Dustin Mangone, Managing Director of PPC LOAN, shares tips and strategies for financial advisors to looking to finance acquisitions and partner buy-ins. We also discuss what to look for in a lender and things to consider when looking for acquisitions opportunities. Key Links Learn more about PPC LOAN's programs for Financial Advisors: https://investment-advisors.ppcloan.com/ Email Dustin
In this episode, Jonathan Kuttin discusses the two types of NextGen advisors and how to cultivate a pipeline of talent in your firm. Key Links Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/ Connect with Jon on LinkedIn: https://www.linkedin.com/in/jonkuttin/ Connect with Shennandoah on LinkedIn: https://www.linkedin.com/in/shennandoahconnor/
Author and Leadership expert, Clint Swindall, shares the power of engaged leadership and engaged workers in driving growth and overcoming challenges, like the current pandemic. Key Links Learn more about Clint Swindall and Verbalocity: https://www.verbalocity.com Listen to the Tell Me Something Good Podcast at https://www.clintswindall.com Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as
Marketing and Organizational Development expert Shennandoah Connor shares tips on how advisors can stay top of mind with clients and achieve quantum growth in their practice. Key Links Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/ Connect with Jon on LinkedIn: https://www.linkedin.com/in/jonkuttin/ Connect with Shennandoah on LinkedIn:
Many advisors are disappointed by the result of their efforts with CPAs. Part of this disappointment is due to the fact that many advisors aren’t following a proven process for developing CPA relationships. The other main reason advisors are disappointed is because they set unrealistic expectations about how CPA Alliances will work and how
Bill Cates, a.k.a. "The Referral Coach," discusses how to not only get more referrals, but get more of the right referrals. Key takeaways include defining your target client, crafting a compelling message, and how to properly ask for referrals. Key Links and Resources Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as a guest
Leadership coach and trainer to financial advisors, Ray Kelly, shares his model for creating a leadership driven culture that fuels growth. He shares what he sees advisors do right, where they struggle, and what they can do to better develop their team. Key Links and Resources Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself
Jonathan Kuttin, Barron's Hall of Fame Advisor shares how he got started, lessons learned, and what it took to grow his practice. Key Links Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/ Connect with Jon on LinkedIn: https://www.linkedin.com/in/jonkuttin/ Connect with Shennandoah on LinkedIn: https://www.linkedin.com/in/shennandoahconnor/
Barron's Hall of Fame Advisor Jonathan Kuttin shares his motivation for launching the Quantum Growth for Financial Advisors Podcast. Each episode will provide interviews and insights designed to help financial advisors create quantum growth in their own practice. Upcoming guests include Bill Cates, a.k.a "The Referral Coach" and leadership expert Ray Kelly, along with other
Over the past few weeks I have talked a great deal about changing your mindset and shifting from serving as practitioner to practice leader. In order to do that, you need to build a team around you of capable professionals and start to carve out specialized functions in your business. As I like to