Quantum Growth for Financial Advisors

How To Connect With CPAs


Listen Later

CPA, Ken Cerini, shares insights on what CPAs are facing and how financial advisors can make meaningful connections with them in order to drive referrals and relationships. In addition to serving as a CPA, Ken also helps coach and train advisors on building CPA relationships through Kuttin Consulting Group.
Key Links
Learn more about Ken Cerini and Cerini & Associates, LLP: https://ceriniandassociates.com/
Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com
Learn more about CPA Alliance Coaching: https://www.kuttinconsultinggroup.com/cpa-alliances/
Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/
Connect with Jon Kuttin on LinkedIn: https://www.linkedin.com/in/jonkuttin/
Connect with Shennandoah Connor on LinkedIn: https://www.linkedin.com/in/shennandoahconnor/
...more
View all episodesView all episodes
Download on the App Store

Quantum Growth for Financial AdvisorsBy Jonathan Kuttin

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

40 ratings


More shows like Quantum Growth for Financial Advisors

View all
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

193 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,066 Listeners

THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

THE ED MYLETT SHOW

14,079 Listeners

The Double Win by Michael Hyatt & Megan Hyatt-Miller

The Double Win

1,431 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,995 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

455 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,075 Listeners

Advisor Talk with Frank LaRosa by Elite Consulting Partners

Advisor Talk with Frank LaRosa

93 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

240 Listeners

Excess Returns by Excess Returns

Excess Returns

74 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,249 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

125 Listeners

Moonshots with Peter Diamandis by PHD Ventures

Moonshots with Peter Diamandis

515 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

45 Listeners