Anton Anderson has spent 11 years building one of the most influential training companies in the advisor-CPA space. Then he published one book. Here’s what happened next — and what it reveals about building a business on the foundation of genuine authority.
I want to tell you a story about a man who swore he would never write another book.
Anton Anderson is the CEO of Elite Resource Team — a company he built from scratch in San Diego in April 2014 to help financial advisors and CPAs form the kind of deep, proactive partnerships that most practitioners only talk about. Over 11 years, he trained more than 1,200 advisors and helped them form partnerships with more than 600 CPAs. He built a community of 400+ advisors and 300+ accountants. He grew from essentially nothing to several million dollars in annual revenue. He had, by any measure, already figured it out.
He had also, years earlier, tried to co-author a book. He spent enormous time writing and creating and interviewing people for stories. Then, by the very end of it, the publisher changed what they had originally agreed to — whether he would be listed as a contributing author, how it would be categorized on Amazon and Barnes & Noble. The book ended up with a box of copies sitting in his closet. He was burnt out on the idea of publishing and didn’t anticipate ever doing it again.
Then he found Influential Advisor Media.
Anton watched a short video about how The Short Book Formula works — a series of focused conversations on Zoom, with a human writer handling the heavy lifting behind the scenes, the advisor’s own voice and stories driving every word. His reaction, in his own words on Episode 088 of The Influential Advisor Podcast: “You just wanted me to talk.”
In the year that followed, Anton’s revenue tripled.
He hit the Amazon bestseller list. The AICPA came to him asking for a feature. Advisors in his community began buying 20 to 30 copies of his book at a time to hand to their CPA partners. He had already published a second book. And he had committed to a four-book series.
This is Anton Anderson’s story — and what it illustrates about what happens when a business already built on real expertise gets the right vehicle to communicate that expertise at scale.
The Problem Anton Had Already Solved — And the One He Hadn’t
There’s a pattern I’ve seen in my work with 500+ financial advisors and financial professionals. The ones who build great practices usually solve one problem exceptionally well. They get their niche right. They build great client relationships. They develop real expertise. And then they hit a ceiling — not because what they’re doing isn’t working, but because the people who need them most don’t know they exist.
Anton had solved the expertise problem completely. He had spent 11 years building the intellectual framework for advisor-CPA collaboration, refining it with over a thousand advisors, testing it in the field, living it in real client situations. The idea of the virtual family office — bringing together advisors, accountants, and a team of specialized professionals to serve clients in a way no single practitioner could — was his. He had built an entire company around it.
What he hadn’t fully solved was reach. His existing audience knew him. His community trusted him. But the advisors who hadn’t found him yet — the ones still losing clients at the one-yard line to a CPA’s quiet dismissal — they didn’t know Anton Anderson existed. And when he showed up in their world, however good his content was, he was still one more voice in a crowded field.
The book changed that equation permanently.
The Art of Collaboration: What It Said and Why It Mattered
When Anton, and his co-author Paul Latham, sat down to write The Art of Collaboration, the temptation was to write everything they knew. Eleven years of material. Hundreds of client stories. Years of frameworks, analogies, and hard-won lessons. The challenge — the one we worked through together — was editing that down to what mattered most.
“It forced me to really refine that message. I could take 10 minutes to describe something. But when you’re attempting to create a short book, you can end up with 400 pages if you’re not careful. It forced me to communicate points in a more effective way.” — Anton Anderson, Episode 088
The book was co-authored with Paul Latham — Anton’s business partner, who had previously built an accounting firm and sold it for nearly $45 million. It was written for both advisors and accountants simultaneously — a deliberate structural decision mirroring Men Are from Mars, Women Are from Venus. Two voices, two audiences, one unified story. Forewords were written by Jackie Meyer, the founder of TaxPlanIQ and one of the most recognized CPAs in the profession, and a prominent Barron’s Hall of Fame financial advisor in Anton’s professional network.
That foreword decision turned out to be more powerful than even Anton anticipated — but not for the reason most people assume. The book didn’t succeed because of who wrote the forewords. It succeeded because those contributors felt genuine ownership of the message. When you put someone’s name on a book articulating a vision they believe in, they become active distributors of that vision. The advisors in Anton’s community had the same organic reaction — without being prompted, they began buying 20 to 30 copies each to hand to the CPA partners they were building relationships with. The book had become the most natural, least threatening tool in the relationship-building conversation. Not a brochure. Not a cold pitch. A gift from one professional to another — written, in part, by someone who understood the CPA’s world from the inside.
- A book written with the right contributors doesn’t just get distributed by you. It gets distributed by the people whose names are on it — because they feel genuine ownership of the message.
