Quantum Growth for Financial Advisors

Recent Episodes

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...

How To Approach CPAs and Build Partnerships

Posted January 6, 2021 • 00:49:13

Jeff Magson, COO Of Kuttin Consulting Group and former VP with Avantax, shares his strategies for how financial advisors should approach CPAs and building...

Prospecting For Clients on LinkedIn

Posted December 24, 2020 • 00:50:51

Crystal Thies of LinkedIn Ninja shares her tips for financial advisors to leverage LinkedIn and effectively prospect for clients on LinkedIn by targeting...

How To Connect With CPAs

Posted December 16, 2020 • 00:56:03

CPA, Ken Cerini, shares insights on what CPAs are facing and how financial advisors can make meaningful connections with them in order to drive referrals...