Financing Financial Advisor Acquisitions And Finding Deals

By |2021-02-10T13:25:33-06:00February 10th, 2021|Financial Advisors, Quantum Growth Advisors Podcast|

Scott Wetzel, CEO of Skyview Partners, shares mistakes advisors make in finding and acquiring practices and financing options available. Scott shares what selling advisors are concerned about and how buyers can use that information to attract "sell and stay" opportunities. Scott and Jon also share big mistakes advisors make as buyers and why they aren't

Growing Your Financial Advisory Practice Through Client Experience

By |2021-01-27T11:58:35-06:00January 27th, 2021|Financial Advisors, Practice Management, Quantum Growth Advisors Podcast|

Barron's Hall of Fame Advisor, Jonathan Kuttin, shares how focusing on client experience has helped his firm create organic growth. He specifically shares the importance of having a repeatable, measurable process for delivering a consistent, quality client experience as well as some tactical advice for what to include in your client experience process. Kuttin also

Justifying Fees and Successful Marketing Strategies

By |2021-01-20T13:15:45-06:00January 20th, 2021|Quantum Growth Advisors Podcast|

Dr. Maribeth Kuzmeski is the President of Red Zone Marketing. Maribeth and her firm personally consult with some of the nation’s top financial professionals managing from $300 million to over $1 billion in client assets. In this episode, Maribeth shares some strategies financial advisors can use to justify their fees to clients. She also shares the

Trends in Advisor Successions and Recruiting

By |2021-01-14T08:56:21-06:00January 14th, 2021|Financial Advisors, Practice Management, Quantum Growth Advisors Podcast|

Jeff Nash of Bridgemark Strategies shares critical insights in what advisors are looking for in a firm, how advisors can find the right fit for them and their clients, and trends and pitfalls in advisor successions.   Key Links Connect with Bridgemark Strategies: Learn more about Kuttin Consulting Group: Submit yourself as a

How To Approach CPAs and Build Partnerships

By |2021-01-06T16:17:06-06:00January 6th, 2021|Quantum Growth Advisors Podcast|

Jeff Magson, COO Of Kuttin Consulting Group and former VP with Avantax, shares his strategies for how financial advisors should approach CPAs and building partnerships. Key Links Connect with Jeff on LinkedIn: Learn more about Kuttin Consulting Group: Learn more about CPA Alliance Coaching: Submit yourself as a guest for the podcast:

Prospecting For Clients on LinkedIn

By |2020-12-24T10:27:41-06:00December 24th, 2020|Quantum Growth Advisors Podcast|

Crystal Thies of LinkedIn Ninja shares her tips for financial advisors to leverage LinkedIn and effectively prospect for clients on LinkedIn by targeting the "money level" connection. Key Links Download the free guide: The LinkedIn Ninja's Guide to Compliance and LinkedIn: How to Use LinkedIn Effectively, Compliantly, and Gain a Competitive Advantage Connect with

How To Connect With CPAs

By |2021-01-06T16:11:09-06:00December 16th, 2020|Quantum Growth Advisors Podcast|

CPA, Ken Cerini, shares insights on what CPAs are facing and how financial advisors can make meaningful connections with them in order to drive referrals and relationships. In addition to serving as a CPA, Ken also helps coach and train advisors on building CPA relationships through Kuttin Consulting Group. Key Links Learn more about Ken

How To Create Rapid Growth

By |2020-12-09T17:39:24-06:00December 9th, 2020|Quantum Growth Advisors Podcast|

Jon Randall, Coach and Consultant with Dynamic Directions, shares key avenues for financial advisors to create rapid growth. Key Links Learn more about Executive Coaching from Dynamic Directions and Kuttin Consulting: Download the Executive and Practice Assessment: Email Jon Randall at: Learn more about Kuttin Consulting Group: Learn more about CPA Alliance

Launching An RIA

By |2020-12-03T10:50:18-06:00December 2nd, 2020|Quantum Growth Advisors Podcast|

Financial Advisor and Founder of Onyx Bridge Wealth Group, Jared Cohen, shares his reasons for launching an RIA and his experience launching during the pandemic. Key Links Learn more about Onyx Bridge Wealth Group: Email Jared Cohen directly at: Find Jared on LinkedIn:®-crpc®-9ab0ab2/ Learn more about Kuttin Consulting Group: Submit yourself

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