What the Book Did — And How It Fit Into What Anton Was Already Building
Anton’s revenue tripled in the twelve months following The Art of Collaboration‘s release. He is direct about what drove it, and equally direct about what the book actually was — not a cause in isolation, but a tool that gave his already-built machine a new gear.
“If you’re asking how much money I’ll make off that part of the book — the royalties — it should be a few thousand dollars. But if you’re asking how much money I’ll make off what the book sells? It should be millions.” — Anton Anderson, Episode 058
The Book as Foundation
The first and most immediate effect was message clarity. Eleven years of webinars, trainings, Q&A sessions, and in-person events had never forced Anton to distill his thinking the way the book did. Once it existed, the entire company’s marketing — social, email, event content, member onboarding — organized itself around it naturally.
New members of Elite Resource Team now receive a copy of The Art of Collaboration as part of their onboarding. Member success managers ask: “Have you read Anton’s book? If not, I’ll send you a copy — could you read it before our next call in two weeks?” The book replaced hours of orientation. It pre-loaded the framework before a single training session began.
“There are some people that learn from YouTube videos. There’s other people that learn from listening to podcasts. There’s other people that learn from books. Having a different communication method that matches your individual client’s learning style — it’s hard to put a specific value on that.”
A New Tool for an Existing Strategy
Anton had spent 11 years teaching advisors how to build meaningful CPA relationships. The book didn’t change that strategy — it gave his advisors a more powerful tool to execute it.
The advisors in his community weren’t distributing 20 to 30 copies each because they were told to. They did it because they immediately recognized what the book could do in a CPA conversation that nothing else could. A CPA who might be skeptical of an advisor walking in with a pitch could receive a book — written by a fellow accountant, Paul Latham, who had sold his firm for nearly $45 million — and evaluate the model on his own time, in his own frame of reference. No pressure. No sales conversation. Just the ideas, sitting in their hands.
“It’s not like, ‘Hey, go watch my promotional video that wants to sell you into what we can do with you.’ It’s more: here’s something you can do on your own time. Take your time. It’s a relatively short read. You can read it in a couple of hours. Tell me what you think.” — Anton Anderson, Episode 058
The Art of Proactivity (Book 2), co-authored by Anton and Paul Latham, took this further. Written specifically for accountants, from an accountant’s perspective, it gave advisors in Anton’s community something even more targeted: a book written by one of the CPA’s own, making the case for the transformation they were already being invited to make.
Earned Media and Industry Recognition
The Art of Collaboration hit the Amazon bestseller list in the accounting category. Within days, six to seven media outlets and podcast hosts reached out asking to feature the book or interview Anton. Among them: the AICPA — the American Institute of Certified Public Accountants — which saw the book on their daily scan of new releases and bestsellers and reached out proactively. “We wanted to know if we could do an article on your book and quote you,” they told him. “I said of course — because you’re getting the word out there, and it’s coming from the AICPA, which is more valuable to accountants than an endorsement from the financial services community.”
Beyond The Influential Advisor Podcast, Anton has appeared multiple times on the Quantum Growth for Financial Advisors podcast, building his presence across the advisor-CPA collaboration space. On The Influential Advisor Podcast alone, he has been a guest four times — Episode 021, Episode 040, Episode 058, and Episode 088 — a documented record of thought leadership that compounds with each appearance.
- When a book hits the bestseller list, it doesn’t just reach readers — it reaches the gatekeepers of your industry. The AICPA isn’t calling advisors. They called the author.
A Unified Content Architecture
At the VFO Collective — Anton’s annual flagship event — the book became the centerpiece. His entire presentation was titled The Art of Collaboration. His slides tied back to the book’s language. Social media content repurposed book material. A $33 table runner became the backdrop for a book signing that will fuel social ad creative for years.
“The title of my presentation at the event was ‘The Art of Collaboration.’ Opening with quotes from the book, using slides that tie back to the book… it’s material that has already been created and written in the book and now it’s just being repurposed. Everything reinforces the brand.”
The book created the kind of content coherence that AI systems and search engines reward — a consistent body of work pointing to the same framework, the same vocabulary, the same niche expertise. Anton’s content didn’t scatter after the book. It consolidated.
The Moment Anton Committed to Four Books
There’s a passage from our conversation on Episode 088 that I find myself quoting regularly because no marketing framework says it as well as a human being who has lived it.
Anton was reflecting on what the book meant to him — not as a marketing asset, but as something more personal:
“It’s there with the things that I’m most proud of — not in an ego way, but in a ‘I put a lot of love, sweat and tears into communicating something I believe in, and now other people have it in their hands.’ And if something was to happen to me and I was wiped out, that book is there to communicate the message that I was trying to share.”
