Member Reviews
Carson Grover
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.
Lance Peters
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.
Susan Marshall
I no longer feel like I’m working in a silo, I have a whole team and network behind me.
Robert Cannon
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.
James Lavorgna
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.
David Brooks
We have just a plethora of specialists that we can bring in for various situations to give our clients really the best solutions.
John Elias
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.
Mark Wade
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.
Paavan Kotini
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.
Merrill Taylor
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.
Steven Cox
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.
Lee Schwartz
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.
Jeffrey Rainer
What makes me most excited is we're getting a lot of incredible feedback, not only from CPA's, but from our clients.
Ed Kollada
The amount of resources, the amount of mindshare that has come about from being part of ERT is just breathtaking.
Eric Partin
It's just been a game-changer. I'm a better person. I enjoy the iron sharpening iron with the people in this room.
Eric Runge
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.
Stacey Andres
The sky's the limit here. I'm excited about the expert team that is available, because that's significantly greater now.
Jim Jones
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.
Chris Wallace
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.
Jason Bright
Working with Elite impacted my future, I think it's going to be pretty dramatic to be honest with you.
Jack Branch
It's changed my business from more transactional to more consultative, and working in a team environment.
Andrew Windham
Life is better; it's more fulfilling. Success is simpler.
Jeff Golbois
Do the process, follow the steps - it does work. Trust the process.
Ryan Foncannon
I've found the missing catalyst that I needed to start working on actual cases.
Ron Elwood
I was attracted to my advisor's plan to tailor to client needs versus selling a product.
Hal Cromwell
Working with Elite is the smartest business decision I've made in my career.
Michael Simms
I've had a 400% increase in revenue since last year.
Sterling Hirsch
Elite provided me with strategic relationships to offer solutions to my clients in a more efficient way.
Marilyn Prevoir
It's been a massive evolution for me and my career.
Justin Mundt
I now work exclusively with clients of my CPA partners.