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Do you know how to attract prospects without seeming salesy or like you’re begging for referrals?
In this episode, Jonathan Kuttin talks to Robyn Crane CFP®, a business growth expert for female financial advisors. Robyn challenges you to rethink traditional ways of asking for referrals, which are often awkward for everyone involved, and, even worse, don’t lead to a reliable stream of new clients. Get ready to take notes as she shares a proven strategy for cloning your ideal clients.
Robyn discusses:
- How she helps female financial advisors grow their businesses
- A step-by-step strategy for cloning your ideal client
- The appointment generator (TAG) challenge
- The four-step Instant Expert System
- How to extract your marketing message from your clients
- And more
Resources:
- “MIND over MONEY MANAGEMENT; Strategies Your Financial Advisor Won’t Give You” By Robyn Crane
- “Make More Money Help More People” By Robyn Crane
- Female Financial Advisors
Connect With Robyn Crane:
- robyncrane.com
- Female Financial Advisors
- Facebook: Robyn Crane
- Instagram: Robyn Crane
- LinkedIn: Robyn Crane
- Twitter: Robyn Crane
Connect With Kuttin Consulting Group:
- kuttinconsultinggroup.com
- LinkedIn: Jonathan Kuttin
- CPA Alliance Coaching
- Submit yourself as a guest for the podcast
About Our Guest:
Robyn Crane is the host of the TV show, The Financial G-Spot. She is a four-time #1 best-selling author and an engaging and in-demand speaker. Robyn’s mission is to empower committed and passionate women business owners to make more money and help more people, so they can have a bigger impact on the world. Through her seminars and FEMM Mentorship™ program, Robyn helps women attract qualified leads, close high paying clients, and optimize their time, so they can create their ideal business and life.

Jon Kuttin is a Barron’s Hall of Fame Advisor with 25+ years of experience leading and growing a financial advisory practice. Driven by a mission to build leaders and give back to the financial services industry, Jon launched Kuttin Consulting Group to provide training and consulting services from seasoned practitioners. Jon is skilled at building companies, M&A, leadership, Professional Alliances, Recruiting, and other growth oriented activities. He regular speaks and contributes articles and has been featured in a number of publications including Financial Advisor Magazine. In addition to serving as CEO of Kuttin Consulting Group, Jon serves as a partner in Haydenrock Solutions, a consulting firm helping CPAs build 21st century practices.
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