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Transitioning as an Advisor During Down and Volatile Markets

It's 2022 and seemingly the 10 year bull market in US equities has come to an abrupt end.   If you are an advisor in transition or a newer advisor to the industry, this type of environment may not be familiar or comfortable for you to make a business move or service your valued clients. Listen

By |2022-07-06T17:25:51-04:00July 6th, 2022|Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Quantum Growth Advisors Podcast|0 Comments
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Navigating Your Transition as a Financial Advisor with Frank LaRosa

Whether you’re moving from one firm to another, going independent, or preparing for an exit, having a process in place can make your transition easier. In this episode, Jon Kuttin joins Frank LaRosa, founder, and CEO of Elite Consulting Partners and host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa.” Together,

By |2022-03-30T13:04:54-04:00March 30th, 2022|Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Quantum Growth Advisors Podcast|0 Comments
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