In this episode of the Human-centric Investing Podcast, hosts John and Julie are joined by Jon Kuttin, a highly successful financial advisor and leader in the industry. They discuss the importance of transitioning from being a financial professional to becoming a leader in order to drive practice development and achieve significant growth. Jon highlights that
SPECIAL EPISODE: Jon Kuttin was featured on the Women Choosing Growth podcast with Tina Sue a few weeks ago and we wanted to repost it to our network for our Quantum Growth for Financial Advisors to listen in! On this episode, Jon talks about his journey from being a financial advisor to becoming a business
We are back this week with another episode of Quantum Growth for Financial Advisors to talk about technology, scale and efficiency as it related to client communication in the wealth management industry. Filling in for Jon this week is Joseph Greco, who talks to Ryan George, CMO of Docupace about what he believes is a
We are back with our newest episode of Quantum Growth for Financial Advisors for a special treat for our audience this week. This episode, we speak with Mary Schmid, author of Make or Break Conversations: How Smart Financial Professionals Land New Clients and Keep Them for Life to learn the neuroscience and communication techniques to
When you WOW your clients with an unforgettable experience, they tell their friends and family about it. In other words, improving your client experience is a great way to boost referrals! In this episode, Jon Kuttin speaks with returning guest Jon Randall, CMC™, chief coaching officer at Dynamic Directions. Together, they outline the different client
Improving your client engagement makes you far more referable. Plus, it opens the doors for valuable feedback that helps your advisory practice grow! In this episode, Jon Kuttin speaks with Julie Littlechild, the founder and CEO at Absolute Engagement and the co-host of the Becoming Referable podcast. Julie shares proven strategies (backed by comprehensive market
Do you want to elevate your client experience but don’t know where to start? It’s time to create a client advisory board — where your best clients will tell you exactly what they need! In this episode, Jon Kuttin speaks with Stephen Wershing, president of The Client Driven Practice. Stephen shares his comprehensive 7-step process
Barron's Hall of Fame Advisor, Jonathan Kuttin, shares how focusing on client experience has helped his firm create organic growth. He specifically shares the importance of having a repeatable, measurable process for delivering a consistent, quality client experience as well as some tactical advice for what to include in your client experience process. Kuttin also