FutureProof Advisor Podcast8 Helmi 2023

Utilizing CPAs as COIs to Increase Productivity with Anton Anderson

Joining me from sunny California on today’s episode is Anton Anderson. Anton is the CEO at Elite Resource Team where they teach financial advisors how to differentiate themselves by working with CPAs within an efficient system.

This is a major topic within our industry: how to leverage and utilize CPAs (certified public accountants) as COIs (centers of influence). We dive into the three important traits when looking for a CPA, the dating game between advisors and CPAs, and whether or not we’re making the right decisions to improve our productivity. Anton also digs into the outdated referral model and what his firm recommends to replace that model.

This conversation will help us better approach accountants as COIs, a valuable skill if you want to grow your firm.

Anton Anderson Bio:

Anton Anderson 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 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, avid public speaker, and is involved in numerous charitable organizations.

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