Quantum Growth for Financial Advisors

Recent Episodes

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...

Justifying Fees and Successful Marketing Strategies

Posted January 20, 2021 • 00:45:13

Dr. Maribeth Kuzmeski is the President of Red Zone Marketing. Maribeth and her firm personally consult with some of the nation’s top financial professionals...

Trends in Advisor Successions and Recruiting

Posted January 14, 2021 • 00:47:28

Jeff Nash of Bridgemark Strategies shares critical insights in what advisors are looking for in a firm, how advisors can find the right fit for them...