Elite Resource Team
Elite Resource Team
12636 High Bluff Dr #400
San Diego
California
92130
United States
Tel: (619) 981-9703
Website:
https://elitert.com
Business type:
Business Information
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.
Opening Times
Mon-Fri 9am-5pm, Sat-Sun Closed
Mon-Fri 9am-5pm, Sat-Sun Closed
Established:
2014
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