Accepting and Navigating Change as a Financial Advisor

By |2021-05-12T11:08:01-05:00May 12th, 2021|Quantum Growth Advisors Podcast|

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

Leveraging Virtual Resources to Better Collaborate with CPAs

By |2021-04-27T13:59:37-05:00April 27th, 2021|Quantum Growth Advisors Podcast|

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

Cultivating Junior Advisors

By |2021-04-14T11:17:13-05:00April 14th, 2021|Quantum Growth Advisors Podcast|

In this episode Jonathan Kuttin shares his best practices for developing junior advisors. Specifically he shares the importance of creating a clear career path for advisors starting at the intern level all the way through to equity partner. Jon also discusses key skills and traits advisors need to develop at different levels of their career.

Exploring Your Affiliation Options as a Financial Advisor

By |2021-04-07T11:31:54-05:00April 7th, 2021|Quantum Growth Advisors Podcast|

In this episode Louis Diamond, President of Diamond Consultants shares key considerations for advisors looking at their affiliation options. Louis begins by sharing how the industry has evolved over the years and how that has impacted an advisor's earning capacity and client service. Next he discusses the independence continuum and the tradeoff between independence and

Driving Profit And Client Value Through An Insourced CIO

By |2021-03-24T15:03:56-05:00March 24th, 2021|Quantum Growth Advisors Podcast|

In this episode, Chris Shuba of Helios Quantitative Research, shares how leveraging an insourced CIO can improve the client asset management experience and increase profit margins for the firm. Chris shares how they leverage statistical analysis and technology to design and manage asset portfolios and how those portfolios out perform other approaches. Chris shares how

Drivers of Practice Value and Ensuring Continuity

By |2021-03-10T11:44:25-06:00March 10th, 2021|Quantum Growth Advisors Podcast|

In this episode, Anthony Whitbeck, CEO of Advisor Legacy describes the drivers that determine practice value and what advisors can do to ensure continuity in their practice. Specifically, Whitbeck describes the three factors that drive practice value up and the three factors that drive practice value down and what advisors can do to ensure that

Building A Culture On Purpose

By |2021-03-03T20:04:56-06:00March 3rd, 2021|Quantum Growth Advisors Podcast|

On this episode of the podcast, Ray Kelly of Think2Perform discusses why advisors want to intentionally build a culture in their practice. Ray highlights the pitfalls of not consciously building a culture and how an unconscious culture can undermine all other growth strategies. Ray also shares questions advisors can ask themselves to help them start

CPA Relationship Model – Building A Lasting Business Partnership

By |2021-03-10T11:39:15-06:00February 24th, 2021|Financial Advisors, Professional Alliances, Quantum Growth Advisors Podcast|

In this episode, Barron's Hall of Fame Advisor, Jonathan Kuttin, shares the model he uses to build CPA partnerships. Jon walks through the key strategies he uses to leverage his existing client base to make connections with CPAs and to differentiate himself from other advisors targeting CPAs. Jon shares some of the lessons learned and

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