Quantum Growth for Financial Advisors

Quantum Growth for Financial Advisors


How to Account for Growth: Transitioning from Advisor to CEO

May 11, 2022

You might reach a point in your practice when your excessive client work leaves no room to focus on future business growth and scalability.   This might be the ideal time to transition from being a client-facing advisor to a CEO who leads the company.   In this episode, Jon Kuttin is interviewed by Louis


The post How to Account for Growth: Transitioning from Advisor to CEO appeared first on Kuttin Consulting Group.