“One year we nearly 10x the business, then doubled it the year after and doubled it again last year. ”
Carson Grover
Financial Advisor
Watch Full Testimonial
“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.”
Paavan Kotini
Insurance Agent
Watch Full Testimonial
“I was attracted to my advisor's plan to tailor to client needs versus selling a product.”
Ron Elwood, CFO
CPA
Watch Full Testimonial
“Last year was our best yer ever. We grew by 4x. ”
Jack Branch
Financial Advisor
Watch Full Testimonial
“Now I have more tools in my tool belt to work with actual business owners.”
Greg Keiper
Insurance Agent
Watch Full Testimonial
“I've had a 400% increase in revenue since last year.”
Michael Simms, MBA, CVB
Financial Advisor
Watch Full Testimonial
“It's extraordinary! This process let's me build a bona fide process in our Florida market.”
John Elias
Trusts & Estates Attorney
Watch Full Testimonial
“My revenue, on average, has been about double what it usually is but the most important thing for me is that I'm able to deliver what I really want to deliver for my clients and partners.”
Sterling Hirsch
Financial Advisor
Watch Full Testimonial
“The conversation is just flat out different. I was stuck at a plateau for years, I've tripled it in the past three years. ”
Stuart Kruse
Financial Advisor
Watch Full Testimonial
“I've completed a few cases and several more are in the works. The process definitely works!”
Jeff Golbois
CPA
Watch Full Testimonial
“Elite brings strategic processes that assist us in achieving our clients' ultimate objectives.”
Mark Wade
Financial Advisor
Watch Full Testimonial
“Working with Elite is the smartest business decision I've made in my career.”
Hal Cromwell, CLU, ChFC
Insurance Agent
Watch Full Testimonial
“Before it was all about buying leads. Now, it's so nice when you're working with CPAs they actually come to you. ”
Eric Partin
Financial Advisor
Watch Full Testimonial
“I see growth happening from 20-50% per year going forward & I'm excited about the future. ”
Todd Smith
Financial Advisor
Watch Full Testimonial
“I started working on advanced tax planning, something that I didn't have access to before.”
Chris Wallace
Financial Advisor
Watch Full Testimonial
“Since I started working with ERT, my business has drastically shifted & we've gotten opportunities to work with the kind of clients I feel like I could have never approached in the past. ”
Jason Bright
Financial Advisor
Watch Full Testimonial
“I'm on a trajectory to adding fun to my business as well as adding value to my clients.”
Eric Runge
Financial Advisor
Watch Full Testimonial
“I’m delivering value & educating the client. Elite Resource Team has become a very powerful resource to me.”
Vincent Mongare
Financial Advisor
Watch Full Testimonial
“Elite's Virtual Family Office has helped me expand my practice tremendously.”
James Lavorgna, J.D., LL.M., TEP, CFP®
Financial Advisor
Watch Full Testimonial
“I've transitioned from being a one-trick pony to a hollistic financial planner.”
Ed Kollada
Financial Advisor
Watch Full Testimonial
“I can provide help to my clients on all levels thanks to a large team of specialists available to me.”
Stacey Andres
Financial Advisor
Watch Full Testimonial
“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.”
Gina Tang
Financial Advisor
Watch Full Testimonial
“By developing relationships with CPAs my marketing costs have dropped significantly.”
Jim Jones
Financial Advisor
Watch Full Testimonial
“It's been a complete game changer. I enjoy adding value by working with true specialists.”
Eric Partin
Financial Advisor
Watch Full Testimonial
“I'm now meeting 3-4 accountants weekly. Elite Resource Team helped me with the right approach.”
Joseph Lopresti
Financial Advisor
Watch Full Testimonial
“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. ”
Brandon Thornton
Accountant
Watch Full Testimonial
“We have the ability to deliver on what we've set out to deliver and truly, we're aligned with being problem solvers. I think to me, that's the that's the biggest thing.”
Kwesi Robotham
Financial Advisor
Watch Full Testimonial
“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.”
Charles West
Financial Advisor
Watch Full Testimonial
“ 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.”
Lee Schwartz
Insurance Agent
Watch Full Testimonial
“Our planning revenue and insurance business have probably doubled or tripled since starting to work with Elite”
Steven Cox
Financial Advisor
Watch Full Testimonial
“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.”
Merrill Taylor
Certified Public Accountant
Watch Full Testimonial
“I no longer feel like I’m working in a silo, I have a whole team and network behind me. ”
Susan Marshall
Financial Advisor
Watch Full Testimonial
“After working with Elite for several years and becoming more of an advanced planner it allowed me to really hel our clients in much different ways that led to better results for them. ”
Diron Insley
Financial Advisor
Watch Full Testimonial
“I am doing my best to double my business every year. I feel like I've done it from last year to this year and then this year I'm going to double it again. ”
Tracy Coffman
Financial Advisor
Watch Full Testimonial
“We expect [our revenue], because of the relationships we have with CPAs, to double in 2025. ”
Scott Phillips
Financial Advisor
Watch Full Testimonial
“[ERT] has been almost like a godsend because now I don't have to spend all m y time meeting with and dealing with all the due diligence with experts. Elite has done that heavy lifting & brings a lot more credibility.”
Jeff Rainer
Financial Advisor
Watch Full Testimonial
“My business tremendously changes where now CPAs and other advisors are working with us and giving us clients. It completely changed the way we were doing things.”
.png)
Al Devji
Financial Advisor
Watch Full Testimonial
