Quantum Growth for Financial Advisors

Recent Episodes

2021 M&A Recap in the Financial Services Space & Looking Ahead to 2022 With David Grau Jr.

Posted March 2, 2022 • 00:43:10

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...

The “WOW” Experience – How to Replicate Your Best Clients With Jon Randall, CMC™

Posted February 9, 2022 • 00:46:33

When you WOW your clients with an unforgettable experience, they tell their friends and family about it. In other words, improving your client experience...

The Virtual Family Office: How To Nurture Advisor-CPA Relationships With Anton Anderson

Posted January 26, 2022 • 00:46:16

To offer a more holistic and proactive client experience, establishing strong advisor-CPA relationships is crucial. In this episode, Jon Kuttin speaks...

Identify Your Weaknesses and Opportunities to Improve Your Level of Leadership with Ray Kelly

Posted January 12, 2022 • 00:45:02

Are you a leader? What should a leader look like in your workplace? Having effective leadership within a workplace and providing valuable tools and...

Take Your Client Engagement to the Next Level With Julie Littlechild

Posted December 15, 2021 • 00:40:11

Improving your client engagement makes you far more referable. Plus, it opens the doors for valuable feedback that helps your advisory practice grow!...