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Tracy Miller Email
Virtual Family Office Liaison . Elite Resource Team
San Diego, CA
LocationPrimary Email
How to contact Tracy Miller
Join and see Tracy's contact info for free!Current Roles
Employees:
48Revenue:
$8.1MAbout
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.Elite Resource Team Address
501 West Broadway, Suite 800San Diego, CA
United States