Inside Elite's CPA Partnership Training Program: A Behind-the-Scenes Look
The Training Platform Overview
Elite Catalyst, the main training community, maintains an exclusive cap of 300 members to ensure quality engagement. Currently serving 277 members, the platform offers:
- Interactive community discussions
- Comprehensive training modules
- Live coaching calls
- Implementation support
- Resource sharing
Real Success Stories
The community regularly shares tangible results:
- Dale Montgomery: Successfully secured first CPA partnership
- Eric Restrepo: Signed three CPA engagement agreements
- Rich Lamore: Generated $4.5M in new business within 10 days
- Michael Sims: Produced $150,000 revenue in single month
- Ryan Funnican: Achieved $300,000 monthly revenue with tax professionals
The Partnership Structure
Successful CPA partnerships include:
- Weekly or bi-weekly strategy meetings
- Minimum two client introductions monthly
- Potential for 4-8 monthly introductions per CPA
- 80%+ closing ratio on introductions
- Trust transfer through joint meetings
Comprehensive Training Approach
The program provides structured support through:
- Six detailed training modules
- Step-by-step implementation guides
- Meeting scripts and templates
- Engagement agreements
- Compliance documentation
- Expert coaching support
Live Support System
Members receive ongoing assistance through:
- Four weekly live calls
- Direct access to coaches
- Peer learning opportunities
- Implementation guidance
- Strategy refinement
The Win-Win-Win Model
This approach creates multiple benefits:
- Advisors gain quality introductions
- CPAs improve work-life balance
- Clients receive comprehensive service
- Everyone benefits from reduced fragmentation
- Better outcomes through collaboration
The program transforms traditional referral relationships into strategic partnerships that benefit all parties while delivering superior client service through integrated professional collaboration.
