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Anton Anderson
Managing partner at Elite Resource Team, a training company that trains financial advisors and insurance agents how to build proactive and holistic partnerships with primarily accountants.
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Jan 26, 2022
• 46min
The Virtual Family Office: How To Nurture Advisor-CPA Relationships With Anton Anderson
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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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