Building A Culture On Purpose

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

By |2021-03-03T20:04:56-06:00March 3rd, 2021|Quantum Growth Advisors Podcast|0 Comments

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

Justifying Fees and Successful Marketing Strategies

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

By |2021-01-20T13:15:45-06:00January 20th, 2021|Quantum Growth Advisors Podcast|0 Comments

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

How To Approach CPAs and Build Partnerships

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: https://www.linkedin.com/in/jeffmagson/ Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Learn more about CPA Alliance Coaching: https://www.kuttinconsultinggroup.com/cpa-alliances/ Submit yourself as a guest for the podcast:

By |2021-01-06T16:17:06-06:00January 6th, 2021|Quantum Growth Advisors Podcast|0 Comments

Prospecting For Clients on LinkedIn

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 https://www.linkedincompliance.com/ Connect with

By |2020-12-24T10:27:41-06:00December 24th, 2020|Quantum Growth Advisors Podcast|0 Comments

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