Summary: The pandemic has accelerated the need for financial advice, leading to tremendous growth for advisory practices all over the country. However, to meet this increasing demand, you need to scale your practice –– faster and more efficiently. In this episode, Jon Kuttin speaks with the chief coaching officer at Dynamic Directions, Jon Randall, CMC™.
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