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

Driving Growth With Niche Marketing

By |2021-02-17T17:03:24-06:00February 17th, 2021|Quantum Growth Advisors Podcast|

Jon Randall with Dynamic Directions, joins us to dive deeper into the concept of Niche Marketing for financial advisors. Specifically Jon shares with us why focusing on a key niche (or two) helps advisors grow quickly, how to identify a target group for prospecting, and strategies to effectively market to the group. Jon provides examples

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

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