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

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™

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!

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

CPA Relationship Model – Building A Lasting Business Partnership

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

Financing Financial Advisor Acquisitions And Finding Deals

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

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

Trends in Advisor Successions and Recruiting

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: https://www.bridgemarkstrategies.com Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as a

Managing Your Expectations For CPA Alliances

Many advisors are disappointed by the result of their efforts with CPAs. Part of this disappointment is due to the fact that many advisors aren’t following a proven process for developing CPA relationships. The other main reason advisors are disappointed is because they set unrealistic expectations about how CPA Alliances will work and how

To Be Effective, Building CPA Alliances Should Be Ingrained into Every Aspect Of Your Practice

Many advisors get a number of things wrong when it comes to pursuing alliances with CPAs and other Centers of Influence. The main thing they get wrong is how they treat a CPA building initiative within their own practice. A piece meal approach is not effective at securing profitable CPA relationships, neither is a

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