To offer a more holistic and proactive client experience, establishing strong advisor-CPA relationships is crucial.

In this episode, Jon Kuttin speaks with returning guest Anton Anderson, managing partner at Elite Resource Team. They explore strategies to win over CPA partnerships and get more referrals in a period of 90 days, along with marketing tips to position yourself as a virtual family office.

Anton discusses:

  • Creating a win-win situation for every CPA partnership
  • Common mistakes that keep advisors from building sustainable CPA relationships
  • The unique value proposition of Elite Mastermind Group and Elite Marketing
  • Content marketing ideas that address compliance and privacy concerns
  • And more!


Connect with Anton Anderson:

Connect with Kuttin Consulting Group:

About our Guest:

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, one of the top training companies for Financial Advisors and Accountants. Anton has developed a diverse career as an investor, advisor, and CPA consultant.