The advisor-financial advisor partnership is a potentially transformative one. In this episode of the Concierge CPA Podcast, host Jackie Meyer welcomes Anton Anderson, CEO of Elite Resource Team, to explore just that. Anton shares his journey from advisor to founding ERT, which trains professionals to create effective collaborations and virtual family offices. They discuss how strategic partnerships leverage complementary strengths to improve client outcomes, increase efficiency, and boost revenue. Concentus loves this take on the advisor-CPA synergy.
