San Diego, California – After 9 years of dedicated work, Elite Resource Team is thrilled to announce the official launch of the highly anticipated Team Based Model Certification. The unveiling took place during an exclusive presentation at the Elite Growth Academy, where industry experts, advisors, and CPAs in attendance hailed it as nothing short of a game-changer. The Team Based Model Certification has been meticulously developed to address critical industry needs, ensuring the utmost integrity of the Team Based Model, while also recognizing and rewarding qualified professionals within the advisor…

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Shay Jenkins and Sarah Alberts discuss building a successful real estate team.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-shay-jenkins-and-sarah-alberts-branch-manager-and-loan-officer-with-ss-mortgage-team/ Shay and Sarah, share a strong bond and have a fun energy that shines through in their work together. While they acknowledge that their work is work, they find joy in it daily. To tap into their energy, interested individuals can learn more about their team and connect with them through their website, and social media platforms, or even reach out to them personally. Ultimately, their enjoyment…

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Fred Cook discusses understanding portfolio preservation and risk management. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-w-cavu-financial-discussing-portfolio-preservation/ Fred Cook, with experience in financial services, points out that investors often lack awareness of the risks within their portfolio, leading them to ask the wrong questions. This lack of awareness can have negative consequences for retirement planning. Fred emphasizes the importance of asking the right questions to understand the client’s retirement goals, plans, and aspirations. Advisors should act as coaches and ask the right questions to ensure clients are…

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Cory Roberson discusses the importance of using compliance software and consultants for investment firms.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-cory-roberson-founder-and-ceo-with-fin-compliance/ Investment firms face a constantly evolving regulatory landscape, with new laws and regulations introduced on a regular basis. These changes can be challenging to keep up with, especially for larger firms with complex internal structures. Compliance software and consultants play a crucial role in helping these firms stay up-to-date and compliant. First and foremost, compliance software offers investment firms an efficient way to monitor their…

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Jim Billington discusses navigating the flight plan: a guide to retirement.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jim-billington-managing-director-of-wealth-pilots-discussing-the-retirement-flight-plan/  The FLIGHT plan is an acronym for  Future, Lifetime Income, Growth, Hedging, and Taxes that Wealth Pilots incorporates into all their client’s retirement preservation planning process. Overall, retirement planning involves considering not only desired spending goals and required minimum distributions but also understanding how taxes and inflation affect your lifestyle. We want to have upside market growth potential to keep pace with inflation. However, in retirement, we shift…

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