Summary: To scale your practice beyond a certain level, you’ll need to add more advisors to your team. But how do you ensure a smooth transfer of responsibilities without hindering the client experience? In this episode, Jon describes how he helps advisors grow from a one-person practice to a team of multiple competent advisors. He
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
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
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,
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
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
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
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