How Client Advisory Boards Can Elevate Your Client Experience With Stephen Wershing

By |2021-12-02T08:38:12-06:00December 1st, 2021|Accounting, All Industries, Financial Advisors, Financial Services, Ikke-kategoriseret, Industries, Practice Management, Professional Development, Professional Services, Quantum Growth Advisors Podcast|

Do you want to elevate your client experience but don’t know where to start? It’s time to create a client advisory board — where your best clients will tell you exactly what they need! In this episode, Jon Kuttin speaks with Stephen Wershing, president of The Client Driven Practice. Stephen shares his comprehensive 7-step process

Overcome the Execution Gap: How To Bring Ideas to Fruition With Jon Randall, CMC™

By |2021-11-22T07:30:27-06:00November 17th, 2021|Accounting, All Industries, Financial Advisors, Financial Services, Ikke-kategoriseret, Industries, Practice Management, Professional Development, Professional Services, Quantum Growth Advisors Podcast|

Oftentimes, advisors have multiple great ideas to scale their practice. But the real challenge lies in understanding how to prioritize ideas and implement them effectively. Does this sound relatable? In this episode, Jon Kuttin speaks with Jon Randall, CMC™, chief coaching officer at Dynamic Directions. They discuss strategies to help you bring your business plans

Make Your Dream Business a Reality!

By |2021-11-03T08:29:47-05:00November 3rd, 2021|Financial Advisors, Ikke-kategoriseret, Practice Management, Professional Services, Quantum Growth Advisors Podcast|

Summary: Most advisors plan for the next quarter. Few advisors plan for the full next year. But very few advisors plan for the next 10 years! In this episode, Jon Kuttin explains why a 10-year business plan is crucial for advisors and how to create it. He also takes a deep dive into business planning

Growing Your Business Through Change Management

By |2021-10-29T15:09:36-05:00October 20th, 2021|Leadership, Marketing, Professional Alliances, Professional Development, Quantum Growth Advisors Podcast|

Summary: Moving from a small practice to a big enterprise can require many fundamental business changes. How do you identify those changes? And more importantly, how do you prioritize them? Find the answers to these questions in today’s episode as Jon Kuttin interviews Jennifer Goldman, CFP®, founder of Jennifer Goldman Consulting. Jennifer shares some powerful

Reaching the Next Generation and Preventing the Heir Leak

By |2021-10-06T08:53:57-05:00October 6th, 2021|Leadership, Marketing, Professional Alliances, Professional Development, Quantum Growth Advisors Podcast|

Summary: Do you have an aging clientele? What happens when they pass away? Research shows that in such situations, most heirs transfer their assets to another advisor, resulting in “heir leak”. In this episode, Jon Kuttin is joined by Bill Good, the chairman and founder of Bill Good Marketing, to help advisors minimize heir leak

Organic Growth & Client Experience: Expanding Your Business From Within

By |2021-10-19T09:38:04-05:00September 22nd, 2021|Professional Alliances, Professional Development, Quantum Growth Advisors Podcast|

Summary: Client experience has strengthened advisor development. And this has certainly helped us grow our business – and that’s exactly what we want to help you with this week. In this episode, Jonathan Kuttin sits down with Jake Dunlap, and together they provide the advice you need to thrive your business as a financial advisor.

How To Accelerate Your Influence Through Podcasting

By |2021-09-08T09:07:33-05:00September 8th, 2021|Professional Alliances, Professional Development, Quantum Growth Advisors Podcast|

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

Exploring Leadership Intelligence

By |2021-10-19T09:38:43-05:00August 18th, 2021|Professional Alliances, Professional Development, Quantum Growth Advisors Podcast|

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,

Scaling Your Advisory Practice The Right Way

By |2021-08-18T12:38:38-05:00August 4th, 2021|Professional Alliances, Professional Development, Quantum Growth Advisors Podcast|

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™.

Developing a Junior Advisor

By |2021-08-18T12:38:47-05:00July 21st, 2021|Professional Alliances, Professional Development, Quantum Growth Advisors Podcast|

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

Top Sliding Bar

This Sliding Bar can be switched on or off in theme options, and can take any widget you throw at it or even fill it with your custom HTML Code. Its perfect for grabbing the attention of your viewers. Choose between 1, 2, 3 or 4 columns, set the background color, widget divider color, activate transparency, a top border or fully disable it on desktop and mobile.

Recent Tweets

Newsletter

Sign-up to get the latest news and update information. Don't worry, we won't send spam!

[contact-form-7 id="3145" title="Sliding Bar Form"]
Go to Top