy

2-day live event for financial advisors and accountants bringing together some of the most forward-thinking professionals in the industry.

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