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11-50 employees
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Financial Services
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501 West Broadway, Suite 1360, San Diego, California 92101, US
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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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Elite Resource Team Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
100%
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The widely used Elite Resource Team email format is {f}{last} (e.g. [email protected]) with 100% adoption across the company.
To contact Elite Resource Team customer service number in your country click here to find.
Ken Smith is the CEO of Elite Resource Team. To contact Ken Smith email at [email protected] or [email protected].
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