Developing a Junior Advisor

Summary: To scale your practice beyond a certain level, you’ll need to add more advisors to your team. But how do you ensure a smooth transfer of responsibilities without hindering the client experience? In this episode, Jon describes how he helps advisors grow from a one-person practice to a team of multiple competent advisors. He

Building A Culture On Purpose

On this episode of the podcast, Ray Kelly of Think2Perform discusses why advisors want to intentionally build a culture in their practice. Ray highlights the pitfalls of not consciously building a culture and how an unconscious culture can undermine all other growth strategies. Ray also shares questions advisors can ask themselves to help them start

By |2021-03-03T20:04:56-06:00March 3rd, 2021|Quantum Growth Advisors Podcast|0 Comments

Launching An RIA

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

By |2020-12-03T10:50:18-06:00December 2nd, 2020|Quantum Growth Advisors Podcast|0 Comments

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