Anton Anderson discusses why financial advisors and CPAs should form “Proactive Planning Teams”
Listen to the interview on the Business Innovators Radio Network:
Financial advisors and CPAs share a common goal: to help their clients build financial security. They can offer a comprehensive approach to achieving this goal by forming a Proactive Planning Team comprised of three main pieces: advisor, CPA, Virtual Family Office (VFO). Financial advisors bring significant expertise in areas such as retirement planning, investments, insurance, and estate planning. CPAs specialize in tax preparation and accounting services, ensuring clients stay compliant with the IRS and make educated decisions. VFOs can significantly increase the breadth and depth of the area of expertise. By combining their knowledge and experience, they provide clients an unmatched planning experience and superior results.
With the ever-changing landscape of taxation laws, compliance requirements, and investment regulations, it’s more important than ever for financial advisors and CPAs to stay up-to-date on the latest developments. Working together, with the support of a trusted VFO, allows them to gain a deeper understanding of the nuances of their client’s situation and develop strategies tailored to their needs. Not only does this help clients achieve better long-term results, but it also provides peace of mind in knowing they’re getting the best advice possible.
Anton explained: “A strong working relationship between financial advisors and CPAs is essential for ensuring clients get the most out of their investments and tax planning strategies. By taking advantage of each other’s knowledge, experience, and services, financial advisors and CPAs can provide their clients with an integrated approach to achieving financial security. Together, they can craft a plan tailored to their client’s needs and goals. This helps clients reach the maximum return on their investments and keep more money in the long run.”
About Anton Anderson
In 2014, Anton started Elite Resource Team with his trusted business partner, Ken Smith. They found enormous success in teaching financial advisors how to meaningfully differentiate themselves by working with CPAs in a proven and efficient system. Elite Resource Team has trained over 1200 advisors in 37 states. Eager to put his areas of interest and expertise to work, Anton divides his time between his work as an Entrepreneur, Consultant, and Thought Leader, with the goal to help business owners and high performers multiply their efforts, and exceed their perceived potential in pursuit of exceptional results.