(855) 722-9393|joseph@kuttinconsultinggroup.com

Building Relationships with CPAs and Accountants – The Initial Steps with Joseph Greco

Join us today for a special episode of Quantum Growth for Financial Advisors where we delve into how we teach advisors that we coach at Kuttin Consulting Group about our own internal processes and systems to build relationships with CPAs and accountants. Today, we review the 1st and 2nd meeting process and framework that we

By |2023-03-29T19:54:32-04:00March 29th, 2023|All Industries, Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Professional Services, Quantum Growth Advisors Podcast, Topics|0 Comments
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The Importance of Women in Finance

Do you know how to attract prospects without seeming salesy or like you’re begging for referrals? In this episode, Jonathan Kuttin talks to Robyn Crane CFP®, a business growth expert for female financial advisors. Robyn challenges you to rethink traditional ways of asking for referrals, which are often awkward for everyone involved, and, even worse,

By |2021-06-09T10:58:23-04:00June 9th, 2021|Professional Alliances, Professional Development, Quantum Growth Advisors Podcast|0 Comments
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