Partnership Fast Track

Our Proven 5-Step Accountant Partnership Process

Step 1: Identify:

We help you identify ideal accountant partners—typically small to mid-sized firms serving business owners and affluent individual

Step 2: Contact:

Our team provides outreach templates, scripts, and guidance to initiate contact. We help you lead with value and differentiate yourself from the dozens of advisors who send generic partnership requests.

Step 3: Engage

We attend every prospective accountant meeting with you and lead the majority of the conversation through our proprietary 3-meeting process.

Step 4: Monetize

Once the partnership launches, you benefit from client introductions directly from the accountant. You keep 100% of all AUM, financial planning, and insurance revenue from these introductions.

Step 5: Maintain

The difference between a one-time referral and a decade-long partnership comes down to consistent maintenance. Regular scheduled meetings and continuous value-building turn a single partnership into a long-term source of qualified introductions.

Why Accountant Partnerships Work

The financial services industry is built on trust, and few professionals command more trust from business owners and high-net-worth individuals than their accountants.

For financial advisors looking to expand their practice with qualified introductions, accountant partnerships represent one of the most effective strategies available.

However, most accountants are approached by dozens of advisors every year asking for referrals. What makes them actually want to partner with you?

The Secret?

We have the largest Virtual Family Office in North America. When you bring Virtual Family Office value, accountants proactively want to partner with you.

WITHOUT Accountant Partners:

Spend too much on marketing
Constantly pursue cold prospects
Low close rates (10-20%)
Stuck on the marketing hamster wheel

WITH Accountant Partners:

Near-zero marketing costs
Warm introductions from a trusted source
70-80% close rates
1-2 new clients weekly on autopilot

Our Done-With-You Approach Includes:

3 Hours of Training

Condensed down from 80+ hours of content to only the most effective strategies

Proprietary Email Templates

Proven scripts to get accountants excited to meet with you

Meeting Scripts

Exactly what to say in each of the 3 accountant meetings

Our Team Attends With You

We lead the meetings and handle objections—you will never feel alone

Dedicated Member Success Manager

We have someone to help guide you through the entire program

Access to Our Community

Connect with advisors who've been where you are and share best practices

About Elite Resource Team

Elite Resource Team (ERT) is North America's largest Virtual Family Office provider. We enable advisors to offer billionaire-level family office services to their clients through our team of 75+ vetted specialists. Founded by Anton Anderson and Paul Latham (who sold his 225-employee accounting firm for $45 million), ERT was built on a simple idea: advisors and accountants working together as a coordinated team can deliver extraordinary results for clients and share in the revenue created.

Frequently asked questions

What is the time commitment of Partnership Fast Track?: The program is specifically designed for busy advisors. Consistency beats intensity. That’s why all we ask is for you to commit just 2 hours per week.
Will an accountant partner with me after just one meeting?: No, we use a 3-meeting process with accountants that has a 40% success rate, which is incredibly high.
What type of accountants should advisors partner with?: We teach you which accountants to look out for, but they are primarily solo owner firms or small partnerships with 1-3 partners. This is because smaller firms can move faster, adapt quicker, and make decisions without layers of approval.
What is a Virtual Family Office?: A Virtual Family Office (VFO) brings together professionals across multiple disciplines including tax planning, wealth management, legal services, business advisory, and risk mitigation, all collaborating to deliver comprehensive, coordinated advice for your clients. It's the same concept as the family offices used by billionaire families like the Rockefellers, Bezos, and Waltons, but accessible to your mass affluent, high-net-worth, and successful business owner clients. Many advisors are able to bring an accountant partner’s clients incredible value through having access to a VFO.
Can you give a clarification of the legal entity or entities involved and the relationship between Elite Resource Team and the Advisor?: Elite Resource Team (ERT) is a business development and facilitation services company based in San Diego, CA. ERT is NOT an RIA, Broker-Dealer, or IMO. There is no legal partnership, joint venture, or agency relationship between ERT and the advisor. The advisor is simply a customer purchasing ERT's training and meeting facilitation services to help establish professional relationships with accounting firms.
Are any advisory clients referred to, interacted with, or otherwise impacted by this activity, and how are client boundaries maintained?: The advisor's existing clients are not affected. ERT has no access to advisor’s client list, client accounts, or client data, and does not contact advisor’s clients. The program generates new client introductions from accountant partners. When accountants’ clients seek to learn more about an advisor's services, they are introduced directly to the advisor and the advisor can take them through their standard onboarding process under existing BD/RIA supervision.
Are there any anticipated marketing, educational materials, presentations, or future web activity related to this activity?: ERT provides email templates and scripts for outreach to accountants (advisor-to-accountant communications, not client-facing). ERT also offers optional Elite Marketing Services with pre-loaded marketing campaigns, but use of these services are not required. There is no co-branded marketing or required changes to the advisor’s website. Any marketing materials the advisor finds potentially valuable can be submitted for compliance review prior to use.
Can you give a detailed description of the advisor’s role and day-to-day responsibilities associated with this activity?: The advisor’s role is limited to: (1) completing ERT's 3-hour training on accountant partnership development, (2) identifying and reaching out to prospective accountant partners, (3) attending meetings with prospective accountants along with ERT staff to discuss strategic partnership and explore all parties’ roles, and (4) maintaining ongoing relationships with accountant partners through regular client introduction review meetings. All client-facing work and regulated activities continue through the advisor’s normal channels under existing supervision. Time commitment is designed to be 2 hours per week.
Can you give confirmation of whether there is any direct or indirect compensation or economic benefit (including referral fees, revenue sharing, future compensation, or non-cash benefits)?: The advisor pays ERT a fixed program enrollment fee for their services. When VFO Specialist services are utilized (tax planning, business advisory, etc.) by the accountant’s clients, ERT offers to share in that specialist fee revenue with the advisor. However, that is completely optional and up to each individual advisor or advisor’s compliance team to determine. Additionally, ERT does not participate in or receive any portion of the advisor’s AUM fees, financial planning fees, insurance commissions, or any other regulated product compensation — the advisor retains 100% of all such revenue. There are no referral fees paid to anyone for client introductions.