That’s why there will be four books.
The Art of Collaboration (Book 1) was written for advisors and accountants — the story of how they collaborate.
The Art of Proactivity (Book 2) was written for accountants specifically — how a traditional CPA can become a virtual family office professional, built around Paul Latham’s journey from a large accounting firm to a nearly $45 million exit, applied to a 2025 world where you don’t need hundreds of employees to deliver the same result.
Book 3 — The Art of Running a Virtual Family Office — is currently in production. Written for financial advisors who want to understand how to leverage a VFO to deliver more advanced and proactive planning to clients. Expected summer 2026.
Book 4 — The Art of Building Accountant Partnerships — is also in production. Written for financial advisors who want to form profitable and sustainable strategic partnerships with accountants. Also expected summer 2026.
Each book is written in the language of its reader. Each serves as a tool for professionals in Anton’s community to hand to the next person in the chain. It is, in the most literal sense, a content distribution system — four distinct conversations, each reaching its audience in its own voice.
- The book that accelerated Anton’s business wasn’t the end of the strategy. It became the template for a four-part system designed to reach every stakeholder in his ecosystem.
What Anton’s Story Reveals About Building Authority on a Real Foundation
Anton built a thriving business through 11 years of relentless focus on collaboration, client value, and consistent execution. When you look at what he actually built — the books, the foreword strategy, the COI distribution network, the annual event, the multi-podcast presence, the unified content architecture — the pillars of the Authority Operating System are all present.
He didn’t call it the AOS. He called it growing a great company. But the book made each of those existing pillars more visible, more credible, and more accessible to people who hadn’t yet found him.
This is what makes Anton’s story applicable to advisors at every stage. It isn’t a fluke. It isn’t a personality-driven outlier. It’s what happens when a real business — already built on genuine expertise and years of hard work — gets the right vehicle to communicate that expertise at scale.
The book opened doors that being unpublished kept closed: media outlets that scan Amazon for new voices, podcast hosts who book authors differently than they book guests, advisors who suddenly had a tangible tool for CPA conversations they’d been having for years, accountants who could evaluate the framework on their own time without a pitch attached.
“The value proposition has been the same for years. It’s just how do you package it, how do you communicate it, and how do you get the message out there.” — Anton Anderson, Episode 021
The book answered all three questions simultaneously.
The Writing Process — And Why Anton Did It Differently This Time
Anton had tried to co-author a book in his mid-20s. Spent enormous time. Publisher changed the terms. Box of books in a closet. Burnt out. Swore he’d never do it again.
Then he learned about The Short Book Formula. He saw that the process was a series of focused Zoom conversations — that someone was going to ask him questions, record his answers, and turn his stories and frameworks into a book. His exact words on Episode 058: “You just wanted me to talk. No problem. I can talk.”
What emerged was a book that sounded unmistakably like Anton and Paul — because it was. Every story, every analogy, every framework was theirs. The process captured it rather than invented it.
“It’s not at all as intimidating as I thought it would be or as heavy of a lift. The investment versus the reward is way skewed towards the reward.”
He made maybe a few thousand dollars in royalties.
And the business tripled.
His sister — a teacher, not a financial professional, someone who will never read a word of The Art of Collaboration — greeted him on a family visit and said without any context: “I can’t believe you wrote a book. That’s a big deal.”
She wasn’t wrong. In every circle, in every context, authorship signals something that no other credential can replicate. Not the certification. Not the ranking. Not the YouTube channel with hundreds of videos.
The book.
Frequently Asked Questions
The Bottom Line
Anton Anderson tripled his revenue in one year. He is writing four books. The AICPA came to him. Advisors in his community are distributing his work to CPAs by the boxful. And he’s doing it all while running a company with 25 full-time employees and a virtual team of 75 specialists serving 700+ advisors and accountants.
This happened not because Anton found the right marketing tactic. It happened because a business built on real expertise, real relationships, and real results finally had a vehicle to communicate all of that at the scale the business deserved.
Anton swore he’d never write another book.
Now he’s writing his fourth.
The advisors who are still waiting — still building, still executing, still delivering results that not enough people know about — are in the same position Anton was before The Art of Collaboration. The expertise is there. The track record is there. What’s missing is the vehicle that makes it visible.
That vehicle has a name.
Ready to Build Your Authority Foundation?
Anton’s story started with a single book — a tool that gave his already-built business a new gear. If you haven’t written your book yet, that’s where every story like this one begins. Grab the free audiobook of The Short Book Formula at www.theshortbookformula.com and discover how financial advisors are writing and publishing their book in as little as 6 weeks.
Already written your book? You have the foundation Anton started with. Now build the full system around it. Learn more about the Authority Operating System.

