Large Cases from CPAs - Review Call with Elite Resource Team

August 16, 2019 | By Elite Resource Team
Financial Advisors

Once a week Anton Anderson does a live case study review call with members of ERT's training program. During the call we have advisors send us cases they're working (individually or with their CPA partners) and we help them identify and understand advanced planning strategies. The second and third cases reviewed during this week's call came from CPAs, and represent GREAT opportunity for the financial advisors and insurance agents. If anyone is wondering whether or not it's worth the effort to build CPA partnerships, these cases are just the tip of the iceberg and will help you see the potential they have to change your career.