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.
Company Details
- Employees
- 48
- Founded
- 2014
- Address
- 501 West Broadway,
- Phone
- +1-619-981-9703
- in****@****ert.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- elitert.com
- Keywords
- San Diego.
- HQ
- San Diego, California
- Competitors
- San Leandro Education Foundation, HaydenRock Solutions, PinPoint Planning & Strategic Consulting, Prestige Strategies LLC, Citadel Financial Services LLC, Fastest Labs of San Leandro, Angel of Freedom Financial, Royal Fund Management, LLC, National Financial Educators Council, San Leandro Catalyst Collegiate.
Elite Resource Team Questions
Elite Resource Team's helpline number is +1-619-981-9703
Elite Resource Team's website is elitert.com
Elite Resource Team's LinkedIn profile is https://www.linkedin.com/company/elite-resource-team
Elite Resource Team has
48 employees.
View email and phone details for 48
employees at Elite Resource Team.
Elite Resource Team's industry is
Financial Services
Elite Resource Team's top competitors are
San Leandro Education Foundation,
Haydenrock Solutions,
Pinpoint Planning & Strategic Consulting,
Prestige Strategies Llc,
Citadel Financial Services Llc,
Fastest Labs Of San Leandro,
Angel Of Freedom Financial,
Royal Fund Management, Llc,
National Financial Educators Council,
San Leandro Catalyst Collegiate.
Elite Resource Team's support email address is info@elitert.com
Elite Resource Team's categories are Financial Services
Elite Resource Team's founding year is 2014
