Quantum Growth for Financial Advisors

Recent Episodes

How To Approach CPAs and Build Partnerships

Posted January 6, 2021 • 00:49:13

Jeff Magson, COO Of Kuttin Consulting Group and former VP with Avantax, shares his strategies for how financial advisors should approach CPAs and building...

Prospecting For Clients on LinkedIn

Posted December 24, 2020 • 00:50:51

Crystal Thies of LinkedIn Ninja shares her tips for financial advisors to leverage LinkedIn and effectively prospect for clients on LinkedIn by targeting...

How To Connect With CPAs

Posted December 16, 2020 • 00:56:03

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...

How To Create Rapid Growth

Posted December 9, 2020 • 00:49:43

Jon Randall, Coach and Consultant with Dynamic Directions, shares key avenues for financial advisors to create rapid growth. Key Links Learn more about...

Launching An RIA

Posted December 2, 2020 • 00:43:14

Financial Advisor and Founder of Onyx Bridge Wealth Group, Jared Cohen, shares his reasons for launching an RIA and his experience launching during...