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021: Building Successful CPA Partnerships: Redefining the Advisor-CPA Relationship with Anton Anderson
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Want to revolutionize your advisory business? Join us as we sit down with Anton Anderson, CEO of Elite Resource Team, who shares his unique approach to forming strategic partnerships with CPAs. Anton, a trailblazer in his field, unpacks the profound differences between advisors and CPAs, breaking down stereotypes that have long hampered successful partnerships. With Anton's insights, we delve into understanding the CPA's mindset and how advisors can communicate value and foster trust.
In our thought-provoking conversation, Anton shares how a game-changing, team-based business model can redefine the way financial services are provided to clients. Anton's business model encourages a proactive, holistic planning approach, transcending the traditional client-advisor relationship.
We discuss Anton's concept of a "virtual family office" and its five integral areas, offering valuable advice to advisors seeking to bring value to CPAs and their very best clients.
We delve into the mechanics of maximizing CPA partnerships for advisors. By setting realistic expectations and fostering a healthy relationship, Anton believes advisors can tap into the treasure trove of opportunities.
About our Guest: Anton Anderson is the CEO of Elite Resource Team.
You can learn more about his work at:
https://www.elitert.com
https://www.linkedin.com/in/antonjanderson/
https://www.antonjanderson.com/
About Your Host: Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.
As the author of three books, including The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and Million Dollar Producer: The Secret Playbook For Financial Professional's To Land High-Value Clients Using LinkedIn, Paul has become a leading authority for financial professionals on using writing and LinkedIn to attract high-value clients
You can get a complimentary copy of Paul's book at: www.theshortbookformula.com
Claim your free audiobook copy at: www.theshortbookformula.com
Chapters
1. 021: Building Successful CPA Partnerships: Redefining the Advisor-CPA Relationship with Anton Anderson (00:00:00)
2. Successful Advisor-Cpa Partnerships (00:00:31)
3. Building Advisory Business Through Strategic Partnerships (00:14:22)
4. Maximizing CPA Partnerships for Advisors (00:23:20)
5. The Value of CPA Partnerships (00:30:17)
6. Partnering With an Accountant for Book (00:40:29)
7. Leveraging Collaboration for Success (00:45:31)
62 episodes
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