Quantum Growth for Financial Advisors

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 The post 2021 M&A Recap in the Financial Services Space & Looking Ahead to 2022 With David Grau Jr. appeared first on Kuttin Consulting Group.

When you WOW your clients with an unforgettable experience, they tell their friends and family about it. In other words, improving your client experience is a great way to boost referrals! In this episode, Jon Kuttin speaks with returning guest Jon Randall, CMC™, chief coaching officer at Dynamic Directions. Together, they outline the different client The post The “WOW” Experience – How to Replicate Your Best Clients With Jon Randall, CMC™ appeared first on Kuttin Consulting Group.

In this enlightening discussion, Anton Anderson, managing partner at Elite Resource Team, shares his expertise on fostering strong advisor-CPA partnerships. He unveils effective strategies for cultivating referrals within just 90 days. The conversation delves into the evolving dynamics post-COVID, emphasizing trust, communication, and personalized coaching. Anderson also discusses common pitfalls advisors face and the crucial role of CPAs in navigating today's financial complexities, all aimed at enhancing client experiences and outcomes.

Are you a leader? What should a leader look like in your workplace?  Having effective leadership within a workplace and providing valuable tools and tactics for individuals to grow their own leadership skills is beneficial for every avenue of a business. In this episode, Jon Kuttin talks to Ray Kelly, Senior Vice President & Consultant The post Identify Your Weaknesses and Opportunities to Improve Your Level of Leadership with Ray Kelly appeared first on Kuttin Consulting Group.

Improving your client engagement makes you far more referable. Plus, it opens the doors for valuable feedback that helps your advisory practice grow! In this episode, Jon Kuttin speaks with Julie Littlechild, the founder and CEO at Absolute Engagement and the co-host of the Becoming Referable podcast. Julie shares proven strategies (backed by comprehensive market The post Take Your Client Engagement to the Next Level With Julie Littlechild appeared first on Kuttin Consulting Group.

Do you want to elevate your client experience but don’t know where to start? It’s time to create a client advisory board — where your best clients will tell you exactly what they need! In this episode, Jon Kuttin speaks with Stephen Wershing, president of The Client Driven Practice. Stephen shares his comprehensive 7-step process The post How Client Advisory Boards Can Elevate Your Client Experience With Stephen Wershing appeared first on Kuttin Consulting Group.

Oftentimes, advisors have multiple great ideas to scale their practice. But the real challenge lies in understanding how to prioritize ideas and implement them effectively. Does this sound relatable? In this episode, Jon Kuttin speaks with Jon Randall, CMC™, chief coaching officer at Dynamic Directions. They discuss strategies to help you bring your business plans The post Overcome the Execution Gap: How To Bring Ideas to Fruition With Jon Randall, CMC™ appeared first on Kuttin Consulting Group.

Summary: Most advisors plan for the next quarter. Few advisors plan for the full next year. But very few advisors plan for the next 10 years! In this episode, Jon Kuttin explains why a 10-year business plan is crucial for advisors and how to create it. He also takes a deep dive into business planning The post Make Your Dream Business a Reality! appeared first on Kuttin Consulting Group.

Summary: Moving from a small practice to a big enterprise can require many fundamental business changes. How do you identify those changes? And more importantly, how do you prioritize them? Find the answers to these questions in today’s episode as Jon Kuttin interviews Jennifer Goldman, CFP®, founder of Jennifer Goldman Consulting. Jennifer shares some powerful The post Growing Your Business Through Change Management appeared first on Kuttin Consulting Group.

Summary: Do you have an aging clientele? What happens when they pass away? Research shows that in such situations, most heirs transfer their assets to another advisor, resulting in “heir leak”. In this episode, Jon Kuttin is joined by Bill Good, the chairman and founder of Bill Good Marketing, to help advisors minimize heir leak The post Reaching the Next Generation and Preventing the Heir Leak appeared first on Kuttin Consulting Group.