The Art of Collaboration Between Advisors and Accountants

This Free Book is for you if…

You’re an advisor tired of sporadic leads and want a reliable way to grow your firm.

Or, you’re an accountant looking to add high-value services that clients actually need.

This book will show you exactly how to form profitable, lasting partnerships that benefit you and your clients.

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About the Authors

Anton Anderson
CEO of Elite Resource Team

Anton Anderson began his career in 2003 with Smith Barney while studying business in college and graduated from the University of California, Santa Barbara in the top 3% of his class.

In 2008 he co-founded SPL Financial, which grew into a thriving practice, before selling in 2014 to start Elite Resource Team. Recognized as the top training company teaching Financial Advisors and Accountants how to form profitable partnerships, Elite Resource Team has thousands of clients across North America, as well as 75+ Virtual Family Office specialists that are accessible to advisors and accountants.

Paul Latham
Executive Partner at Elite Resource Team

Paul is a serial entrepreneur who qualified as a Chartered Accountant in the U.K. with Crossley and Davis (which eventually became Lathams Chartered Accountants), becoming a Partner in 1986 and Head of Business Services in 1993.

Whilst at Lathams, Paul started to develop the advisory processes which are today at the heart of Elite Proactive Planning Process.

When Lathams was sold to Tenon Group Plc in 2001 for nearly $45M, Paul became National Head of Business Planning at Tenon. Paul left Tenon to become Finance Director at Debt Free Direct Group Plc where he was a Founding Director and helped to take the business public. DFD rapidly grew to become the market leader in debt advice in the UK.

Paul emigrated to the USA in 2011 and has since developed several business interests, including being a Founding Partner of HaydenRock Solutions and Elite Mastermind, both of which are today part of Elite Resource Team.