Financial Advisor's Workshop with Brian Kasal #102 Why the Wealthiest Clients Want a Virtual Family Office, Not a Plan w/ Anton Anderson, CEO, Elite Resource Team
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/
Anton Anderson (http://www.elitert.com/) is the CEO of Elite Resource Team. 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 reducing the inefficiencies that Financial Advisors experience using traditional cold marketing techniques and referral models.
In this episode, Brian and Anton discuss:
1. Disrupting the Status Quo: The CPA–Advisor Partnership Model
2. Why Your Wealthiest Clients Need a Virtual Family Office—Not Just Advice
3. The End of the One-Man Advisor Model
4. What Oprah, the Waltons, and Gates Know About Wealth Management
Website: http://www.elitert.com/
Facebook: http://facebook.com/eliteresourceteam
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