We had the good fortune of connecting with Anton Anderson and we’ve shared our conversation below.
Hi Anton, can you walk us through the thought-process of starting your business?
Whether or not I would start my own business or work for someone else was never a question in my mind, it was just the way I was wired from a young age. From selling surf gear to kids at school that I got for free from companies, to selling berries door to door that grew wild in a field near the end of our street, I’ve always been an entrepreneur at heart (way before I knew what it was or how to spell it). As far as my current businesses, they have all come about organically from what I perceived as needs in the marketplace. My formal licensing is in the financial services industry which is experiencing disruption resulting from technology, outsourcing, and market shifts. We are attempting to leverage each of those to provide financial advisors, accountants, and other specialists with a platform to offer more proactive and holistic planning for clients.
Please tell us more about your business. We’d love to hear what sets you apart from others, what you are most proud of or excited about. What do you want the world to know about you or your brand and story?
Here is our Mission, Vision, Mantra, Culture, and Core Principles. Mission: To lead a movement towards collaboration between financial and tax professionals, resulting in proactive and holistic planning for clients and communities. Vision: The best training program in the world for advisor and accountant partnerships. Mantra: Create Positive Disruption Culture: Optimistic (outlook, belief), Committed (work ethic, passion), Visionaries (bigger picture, future) Core Principles:
1. Craftmanship – Everything we do is at an elite level with attention to detail and commitment to quality.
2. Unorthodox – No company has ever disrupted an industry by following the crowd. We are the blue ocean.
3. Collaboration – A team with a shared vision will always prevail over a talented individual.
4. Competitive – Welcome competition, recognizing that it pushes innovation and refines skills. May the best team win.
5. Full Transparency – Honest and transparent, even if it comes at the cost of short-term victories.
6. Take Ownership – Own it! Acknowledge mistakes, take responsibility for the outcome, and never stop improving.
7. Long-Term Thinking – Make short-term sacrifices for long-term success.
8. Student Focused – What’s best for the student is ultimately what’s best for everyone.
Let’s say your best friend was visiting the area and you wanted to show them the best time ever. Where would you take them? Give us a little itinerary – say it was a week long trip, where would you eat, drink, visit, hang out, etc.
For this question I am going to assume my friend enjoys surfing, in which case I would take him to Blacks beach, Sunset Cliffs, and up to my home spot in Carlsbad. As far as where we would eat, drink, and hang out, 3 or 4 years ago I’d have a long list. However my wife and I have a 2 year old and a 6 month old, so my eating, drinking, and “hanging out” days are few and far between. Additionally, as I write this we’re still knee deep in Covid, so I think our options are fairly limited. Speaking of which, did my friend fly or drive to San Diego? If he flew…6 feet bro.
Shoutout is all about shouting out others who you feel deserve additional recognition and exposure. Who would you like to shoutout?
My mom told me I had wings, my dad taught me to use them, and my wife encourages me to fly further and faster.