
Sign up to save your podcasts
Or


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
The post Growing Your Financial Advisory Practice Through Client Experience appeared first on Kuttin Consulting Group.
By Jonathan Kuttin4.9
4141 ratings
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
The post Growing Your Financial Advisory Practice Through Client Experience appeared first on Kuttin Consulting Group.

194 Listeners

14,012 Listeners

4,457 Listeners

2,285 Listeners

2,026 Listeners

462 Listeners

57 Listeners

1,296 Listeners

244 Listeners

9,927 Listeners

1,566 Listeners

115 Listeners

135 Listeners

545 Listeners

416 Listeners