Quantum Growth for Financial Advisors

Recent Episodes

Financing Growth For Financial Advisors

Posted November 18, 2020 • 00:46:24

Dustin Mangone, Managing Director of PPC LOAN, shares tips and strategies for financial advisors to looking to finance acquisitions and partner buy-ins....

Developing NextGen Advisors

Posted November 12, 2020 • 00:46:50

In this episode, Jonathan Kuttin discusses the two types of NextGen advisors and how to cultivate a pipeline of talent in your firm. Key Links Learn...

Engaged Leadership

Posted November 4, 2020 • 01:00:12

Author and Leadership expert, Clint Swindall, shares the power of engaged leadership and engaged workers in driving growth and overcoming challenges,...

Marketing and Scalable Growth

Posted October 27, 2020 • 00:47:15

Marketing and Organizational Development expert Shennandoah Connor shares tips on how advisors can stay top of mind with clients and achieve quantum...

Radical Relevance with Bill Cates

Posted October 21, 2020 • 00:49:01

Bill Cates, a.k.a. “The Referral Coach,” discusses how to not only get more referrals, but get more of the right referrals. Key takeaways include...