Quantum Growth for Financial Advisors

Recent Episodes

CPA Relationship Model – Building A Lasting Business Partnership

Posted February 24, 2021 • 00:52:58

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...

Driving Growth With Niche Marketing

Posted February 17, 2021 • 00:54:30

Jon Randall with Dynamic Directions, joins us to dive deeper into the concept of Niche Marketing for financial advisors. Specifically Jon shares with...

Financing Financial Advisor Acquisitions And Finding Deals

Posted February 10, 2021 • 00:47:58

Scott Wetzel, CEO of Skyview Partners, shares mistakes advisors make in finding and acquiring practices and financing options available. Scott shares...

Trends in Financial Advisor M&A and Valuations

Posted February 3, 2021 • 00:48:59

David Grau Jr, founder and CEO of Succession Resource Group, shares insights and trends impacting financial advisor mergers and acquisitions. David...

Growing Your Financial Advisory Practice Through Client Experience

Posted January 27, 2021 • 00:49:51

Barron’s Hall of Fame Advisor, Jonathan Kuttin, shares how focusing on client experience has helped his firm create organic growth. He specifically...