Have you ever wondered what makes top advisors so successful and different from the rest?

You’re about to find out in this episode!

This week, Jonathan Kuttin talks to Robert Milliman, national sales manager at First Eagle Investment Management, about building and leading an exceptional team of advisors, enhancing your value to clients, and creating a solid business development plan –– in a way that ultimately helps you rise to the top.

Robert discusses:

  • The forming, storming, norming, and performing phases of growing your business
  • Three key leadership dynamics that lead to outstanding results (a.k.a. the leadership trinity)
  • Ways to make clients feel ultra-special (that most advisors aren’t doing!)
  • How to grow your client base by tapping into your book of business
  • And more!


Connect With Robert Milliman:

Connect With Kuttin Consulting Group:

About Our Guest:

Robert Milliman is the national sales manager of the independent broker dealer channel for First Eagle funds. Robert joined First Eagle Investment Management in 2016 and started his career in financial services in 1997. Robert earned his undergraduate degree in Management from the University of Phoenix.