Episode 27: Strategic Partnerships with Anton Anderson

Anton Anderson, the managing partner of Elite Resource Team began his career in 2003 with Smith Barney while studying business in college and graduated from the University of California, Santa Barbara in the top 3% of his class. In 2008 he co-founded SPL Financial, which grew into a thriving practice, before selling in 2014 to start Elite Resource Team. Recognized as one of the top training companies for Financial Advisors and Accountants, Elite Resource Team which has thousands of clients across North America.

Anton has developed a diverse career as an investor, advisor, and CPA consultant. Anton is a published author and has lived in the United States, Australia, and the United Kingdom. He currently resides in San Diego, CA with his wife and two children. Outside of work, he is a competitive surfer, an avid public speaker, and is involved in numerous charitable organizations.

This episode talks about:

Why are CPAs the most sought-after professionals and arguably the best referral partners for financial advisors?
What gives them the edge in making ideal partners for clients?
Why do some accountants fail to get into the industry?
How to create strategic partnerships and their benefits.
Why is forming more strategic partnerships better than just going for referrals?
What does it mean to be a value-based accountant?
What is value-based billing?
Strategies in acquiring new clients.
Using life insurance as a tool to build tax-free wealth
What is the Elite Resource Team; What are the training and services they offer?