Quantum Growth for Financial Advisors

In this episode, Anthony Whitbeck, CEO of Advisor Legacy describes the drivers that determine practice value and what advisors can do to ensure continuity in their practice. Specifically, Whitbeck describes the three factors that drive practice value up and the three factors that drive practice value down and what advisors can do to ensure that

The post Drivers of Practice Value and Ensuring Continuity appeared first on Kuttin Consulting Group.

In this episode, Anthony Whitbeck, CEO of Advisor Legacy describes the drivers that determine practice value and what advisors can do to ensure continuity in their practice. Specifically, Whitbeck describes the three factors that drive practice value up and the three factors that drive practice value down and what advisors can do to ensure that

The post Drivers of Practice Value and Ensuring Continuity appeared first on Kuttin Consulting Group.

On this episode of the podcast, Ray Kelly of Think2Perform discusses why advisors want to intentionally build a culture in their practice. Ray highlights the pitfalls of not consciously building a culture and how an unconscious culture can undermine all other growth strategies. Ray also shares questions advisors can ask themselves to help them start

The post Building A Culture On Purpose appeared first on Kuttin Consulting Group.

On this episode of the podcast, Ray Kelly of Think2Perform discusses why advisors want to intentionally build a culture in their practice. Ray highlights the pitfalls of not consciously building a culture and how an unconscious culture can undermine all other growth strategies. Ray also shares questions advisors can ask themselves to help them start

The post Building A Culture On Purpose appeared first on Kuttin Consulting Group.

In this episode, Barron's Hall of Fame Advisor, Jonathan Kuttin, shares the model he uses to build CPA partnerships. Jon walks through the key strategies he uses to leverage his existing client base to make connections with CPAs and to differentiate himself from other advisors targeting CPAs. Jon shares some of the lessons learned and

The post CPA Relationship Model – Building A Lasting Business Partnership appeared first on Kuttin Consulting Group.

In this episode, Barron's Hall of Fame Advisor, Jonathan Kuttin, shares the model he uses to build CPA partnerships. Jon walks through the key strategies he uses to leverage his existing client base to make connections with CPAs and to differentiate himself from other advisors targeting CPAs. Jon shares some of the lessons learned and

The post CPA Relationship Model – Building A Lasting Business Partnership appeared first on Kuttin Consulting Group.

Jon Randall with Dynamic Directions, joins us to dive deeper into the concept of Niche Marketing for financial advisors. Specifically Jon shares with us why focusing on a key niche (or two) helps advisors grow quickly, how to identify a target group for prospecting, and strategies to effectively market to the group. Jon provides examples

The post Driving Growth With Niche Marketing appeared first on Kuttin Consulting Group.

Jon Randall with Dynamic Directions, joins us to dive deeper into the concept of Niche Marketing for financial advisors. Specifically Jon shares with us why focusing on a key niche (or two) helps advisors grow quickly, how to identify a target group for prospecting, and strategies to effectively market to the group. Jon provides examples

The post Driving Growth With Niche Marketing appeared first on Kuttin Consulting Group.

Scott Wetzel, CEO of Skyview Partners, shares mistakes advisors make in finding and acquiring practices and financing options available. Scott shares what selling advisors are concerned about and how buyers can use that information to attract "sell and stay" opportunities. Scott and Jon also share big mistakes advisors make as buyers and why they aren't

The post Financing Financial Advisor Acquisitions And Finding Deals appeared first on Kuttin Consulting Group.