The Language of Referrals with Bill Cates

Welcome back to Quantum Growth for Financial Advisors!  This week, we welcome back Bill Cates, the referral coach to discuss his new book “The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients” and to talk about how to truly believe in the value you provide to your clients.

The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice with Paul G. McManus and Tony Maree Torrey

Welcome back to the show Quantum Growth for Financial Advisors listeners!  Today we welcome back Paul G. McManus and Tony Maree Torrey of More Clients More Fun (MCMF) Publishing to discuss going deeper on synergistic marketing in the financial services industry.   Paul and Tony introduce the concept of the “influencer accelerator” strategy to leverage guest

Quantum Growth: Navigating Expansion, Change and Success in Wealth Management with Jared Cohen

On this week’s episode of Quantum Growth for Financial Advisors, we welcome one of our most successful coaching clients - Jared Cohen, CEO and founder of Onyx Bridge Wealth Group. Jared shares his journey from a large broker dealer to launching an RIA and the remarkable growth his team has undergone. He discussed the organic

Featured Podcast: Top Advisor Marketing Podcast – Insider Secrets for Accelerating Growth With Jon Kuttin and Matt Halloran

This week, we have a special episode featuring Jon Kuttin and Matt Halloran on the Top Advisor Marketing Podcast by ProudMouth! Advisors, what are some proven tactics and strategies that advisors can employ to accelerate growth and achieve their goals? In this episode, Matt Halloran is joined by Jon Kuttin – CEO of Kuttin Consulting Group,

Taking WOW to the Next Level: Beyond Thoughtful Gestures with Michael Futterman

On this week's episode of Quantum Growth for Financial Advisors, we welcome Mike Futterman! Mike and Jon discuss the importance of advisors narrowing down their client base to a manageable number and providing exceptional service beyond just financial aspects in today's competitive marketplace. The conversation revolved around the impact of chemicals like oxytocin, dopamine, and

The Seven Motivations of Leaders and Driving Employee Engagement Featuring Ray Kelly

We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, Ray discusses how to achieve full engagement from a team. Ray emphasizes the importance of understanding employee motivations and delves into some key insights and findings on how to influence that process

Leading Financial Services Teams – Small Changes That Lead to Big Results with Julie Genjac and John Diehl of Hartford Funds

As we start off 2024, are you looking at changes to make within your team to drive better results this year? On this week’s episode of the Quantum Growth for Financial Advisors podcast, we talk to Julie Genjac and John Diehl of Hartford Funds to review some key concepts of leading financial services teams by

Leveraging Financial Data to Drive Business Results with Sean Rogers

Are you automating your bookkeeping and leveraging technology for business growth? On this week’s episode of the Quantum Growth for Financial Advisors podcast, we talk to Sean Rogers, the founder and CEO of Digital Financial Officers. Sean shares his experience in providing personal CFO work to high-net-worth individuals and their families which led him to

Featured Podcast: Ray Kelly on The Million Dollar Producer Show – Transformative Leadership to Build a Billion-Dollar Wealth Management Firm

We are back with a special episode this week before Thanksgiving featuring Ray Kelly on the Million Dollar Producer show, hosted by Paul G. McManus. In this episode, Paul welcomes leadership expert Ray Kelly to his podcast. As a leadership coach and a pivotal figure in the financial advisory world, Ray has dedicated his career

Leveraging LinkedIn Marketing to Increase Your Influence and Drive Results with Paul G. McManus

We are back with our another episode of Quantum Growth for Financial Advisors with Jon Kuttin to learn how you can leverage one of the most powerful and networking tools in the financial services industry - LinkedIn! Join Jon Kuttin and Paul G. McManus of More Clients More Fun and author of The Short Book

Top Sliding Bar

This Sliding Bar can be switched on or off in theme options, and can take any widget you throw at it or even fill it with your custom HTML Code. Its perfect for grabbing the attention of your viewers. Choose between 1, 2, 3 or 4 columns, set the background color, widget divider color, activate transparency, a top border or fully disable it on desktop and mobile.

Recent Tweets

Newsletter

Sign-up to get the latest news and update information. Don't worry, we won't send spam!

[contact-form-7 id="3145" title="Sliding Bar Form"]
Go to Top