Summary: If you’re looking for a 3-in-1 solution for attracting ideal prospects, improving client retention, and becoming more referable, we have the answer for you. Start your own podcast! In this episode, Jon Kuttin speaks with Matt Halloran, co-founder and chief relationship officer at ProudMouth, about how podcasting helps advisors connect with clients and prospects
Summary: Everyone should know that leadership is the "secret sauce" to growth and scale. You can’t do everything yourself. However, it’s all too common to see advisors get stuck “in the weeds” with all of the information out in the marketplace today. In this episode, Jon Kuttin speaks with Dr. Ray Kelly of think2perform. Together,
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™.
Summary: To scale your practice beyond a certain level, you’ll need to add more advisors to your team. But how do you ensure a smooth transfer of responsibilities without hindering the client experience? In this episode, Jon describes how he helps advisors grow from a one-person practice to a team of multiple competent advisors. He
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
Summary: Are you an advisor looking to grow your business and build long-lasting partnerships? If so, this episode with tax accountant Ken Coburn of Coburn's Tax Services’ is for you! This week, Ken joins Jonathan Kuttin to reveal how working with vetted financial professionals has contributed to the growth of his business, successfully managing over
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,
In this episode Paul Latham shares his thoughts on the traditional financial planning model as it relates to CPA relationships and how advisors can leverage technology and collaboration to help CPAs dispel their limiting beliefs behind working with other professionals. Paul also shares his insights on where the CPA Industry is headed from HaydenRock's viewpoint
In this episode Brian Bosley shares his thoughts and perspective on how the advice industry is changing and how to best take control as a financial advisor. Brian touches on his "Bamboo Progress" system for financial advisors and explains how to best empower yourself to accelerate growth and encourage positive change within your practice. Key
In this episode Anton Anderson shares his best practices for providing value to CPA firms using Elite Resource Team’s in-house virtual family office. Anton also discusses his philosophy on why most financial advisors are typically not successful in forming relationships with CPAs and how they can take steps to change their process by focusing on