Growing Your Financial Advisory Practice Through Client Experience

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

To Be Effective, Building CPA Alliances Should Be Ingrained into Every Aspect Of Your Practice

Many advisors get a number of things wrong when it comes to pursuing alliances with CPAs and other Centers of Influence. The main thing they get wrong is how they treat a CPA building initiative within their own practice. A piece meal approach is not effective at securing profitable CPA relationships, neither is a

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