Elite Resource Team in San Diego
Opening hours
- Monday
- 09:00 - 17:00
- Tuesday
- 09:00 - 17:00
- Wednesday
- 09:00 - 17:00
- Thursday
- 09:00 - 17:00
- Friday
- 09:00 - 17:00
M-F 9am-5pm, Sa-Su Closed
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Elite Resource Team Tax consultant & accountant
12636 High Bluff Dr #400
92130
San Diego
Description
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.
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