040: 10 Years of Transforming Advisor-CPA Relationships with Anton Anderson

Million Dollar Producer Show

In this episode, I welcome back Anton Anderson, CEO of Elite Resource Team, as my second repeat guest. He will share his unique approach to forming strategic partnerships with CPAs.
We explore the transformative power of collaboration in wealth management, highlighting Anton's transition from traditional financial advisory to founding the Elite Resource Team (ERT). As his company approaches its 10-year anniversary this April, we spotlight its role in fostering partnerships between advisors and CPAs for comprehensive client service.
Moreover, we discuss the impact of COVID-19 on virtual collaboration and offer a sneak peek at the upcoming Elite Growth Academy event. Anton also announces his forthcoming book on the subject.

Listen the first episode with Anton HERE
Anton's Background

• Early career at Smith Barney, transitioned to a smaller firm in San Diego focusing on comprehensive, holistic planning.
• Founded Elite Resource Team (ERT) in 2014 after a significant career moment involving a client's CPA.

The Evolution of ERT

• ERT's mission: Facilitate collaboration between wealth managers, insurance agents, CPAs, and attorneys to serve business owners and high-net-worth clients more effectively.
• Anton's shift from traditional practice to working exclusively with CPAs.
• The realization of the importance and impact of CPA partnerships in wealth management.

Growth, Evolution and the Future of ERT

• Early challenges and the grind of establishing a new business model.
• Significant growth from 2017 onwards, driven by effective marketing and clear targeting.
• Transition towards building a sustainable, system-driven business beyond just Anton and the initial team.
• ERT's 10-year anniversary event in San Diego, open to both clients and non-clients.
• Anton's vision for ERT and the industry: fostering deeper, more collaborative relationships for better client service.

The Impact of COVID-19

• COVID-19 as a catalyst for the widespread acceptance of virtual collaboration.
• The pandemic accelerated the adoption of ERT's model by breaking down geographical barriers between advisors and CPAs.

Anton's Upcoming Book

• The decision to write a book as a means to share the ERT model and philosophy more broadly.
• The book as a tool for advisors to establish credibility and foster relationships with CPAs.

About our Guest: Anton Anderson is the CEO of Elite Resource Team.
You can learn more about his work at:
https://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.

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Chapters

1. 040: 10 Years of Transforming Advisor-CPA Relationships with Anton Anderson (00:00:00)

2. Building CPA Partnerships for Success (00:00:31)

3. Navigating Growth and Sustainability in Business (00:12:19)

4. Accelerating Business Growth Through Virtual Collaboration (00:21:03)

5. Collaboration and Thought Leadership for Advisors (00:34:39)