In this episode, Chris Shuba of Helios Quantitative Research, shares how leveraging an insourced CIO can improve the client asset management experience and increase profit margins for the firm. Chris shares how they leverage statistical analysis and technology to design and manage asset portfolios and how those portfolios out perform other approaches. Chris shares how
Jonathan Manela of Edge Strategy Group shares key factors to create a business that is capable of growth and that can grow at an exponential rate. Specifically he discusses the importance of bringing in the right people, putting technology and infrastructure in place, and defined processes to create a scalable practice. He then shares many
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
Jon Randall, Coach and Consultant with Dynamic Directions, shares key avenues for financial advisors to create rapid growth. Key Links Learn more about Executive Coaching from Dynamic Directions and Kuttin Consulting: https://www.kuttinconsultinggroup.com/executive-coaching/ Download the Executive and Practice Assessment: https://kuttinconsulting.ac-page.com/free-executive-and-practice-assessment Email Jon Randall at: jon@dynamicdirections-d2.com Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Learn more about CPA Alliance
Financial Advisor and Founder of Onyx Bridge Wealth Group, Jared Cohen, shares his reasons for launching an RIA and his experience launching during the pandemic. Key Links Learn more about Onyx Bridge Wealth Group: https://onyxbridge.com Email Jared Cohen directly at: jcohen@onyxbridge.com Find Jared on LinkedIn: https://www.linkedin.com/in/jared-cohen-cap®-crpc®-9ab0ab2/ Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself