CPA Team Based Model

Elite Advisor Academy

Welcome to the January 2018
Elite Advisor Academy Registration!

***Only for advisors in the 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 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 - We'll be sharing new marketing opportunities we have available for advisors, including Business Owner Leads, CPA Leads, advisor websites, customized CPA brochures, and much more!

8. One-on-one Consultations - We'll also include free 30 minute private consultations.

Details and Travel Information

Dates: January 24 - 26, 2018 (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 ( 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.


Please complete the information then "Submit" your registration.

Notice: If you Register for the event and DO NOT ATTEND you will be charged $150. 

Contact Information
Phone: 888.626.9672

501 West Broadway, Suite 800
San Diego, CA 92101

Questions regarding the event: