Advisor Talk with Frank LaRosa

Vision for Growth - with Jon Kuttin, Founder & CEO - Kuttin Wealth Management


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Frank and Jon put their decades of expertise to work providing thought leadership on:
 

  1. The journey from practitioner to enterprise and managing your growth trajectory for scale and success.
     
  2. The importance of creating a demonstratable value proposition for your practice and dialing in your processes for maximum market impact.
     
  3. A deep dive discussion on CPA partnership potential and how these partnerships can significantly, and rapidly, level-up practice growth when executed properly.
     
  4. Specific strategic insight on centers of influence, M&A, and in-organic growth opportunities.
     
  5. Tangible differentiators that attract and retain young advisory talent.
     

 

Be sure to save this episode as the wealth of actionable content Frank and Jon share is immense and you will certainly want to refer to it again and again as you develop the growth strategy for you own practice.

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Advisor Talk with Frank LaRosaBy Elite Consulting Partners

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