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As advisors and business owners, we tend to always have a focus on the next big growth goal, acquisition, or expansion within our business. But is more always better?
On this episode of Quantum Growth for Financial Advisors, Jon Kuttin reviews talking points and reflections about whether it may be time to focus on what you have already built and put a process in place to go deeper with your existing business.
On this episode, Jon overviews all facets of Organic Growth Strategies Including:
- Organic Referrals
- Driving Your Client Experience
- Streamlining Client Communications
- Rightsizing Your Pricing Model
- Client Segmentation
- Vision Planning or a “Vision Day”
- Staff Effectiveness
- Controlling Expenses
- Spending Time Prospecting vs. Replicating Your Best Clients
- Increasing the Simplicity of the Business
- Becoming Referable
- Winning Wallet Share
Connect with Jon Kuttin Kuttin and Consulting Group:
- (855) 722-9393
- LinkedIn: Jonathan Kuttin
- LinkedIn: Joseph Greco
- Our CPA Alliances Coaching Program
- Submit yourself as a guest for the podcast
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.