Quantum Growth for Financial Advisors The Virtual Family Office: How To Nurture Advisor-CPA Relationships With Anton Anderson
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Jan 26, 2022 In this enlightening discussion, Anton Anderson, managing partner at Elite Resource Team, shares his expertise on fostering strong advisor-CPA partnerships. He unveils effective strategies for cultivating referrals within just 90 days. The conversation delves into the evolving dynamics post-COVID, emphasizing trust, communication, and personalized coaching. Anderson also discusses common pitfalls advisors face and the crucial role of CPAs in navigating today's financial complexities, all aimed at enhancing client experiences and outcomes.
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Origin of Elite Resource Team
- Anton Anderson founded Elite Resource Team to train advisors on building holistic CPA partnerships and virtual family offices.
- The company evolved from his experience and passion for education and entrepreneurship.
90-Day CPA Partnership Plan
- Establish clear plans with CPAs by understanding their goals and creating joint implementation habits.
- Meet biweekly for 90 days to build consistent referral habits and trust.
Sustaining CPA Referral Momentum
- The hardest part in CPA partnerships is maintaining consistent engagement after the initial agreement.
- Outsourcing coaching to specialists builds accountability and overcomes advisors’ emotional barriers.