New Book for Advisors

Get the Proven Framework for Advisors to Build Accountant Partnerships

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Secure Accountant Partnerships
Get your FREE copy of The Science of Building Accountant Partnerships today and learn how to:
 
  • Attract quality Accountants by giving them access to a Virtual Family Office
  • Pinpoint which Accountants to approach by spotting the ones whose clients are a fit for advanced planning
  • Build partnerships you can monetize and maintain, so the work keeps producing long after the first introduction

 

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What’s Inside?

  • The Partnership 5-step process

     

  • How to identify and contact the right Accountants to approach

  • How offering Virtual Family Office access turns Accountants into committed partners

  • How to monetize and maintain Accountant partnerships over the long term


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This Book is for you if…

  • You've tried to build Accountant partnerships before and it stalled
  • You know Accountants could send you advanced planning work, but you're not sure how to start
  • You want lasting Accountant partnerships rather than one-off introductions

This book shows you how Advisors across the country are building fruitful partnerships with Accountants.

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The Science of Building Accountant Partnerships shows advisors exactly how to turn Accountant relationships into a steady source of advanced planning work.

This book is built around a proven process, so you are never improvising. Whether you are starting your first partnership or adding your fifth, you will find a clear path the Accountant will actually say yes to.

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About the Authors

Anton Anderson
CEO of Elite Resource Team

Anton J. Anderson is the co-founder of Elite Resource Team. Since 2012, Anton has helped advisors offer more proactive, holistic planning, training over 1,200 advisors to form accountant partnerships and run a Virtual Family Office. He is the co-author of The Art of Collaboration and The Art of Proactivity.

Paul Latham
Executive Partner at Elite Resource Team

Paul Latham is a qualified Chartered Accountant who built Lathams in the UK into a forward-looking firm before selling it in 2001. Paul moved to the USA in 2011 and co-founded Elite Resource Team, helping advisors and accountants leverage the power of a Virtual Family Office.

 

Download Your Free Copy Today!

Just fill out the form and download your free copy of The Science of Building Accountant Partnerships