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 and their clients, and trends and pitfalls in advisor successions. Key Links Connect with Bridgemark Strategies: https://www.bridgemarkstrategies.com Learn more about Kuttin Consulting Group: http://kuttinconsultinggroup.com Submit yourself as a
Jeff Magson, COO Of Kuttin Consulting Group and former VP with Avantax, shares his strategies for how financial advisors should approach CPAs and building partnerships. Key Links Connect with Jeff on LinkedIn: https://www.linkedin.com/in/jeffmagson/ Learn more about Kuttin Consulting Group: http://kuttinconsultinggroup.com Learn more about CPA Alliance Coaching: http://kuttinconsultinggroup.com/cpa-alliances/ Submit yourself as a guest for the podcast:
Crystal Thies of LinkedIn Ninja shares her tips for financial advisors to leverage LinkedIn and effectively prospect for clients on LinkedIn by targeting the "money level" connection. Key Links Download the free guide: The LinkedIn Ninja's Guide to Compliance and LinkedIn: How to Use LinkedIn Effectively, Compliantly, and Gain a Competitive Advantage https://www.linkedincompliance.com/ Connect with
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 and relationships. In addition to serving as a CPA, Ken also helps coach and train advisors on building CPA relationships through Kuttin Consulting Group. Key Links Learn more about Ken
Jon Randall, Coach and Consultant with Dynamic Directions, shares key avenues for financial advisors to create rapid growth. Key Links Learn more about Executive Coaching from Dynamic Directions and Kuttin Consulting: http://kuttinconsultinggroup.com/executive-coaching/ Download the Executive and Practice Assessment: https://kuttinconsulting.ac-page.com/free-executive-and-practice-assessment Email Jon Randall at: jon@dynamicdirections-d2.com Learn more about Kuttin Consulting Group: http://kuttinconsultinggroup.com Learn more about CPA Alliance
Financial Advisor and Founder of Onyx Bridge Wealth Group, Jared Cohen, shares his reasons for launching an RIA and his experience launching during the pandemic. Key Links Learn more about Onyx Bridge Wealth Group: https://onyxbridge.com Email Jared Cohen directly at: jcohen@onyxbridge.com Find Jared on LinkedIn: https://www.linkedin.com/in/jared-cohen-cap®-crpc®-9ab0ab2/ Learn more about Kuttin Consulting Group: http://kuttinconsultinggroup.com Submit yourself
Dustin Mangone, Managing Director of PPC LOAN, shares tips and strategies for financial advisors to looking to finance acquisitions and partner buy-ins. We also discuss what to look for in a lender and things to consider when looking for acquisitions opportunities. Key Links Learn more about PPC LOAN's programs for Financial Advisors: https://investment-advisors.ppcloan.com/ Email Dustin
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 more about Kuttin Consulting Group: http://kuttinconsultinggroup.com Submit yourself as a guest for the podcast: http://kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/ Connect with Jon on LinkedIn: https://www.linkedin.com/in/jonkuttin/ Connect with Shennandoah on LinkedIn: https://www.linkedin.com/in/shennandoahconnor/
Author and Leadership expert, Clint Swindall, shares the power of engaged leadership and engaged workers in driving growth and overcoming challenges, like the current pandemic. Key Links Learn more about Clint Swindall and Verbalocity: https://www.verbalocity.com Listen to the Tell Me Something Good Podcast at https://www.clintswindall.com Learn more about Kuttin Consulting Group: http://kuttinconsultinggroup.com Submit yourself as
Marketing and Organizational Development expert Shennandoah Connor shares tips on how advisors can stay top of mind with clients and achieve quantum growth in their practice. Key Links Learn more about Kuttin Consulting Group: http://kuttinconsultinggroup.com Submit yourself as a guest for the podcast: http://kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/ Connect with Jon on LinkedIn: https://www.linkedin.com/in/jonkuttin/ Connect with Shennandoah on LinkedIn: