Quantum Growth for Financial Advisors

Recent Episodes

Using The Alignment Model With Your Firm And Clients

Posted April 1, 2021 • 00:56:07

In this episode, Doug Lennick of Think 2 Perform describes how the industry has evolved and the importance of using the Alignment Model with your firm...

Driving Profit And Client Value Through An Insourced CIO

Posted March 24, 2021 • 00:48:44

In this episode, Chris Shuba of Helios Quantitative Research, shares how leveraging an insourced CIO can improve the client asset management experience...

How To Scale, Expand, And Grow Your Practice

Posted March 17, 2021 • 00:50:02

Jonathan Manela of Edge Strategy Group shares key factors to create a business that is capable of growth and that can grow at an exponential rate. Specifically...

Drivers of Practice Value and Ensuring Continuity

Posted March 10, 2021 • 00:54:19

In this episode, Anthony Whitbeck, CEO of Advisor Legacy describes the drivers that determine practice value and what advisors can do to ensure continuity...

Building A Culture On Purpose

Posted March 3, 2021 • 00:47:08

On this episode of the podcast, Ray Kelly of Think2Perform discusses why advisors want to intentionally build a culture in their practice. Ray highlights...