We are back with another episode of Quantum Growth for Financial Advisors to reveal a HUGE announcement for the wealth management industry! Today, Jon Kuttin announces the Financial Advisor Success Syndicate, a free group for qualified financial advisors and wealth managers who want to learn and grow alongside some of the best thought leaders in
We are back with our next episode of Quantum Growth for Financial Advisors! This week, we review the M&A space with David Grau Jr. at Succession Resource Group to recap what the wealth management industry saw in 2022. David talks about the noteworthy trends in M&A for financial advisors that occurred last year and compares
We are back with our last episode of 2022! Listen in for Part 2 of the best moments from the Quantum Growth for Financial Advisors Podcast! We hope you had a great year and we can’t wait to see you in 2023! Featuring Clips From: Jon Randall eXtraordinary Coaching Mitchell York Certified EOS Implementer Lisa
Are you an advisor looking to grow your practice inorganically? Or an advisor looking to create an exit strategy? Either way, you might be interested in learning about the current landscape for mergers and acquisitions (M&A). In this episode, Jon Kuttin speaks with David Grau Jr., founder, and CEO of Succession Resource Group. David talks