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Summary:

The pandemic has accelerated the need for financial advice, leading to tremendous growth for advisory practices all over the country.

However, to meet this increasing demand, you need to scale your practice –– faster and more efficiently.

In this episode, Jon Kuttin speaks with the chief coaching officer at Dynamic Directions, Jon Randall, CMC™. Together, they reveal the secret to accelerating your business growth and help you build the systems and processes you need to scale your practice. They also share simple strategies to build and develop an exceptional team of advisors who will help multiply your revenue faster.

Jon Randall discusses:

  • Reasons to take a “vertical approach” when scaling your practice
  • Tips for avoiding common pitfalls that stop most advisors from rising to the top
  • How to make key strategic hires in different areas of your business
  • The ideal compensation structure to motivate your advisors (base + bonus incentives)
  • And more!

Resources:

Connect with Jon Randall:

Connect with Kuttin Consulting Group:

About our Guest:

Jon Randall is a Certified Master Coach® and Premier Franchise Consultant who hit #1 in GDC Growth on the FC Scorecard for the advisors he works with all over the country. With more than 15 years of experience as a practicing advisor, Jon works with some of the top financial professionals in the industry – the average GDC for the advisors he coaches being more than $1.2 MM. He is also a national presenter at financial service industry conventions and workshops around the country. Jon’s specialties in consulting include marketing, investments, financial planning, and practice management.