Using the EOS System to Turn Advisors into Entrepreneurs

By |2022-04-27T15:41:45-05:00April 27th, 2022|Accounting, All Industries, Change Management, Financial Advisors, Financial Services, Ikke-kategoriseret, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Professional Services, Quantum Growth Advisors Podcast, Topics, Uncategorized|

Advisors, are you ready to take control of your company’s helm? This means focusing less on client work and more on business development as a leader! In this episode, Jon Kuttin helps you leap from being just an advisor to leading your company as an entrepreneur. Jon draws from his experience in using the Entrepreneurial

A Cultural Transformation: How To Drive Your Vision and Nurture Future Leaders

By |2022-04-14T12:43:30-05:00April 14th, 2022|Accounting, All Industries, Change Management, Financial Advisors, Financial Services, Ikke-kategoriseret, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Professional Services, Quantum Growth Advisors Podcast, Topics, Uncategorized|

Do you want your team to follow you because “you say so”? Or because they believe in your vision? If you picked the latter, your business might need a cultural transformation. In this episode, Jon Kuttin gets on the other side of the mic and is interviewed by Ryan Goulart, vice president of business development

Navigating Your Transition as a Financial Advisor with Frank LaRosa

By |2022-03-30T13:04:54-05:00March 30th, 2022|Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Quantum Growth Advisors Podcast|

Whether you’re moving from one firm to another, going independent, or preparing for an exit, having a process in place can make your transition easier. In this episode, Jon Kuttin joins Frank LaRosa, founder, and CEO of Elite Consulting Partners and host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa.” Together,

How to Become a True CEO of Your Business with Jon Randall, CMC™

By |2022-06-22T16:15:44-05:00March 16th, 2022|Leadership, Practice Management, Quantum Growth Advisors Podcast, Uncategorized|

Are you a CEO that has plans of growing your business, but your best-laid plans often go astray? Are you spending more time working in the business than working on the business? If you answered yes to one or both of the questions above, you might want to consider making a change, and Jon Randall,

2021 M&A Recap in the Financial Services Space & Looking Ahead to 2022 With David Grau Jr.

By |2022-03-02T11:48:35-06:00March 2nd, 2022|Change Management, Financial Advisors, Financial Services, Ikke-kategoriseret, Professional Alliances, Professional Services, Quantum Growth Advisors Podcast|

Are you an advisor looking to grow your practice inorganically? Or an advisor looking to create an exit strategy? Either way, you might be interested in learning about the current landscape for mergers and acquisitions (M&A). In this episode, Jon Kuttin speaks with David Grau Jr., founder, and CEO of Succession Resource Group. David talks

The “WOW” Experience – How to Replicate Your Best Clients With Jon Randall, CMC™

By |2022-02-15T09:59:50-06:00February 9th, 2022|All Industries, Ikke-kategoriseret, Industries, Marketing, Practice Management, Quantum Growth Advisors Podcast|

When you WOW your clients with an unforgettable experience, they tell their friends and family about it. In other words, improving your client experience is a great way to boost referrals! In this episode, Jon Kuttin speaks with returning guest Jon Randall, CMC™, chief coaching officer at Dynamic Directions. Together, they outline the different client

The Virtual Family Office: How To Nurture Advisor-CPA Relationships With Anton Anderson

By |2022-01-26T09:49:37-06:00January 26th, 2022|All Industries, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Quantum Growth Advisors Podcast, Topics|

To offer a more holistic and proactive client experience, establishing strong advisor-CPA relationships is crucial. In this episode, Jon Kuttin speaks with returning guest Anton Anderson, managing partner at Elite Resource Team. They explore strategies to win over CPA partnerships and get more referrals in a period of 90 days, along with marketing tips to

Identify Your Weaknesses and Opportunities to Improve Your Level of Leadership with Ray Kelly

By |2022-01-15T10:25:32-06:00January 12th, 2022|Industries, Leadership, Professional Development, Quantum Growth Advisors Podcast|

Are you a leader? What should a leader look like in your workplace?  Having effective leadership within a workplace and providing valuable tools and tactics for individuals to grow their own leadership skills is beneficial for every avenue of a business. In this episode, Jon Kuttin talks to Ray Kelly, Senior Vice President & Consultant

Take Your Client Engagement to the Next Level With Julie Littlechild

By |2022-01-15T10:26:06-06:00December 15th, 2021|Accounting, Financial Advisors, Financial Services, Ikke-kategoriseret, Marketing, Practice Management, Professional Alliances, Professional Development, Professional Services, Quantum Growth Advisors Podcast|

Improving your client engagement makes you far more referable. Plus, it opens the doors for valuable feedback that helps your advisory practice grow! In this episode, Jon Kuttin speaks with Julie Littlechild, the founder and CEO at Absolute Engagement and the co-host of the Becoming Referable podcast. Julie shares proven strategies (backed by comprehensive market

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

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