Member Reviews
Justin Mundt, Financial Advisor
I now work exclusively with clients of my CPA partners.
Marilyn Prevoir, Financial Advisor
It's been a massive evolution for me and my career.
Brandon Thornton, Accountant
We have fully transitioned to a value based proposition now. There's no more time or form based fees & the focus now is mainly in the advisory space.
Kwesi Robotham, Financial Advisor
The traditional way is outdated. It's obsolete. Especially in the target market that we're looking to work in, affluent business owners and executives, are actually looking for and demanding, the service that we are now delivering.
Shuey Wynne, Financial Advisor
I have never been more excited about the future of my business.
Sterling Hirsch, Financial Advisor
Elite provided me with strategic relationships to offer solutions to my clients in a more efficient way.
Greg Keiper, Insurance Agent
Now I'm able to work with more high net worth, more mass affluent and business owners because I have a whole lot more tools in the tool belt working in collaboration with my partners in the Virtual Family Office.
Michael Simms, Financial Advisor
I've had a 400% increase in revenue since last year.
Hal Cromwell, Insurance Agent
Working with Elite is the smartest business decision I've made in my career.
Ron Elwood, Certified Public Accountant / CFO
I was attracted to my advisor's plan to tailor to client needs versus selling a product.
Jeff Golbois, Certified Public Accountant
Do the process, follow the steps - it does work. Trust the process.
Andrew Windham, Financial Advisor
Life is better; it's more fulfilling. Success is simpler.
Jack Branch, Financial Advisor
It's changed my business from more transactional to more consultative, and working in a team environment.
Jason Bright, Financial Advisor
Working with Elite impacted my future, I think it's going to be pretty dramatic to be honest with you.
Chris Wallace, Financial Advisor
I really like the program. I like the way that it's laid out. It's easy to follow, but you've got to follow it.
Joseph Lopresti, Financial Advisor
You always hear industry experts telling you you'll get your best clients from referrals from other professionals.
But how do you establish those other professional relationships?
When I found ERT, I found that they had a method. They had a process & since employing this process, I am talking to accountants regularly, and they're receptive to my communication.
Tricia McCullough, CPA
They have the structure, they have the training, and they gave me the confidence to move forward.
I will sell my compliance company and just do the business consulting I’m passionate about.
Jim Jones, Financial Advisor
By learning how to leverage CPAs, learning how to develop those relationships and be able to work with a CPA, the marketing costs have dropped significantly.
Stacey Andres, Financial Advisor
The sky's the limit here. I'm excited about the expert team that is available, because that's significantly greater now.
Charles West, Financial Advisor
We can solve problems that we previously couldn't even speak intelligently about or we would have to ignore those problems. So it means that we can take on more higher net worth clients, with more complex problems.
Eric Runge, Financial Advisor
What's the most fun is the mindset shift. I'm having more fun in my business than I've ever had in seventeen years.
Eric Partin, Insurance Agent
It's just been a game-changer. I'm a better person. I enjoy the iron sharpening iron with the people in this room.
Ed Kollada, Financial Advisor
The amount of resources, the amount of mindshare that has come about from being part of ERT is just breathtaking.
Jeffrey Rainer, Financial Advisor
What makes me most excited is we're getting a lot of incredible feedback, not only from CPA's, but from our clients.
Lee Schwartz, Insurance Agent
It's allowed me to kind of step into realizing that I'm very good at something, and that is actually connecting people and knowing what my lane is, but being able to take that pressure off.
Steven Cox, Financial Advisor
I am most excited about not having to wonder where the next client is coming from and being able to spend more time doing advanced planning for our clients instead of doing a lot of sales and marketing and different things.
Merrill Taylor, Certified Public Accountant
In the past it was painful when a client would email and say, we have some kind of a need that was outside of my tax realm. And so I'm excited to have a network where people can come and I can actually provide that help for them.
Paavan Kotini, Insurance Agent
Once you provide that deep value for that one client, initially, and [focus on] doing it right and organically learning, that client has introduced me to other people and I've never asked for a referral.
Mark Wade, Financial Advisor
We had elements of what we needed to be successful. But Elite brings to the table for us, the systems and the processes to help us execute on what our ultimate goals are for our clients.
John Elias, Attorney
All of the advisors on the team play well in the sandbox and can handle whatever calls come in from the client, and put the client in the right hands to get that issue addressed.
David Brooks, Financial Advisor
We have just a plethora of specialists that we can bring in for various situations to give our clients really the best solutions.
James Lavorgna, Financial Advisor
Besides having a lot of educational opportunities for CPAs, they also have a lot of educational opportunities for us and different marketing opportunities as well.
Robert Cannon, Financial Advisor
We've got a lot of clients that come in strictly because they want to work in a virtual family office structure. In the future, I definitely see us expanding.
Susan Marshall, Financial Advisor
I no longer feel like I’m working in a silo, I have a whole team and network behind me.
Lance Peters, Financial Advisor
Elite ... really opened my eyes as far as how much more I could do. I always knew that I could do more, but I just didn't have the resources to be able to really make a huge difference and impact on my client's lives. Now I'm able to bring strategies to really make a big impact.
Carson Grover, Financial Advisor
I realized very quickly I needed something that was going to help me stand apart from other financial advisors and that's when I found Elite Resource Team.
Gina Tang, Financial Advisor
After I found Elite Resource Team I'm able to bring a lot value to the client & they appreciate it. I get a lot of referrals. My income tripled, maybe 4x this year
Vincent Mongare, Financial Advisor
I’m delivering value & educating the client. Elite Resource Team has become a very powerful resource to me.