In this episode, Jackie Meyer sits down with Anton Anderson to discuss the essentials of strategic partnerships between financial advisors and accountants. Anton shares his expertise on creating a virtual family office, establishing valuable advisor-CPA relationships, and the importance of proactive client support. Together, they cover practical steps for finding the right partners, avoiding common pitfalls, and exploring industry initiatives designed to strengthen collaboration and client value.
2:01 How did you get into financial planning and wealth management?
4:08 How would you define a virtual family office?
6:02 What do you think about the relationship between accountants and financial advisors?
9:03 How can advisors prove themselves as quality partners to CPAs?
11:52 Can you explain the initiative we’ve been working on together?
17:31 Why do you think strategic partnerships are important?
20:01 How can accountants become more proactive for clients?
22:22 Do you have any upcoming initiatives you can share?
30:30 What are red flags when building partnerships?
🔗 Connect with Anton J Anderson
https://www.linkedin.com/in/antonjanderson/
https://www.antonjanderson.com/
🔗 Connect with Dr. Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie’s work at https://www.jackiemeyercpa.com
This episode is brought to you by TaxPlanIQ:
https://www.taxplaniq.com
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In this episode of the Concierge CPA Podcast, Jackie Meyer, CPA, is joined by Anton Anderson, CEO of Elite Resource Team (ERT), to discuss the power of strategic partnerships between accountants and financial advisors. Anton shares his journey from financial advising to establishing ERT, which trains advisors and accountants to create effective accounting partnerships and virtual family offices. Together, they explore how collaboration can provide better client outcomes, streamline processes, and boost revenue.
Anton highlights the importance of building partnerships that focus on leveraging individual strengths rather than trying to master every service independently. The conversation emphasizes how proactive collaboration, backed by a network of niche experts, can result in significant tax savings, better planning strategies, and stronger client relationships.
Jackie and Anton also address common stereotypes between advisors and accountants, offering practical tips on how to break down barriers and create successful, long-term collaborations. They share inspiring success stories, including one where a partnership resulted in millions in tax savings for clients while creating substantial revenue for the advisors involved.
Finally, the episode previews the duo’s ongoing initiative to integrate ERT’s virtual family office model with TaxPlanIQ’s tax planning tools, aiming to redefine the advisory landscape. Whether you’re an accountant or a financial advisor, this episode offers actionable insights on how to build partnerships that deliver exceptional value.
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