Elite Resource Team teaches Financial Advisors how to truly differentiate themselves by working with CPAs in a proven and efficient system. Using the CPA Team Based Model and a patent pending process, Financial Advisors are able to identify, contact, engage, monetize, and maintain relationships with CPAs, resulting in much more proactive and holistic planning. This win/win relationship allows the CPA to deliver the value that their clients want and need, while simultaneously reduces the inefficiencies that Financial Advisors experience using traditional cold marketing techniques and referral models.

Accounting

Business Development

Consulting

Finance

Personal Finance

Elite Resource Team

Anton Anderson

Nick Naseman

Robert Nevarez Founding Partner

This department provides expert consultation and guidance on CPA team-based models.

Consulting Services

This department provides expert financial guidance and strategic tax advice to professionals and clients.

Financial Advisory

This department focuses on developing strategic plans and providing expert consulting for team-based models.

Planning and Consulting

This department focuses on enhancing and managing relationships with members to ensure their success and satisfaction.

Elite Resource Team

Org chart

Teams

Consulting Services

Financial Advisory

Planning and Consulting

Member Services

Offices

Elite Resource Team

Org chart

Teams

Consulting Services

Financial Advisory

Planning and Consulting

Member Services

Offices

Related companies