Quantum Growth for Financial Advisors

Quantum Growth for Financial Advisors

Latest Episodes

Developing a Junior Advisor
July 21, 2021

Summary: To scale your practice beyond a certain level, you’ll need to add more advisors to your team. But how do you ensure a smooth transfer of responsibilities without hindering the client experien

The Differentiators of Elite Financial Services Teams
July 07, 2021

Have you ever wondered what makes top advisors so successful and different from the rest? You’re about to find out in this episode! This week, Jonathan Kuttin talks to Robert Milliman, national sales

The Value of Working with a Vetted Financial Professional
June 23, 2021

Summary: Are you an advisor looking to grow your business and build long-lasting partnerships? If so, this episode with tax accountant Ken Coburn of Coburn’s Tax Services’ is for you! This week, Ken joins Jonathan Kuttin to reveal how working with vett...

The Importance of Women in Finance
June 09, 2021

Do you know how to attract prospects without seeming salesy or like you’re begging for referrals? In this episode, Jonathan Kuttin talks to Robyn Crane CFP®, a business growth expert for female financial advisors.

How to Influence CPAs to Change Their Thought Process and Dispel Limiting Beliefs
May 26, 2021

In this episode Paul Latham shares his thoughts on the traditional financial planning model as it relates to CPA relationships and how advisors can leverage technology and collaboration to help CPAs dispel their limiting beliefs behind working with oth...

Accepting and Navigating Change as a Financial Advisor
May 12, 2021

In this episode Brian Bosley shares his thoughts and perspective on how the advice industry is changing and how to best take control as a financial advisor.  Brian touches on his “Bamboo Progress” system for financial advisors and explains how to best ...

Leveraging Virtual Resources to Better Collaborate with CPAs
April 27, 2021

In this episode Anton Anderson shares his best practices for providing value to CPA firms using Elite Resource Team’s in-house virtual family office. Anton also discusses his philosophy on why most financial advisors are typically not successful in for...

Cultivating Junior Advisors
April 14, 2021

In this episode Jonathan Kuttin shares his best practices for developing junior advisors. Specifically he shares the importance of creating a clear career path for advisors starting at the intern level all the way through to equity partner.

Exploring Your Affiliation Options as a Financial Advisor
April 07, 2021

In this episode Louis Diamond, President of Diamond Consultants shares key considerations for advisors looking at their affiliation options. Louis begins by sharing how the industry has evolved over the years and how that has impacted an advisor’s earn...

Using The Alignment Model With Your Firm And Clients
April 01, 2021

In this episode, Doug Lennick of Think 2 Perform describes how the industry has evolved and the importance of using the Alignment Model with your firm and clients. Specifically Doug shares how the alignment model looks at morals,