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

How To Use The Pandemic To Strengthen Your Business

This post is part two of a two-part series. Businesses experience challenges constantly. From labor shortages to shifting customer demands, businesses are always having to evolve and shift in order to stay profitable and grow. The pandemic has brought a new level of challenge to business, one that is not only intense, but that

How To Use The Pandemic To Strengthen Yourself As A Leader

This post is part one of a two-part series.  The covid-19 pandemic has stretched farther and deeper than any of us had anticipated. It has created many challenges and left us mired in a sea of negative media and misinformation. Amid the chaos, a few steady, positive voices have held close to messages of

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