The Differentiators of Elite Financial Services Teams

Have you ever wondered what makes top advisors so successful and different from the rest? You’re about to find out in this episode! This week, Jonathan Kuttin talks to Robert Milliman, national sales manager at First Eagle Investment Management, about building and leading an exceptional team of advisors, enhancing your value to clients, and creating

The Value of Working with a Vetted Financial Professional

Summary: Are you an advisor looking to grow your business and build long-lasting partnerships? If so, this episode with tax accountant Ken Coburn of Coburn's Tax Services’ is for you! This week, Ken joins Jonathan Kuttin to reveal how working with vetted financial professionals has contributed to the growth of his business, successfully managing over

The Importance of Women in Finance

Do you know how to attract prospects without seeming salesy or like you’re begging for referrals? In this episode, Jonathan Kuttin talks to Robyn Crane CFP®, a business growth expert for female financial advisors. Robyn challenges you to rethink traditional ways of asking for referrals, which are often awkward for everyone involved, and, even worse,

How to Influence CPAs to Change Their Thought Process and Dispel Limiting Beliefs

In this episode Paul Latham shares his thoughts on the traditional financial planning model as it relates to CPA relationships and how advisors can leverage technology and collaboration to help CPAs dispel their limiting beliefs behind working with other professionals.  Paul also shares his insights on where the CPA Industry is headed from HaydenRock's viewpoint

Accepting and Navigating Change as a Financial Advisor

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

By |2021-05-12T11:08:01-05:00May 12th, 2021|Quantum Growth Advisors Podcast|0 Comments

Leveraging Virtual Resources to Better Collaborate with CPAs

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

By |2021-04-27T13:59:37-05:00April 27th, 2021|Quantum Growth Advisors Podcast|0 Comments

Cultivating Junior Advisors

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.

By |2021-04-14T11:17:13-05:00April 14th, 2021|Quantum Growth Advisors Podcast|0 Comments

Exploring Your Affiliation Options as a Financial Advisor

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

By |2021-04-07T11:31:54-05:00April 7th, 2021|Quantum Growth Advisors Podcast|0 Comments

Driving Profit And Client Value Through An Insourced CIO

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

By |2021-03-24T15:03:56-05:00March 24th, 2021|Quantum Growth Advisors Podcast|0 Comments

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