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 defining your target client, crafting a compelling message, and how to properly ask for referrals. Key Links and Resources Learn more about Kuttin Consulting Group: http://kuttinconsultinggroup.com Submit yourself as a guest
Leadership coach and trainer to financial advisors, Ray Kelly, shares his model for creating a leadership driven culture that fuels growth. He shares what he sees advisors do right, where they struggle, and what they can do to better develop their team. Key Links and Resources Learn more about Kuttin Consulting Group: http://kuttinconsultinggroup.com Submit yourself
Jonathan Kuttin, Barron's Hall of Fame Advisor shares how he got started, lessons learned, and what it took to grow his 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: https://www.linkedin.com/in/shennandoahconnor/
Barron's Hall of Fame Advisor Jonathan Kuttin shares his motivation for launching the Quantum Growth for Financial Advisors Podcast. Each episode will provide interviews and insights designed to help financial advisors create quantum growth in their own practice. Upcoming guests include Bill Cates, a.k.a "The Referral Coach" and leadership expert Ray Kelly, along with other
Over the past few weeks I have talked a great deal about changing your mindset and shifting from serving as practitioner to practice leader. In order to do that, you need to build a team around you of capable professionals and start to carve out specialized functions in your business. As I like to
In my last post, I talked about the shift I had to make in order to grow my practice. In order to make that shift from practitioner to practice leader, I not only had to find and plug in quality leaders, I had to create an ongoing pipeline of leaders by making leadership and
Most advisors we work with are eager to grow. But many find themselves unable to do so. One of the most common reasons is because they haven’t truly made that transition from practitioner to practice leader. This is a lesson I learned myself early on in my practice. The moment when it finally clicked
When you first start your practice, all of your energy and attention goes into building a client base as quickly as possible. This entails the usual advisor marketing activities such as networking, client events, referrals, and direct outreach to prospects. This is what I like to call “eat now” marketing. In this approach, your