This Week on Quantum Growth for Financial Advisors, Jon Kuttin and Jon Randall continue the discussion around building a scalable and right-sized business. Today’s discussion centers on helping financial advisors attract their ideal clients by overcoming a common challenge — working with too many non-ideal clients that limit growth and service quality. Jon Kuttin and
The post How to Scale an Advisory Practice Part 3: Creating a Referrable Experience appeared first on Kuttin Consulting Group.
Quantum Growth for Financial Advisors