seminars Archives - Kuttin Consulting Group

Using Financial Planning to Drive Client Engagement

As the market volatility and uncertainty in 2022 continues, many advisors are leaning on a true comprehensive financial planning approach to help clients plan for their long-term goals. Advisors, are you currently offering true comprehensive financial advice to your clients? If not, it may be the right time to look at this business vertical very

By Jon Kuttin|2022-08-05T09:48:50-04:00August 4th, 2022|Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Quantum Growth Advisors Podcast, seminars|0 Comments

Leveraging Educational Seminars for Turn-Key Client Acquisition

As the COVID-19 pandemic seems to be coming to an end, advisors and clients alike are getting back out into the world and engaging with each other in a face-to-face setting again. Like Jonathan Kuttin, many financial advisors that started their careers in the 1990’s utilized educational and dinner seminars to build out their client

By Jon Kuttin|2022-07-26T14:10:17-04:00July 20th, 2022|Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Quantum Growth Advisors Podcast, seminars|0 Comments

Top Sliding Bar

Recent Tweets

Newsletter