Elite Resource Team teaches Financial Advisors how to truly differentiate themselves by working with CPAs in a proven and efficient system. Using the CPA Team Based Model and a patent pending process, Financial Advisors are able to identify, contact, engage, monetize, and maintain relationships with CPAs, resulting in much more proactive and holistic planning. This win/win relationship allows the CPA to deliver the value that their clients want and need, while simultaneously reduces the inefficiencies that Financial Advisors experience using traditional cold marketing techniques and referral models.
View Top Employees from Elite Resource TeamWebsite | http://www.elitert.com |
Revenue | $6 million |
Employees | 42 (23 on RocketReach) |
Founded | 2014 |
Address | 501 West Broadway Suite 1360, San Diego, California 92101, US |
Phone | (888) 626-9672 |
Technologies |
JavaScript,
HTML,
Twitter
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Industry | Financial Services, Accounting & Accounting Services, Business Services |
Competitors | James L Hintzke, Zagotti & Burdette CPA LLC |
SIC | SIC Code 872 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 54121 Companies, NAICS Code 54 Companies, NAICS Code 541 Companies, NAICS Code 5412 Companies |
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The Elite Resource Team annual revenue was $6 million in 2024.
Anton Anderson is the CEO of Elite Resource Team.
23 people are employed at Elite Resource Team.
Elite Resource Team is based in San Diego, California.
The NAICS codes for Elite Resource Team are [54121, 54, 541, 5412].
The SIC codes for Elite Resource Team are [872, 87].