CPA Team Based Model
 

Elite Advisor Academy

Welcome to the July 2017
Elite Advisor Academy Registration!


***Only for advisors in the CPA Team Based Model Training Program 
who are at least through Week 7***
 

Are you ready to take your success with the CPA Team Based Model to the next level? During this 3-day event we're going to give you everything we've got to help you build relationships with CPAs, and really examine what it takes to close large cases with business owners.

Here's a look at some of the things we'll cover over these three days:

1. Review - Detailed review of the 5 phase process required to build successful relationships with CPAs

2. Top Planning Strategies - Overview of the top 12 planning strategies our successful advisors are using with CPAs (including Cost Seg, Charitable LLCs, Cost Remediation, and many more)

3. Revenue Opportunities - Detailed discussion on the revenue opportunities through working with the team of professionals

4. Role-playing - Live role playing of CPA meetings

5. Panel Discussion -  Hear from a panel of our successful advisors about their experiences with their CPA partners, and get your questions answered!

6. CPA Discussion - Live discussion with a CPA who's partnered with one of our advisors to hear from his perspective what you NEED TO KNOW when working with CPAs

7. Marketing - For the first time we'll be sharing live the new marketing opportunities we have available for advisors, including Business Owner Leads, CPA Leads, advisor websites, customized CPA brochures, and much more!

8. Commission - After 6 months of building, we'll be revealing our new revenue structure for advisors working with ERT! This is unlike anything we've seen in the industry.

9. One-on-one Consultations - We'll also include two free 15-30 minute private consultations:

                A) with our Director of Marketing to map out a 6 month marketing plan to incorporate our marketing opportunities

                B) with one of our coaches to review your individual progress thus far and map out a 6 month plan to get your relationships with CPAs to the next level.

Details and Travel Information

Dates: July 12 - 14, 2017 (9am - 4pm)

Location: ERT's Office, 501 W. Broadway, San Diego, CA 92101, 800.228.9290

***Advisors are responsible for their own hotel and travel arrangements***

Travel: We are located approximately 10 minutes from the San Diego International Airport (www.san.org). We do not suggest you get a rental car, as everything is walking distance. If you are driving to the event, there is a parking garage for a daily rate.

Dress Code: Business Casual

Continental Breakfast and Lunch: Breakfast and lunch will be provided by Elite Resource Team. If you have any special dietary needs please let us know.

Registration

Please follow these steps for a successful registration:
  1. Discuss any event questions with Ashley Tonelli, by calling 619.400.4984.
  2. Complete the “Registration Form” below.
  3. Make your $150 refundable deposit using the below “Pay Now” button.

Please complete the information then "Submit" your registration.


 
Contact Information
Phone: 888.626.9672
Email: info@elitert.com

501 West Broadway, Suite 800
San Diego, CA 92101

Questions regarding the event: atonelli@elitert.com or call 619.400.4984.