Elite Resource Team

Elite Resource Team, headquartered in San Diego, California, is a United States-based company of 25 employees. Elite Resource Team offers training services to Financial Advisors. Their main focus is assisting Financial Advisors with developing relationships and collaborating effectively with CPAs, leveraging a distinctive methodology known as the CPA Team Based Model and a patent pending process. Their system aims to enhance proactive, holistic planning initiatives for clients by empowering Financial Advisors to identify, engage, monetize, and maintain relationships with CPAs, thereby creating mutual benefits. Their unique program assists Financial Advisors in overcoming typical challenges encountered within traditional cold marketing approaches and referral models. Elite Resource Team's platform is accessible on elitert.com.