Make Your Dream Business a Reality!

Summary: Most advisors plan for the next quarter. Few advisors plan for the full next year. But very few advisors plan for the next 10 years! In this episode, Jon Kuttin explains why a 10-year business plan is crucial for advisors and how to create it. He also takes a deep dive into business planning

Growing Your Business Through Change Management

Summary: Moving from a small practice to a big enterprise can require many fundamental business changes. How do you identify those changes? And more importantly, how do you prioritize them? Find the answers to these questions in today’s episode as Jon Kuttin interviews Jennifer Goldman, CFP®, founder of Jennifer Goldman Consulting. Jennifer shares some powerful

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