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    Elite Resource Team

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    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.
    • location

      Headquarters:402 West Broadway Suite 400, San Diego, California, United States

      More
    • Elite Resource Team phone

      Phone Number: +1 619-857-0071

    • Elite Resource Team website

      Website: https://www.elitert.com

    • Elite Resource Team employees

      Employees:19

    • Elite Resource Team revenue

      Revenue:$1 - 10M

    • Elite Resource Team legal name

      Legal Name:Elite Resource Team

    • Elite Resource Team's Social Media

      Elite Resource Team linkedin Elite Resource Team facebook Elite Resource Team twitter
    • done Is this data correct?

    • |  NAICS Code: 541611  |

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    Person level website identification

    Elite Resource Team - Managing Partner for Elite Resource Team

    Ken Smith

    Elite Resource Team - Managing Partner

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Ken Smith

    Elite Resource Team - Managing Partner

    Anton Anderson

    Managing Partner

    Jena Wilson

    Director Of Business Development

    Nadia Connolly

    Director Of Operations

    James Sanford

    Managing Program Director

    Frequently Asked Questions regarding Elite Resource Team

    • Where are Elite Resource Team's Headquarters?

      Elite Resource Team's Headquarters are in 402 West Broadway Suite 400,San Diego,California,United States

    • What is Elite Resource Team's phone number?

      Elite Resource Team's phone number is +1 619-857-0071

    • What is Elite Resource Team's official website?

      Elite Resource Team's official website is https://www.elitert.com

    • What is Elite Resource Team's Revenue?

      Elite Resource Team's revenue is $1 - 10M

    • What is Elite Resource Team's NAICS code?

      Elite Resource Team's NAICS code is 541611

    • How many employees are working in Elite Resource Team

      Elite Resource Team has 19 employees

    • What is Elite Resource Team's Industry?

      Elite Resource Team is in the industry of Financial Services

    • Who is Elite Resource Team's Elite Resource Team - Managing Partner?

      Elite Resource Team's Elite Resource Team - Managing Partner is Ken Smith

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