Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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 experience? In this episode, Jon describes how he helps advisors grow from a one-person practice to a team of multiple competent advisors. He
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 manager at First Eagle Investment Management, about building and leading an exceptional team of advisors, enhancing your value to clients, and creating
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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 vetted financial professionals has contributed to the growth of his business, successfully managing over
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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. Robyn challenges you to rethink traditional ways of asking for referrals, which are often awkward for everyone involved, and, even worse,
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 other professionals. Paul also shares his insights on where the CPA Industry is headed from HaydenRock's viewpoint
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 empower yourself to accelerate growth and encourage positive change within your practice. Key
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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 forming relationships with CPAs and how they can take steps to change their process by focusing on
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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. Jon also discusses key skills and traits advisors need to develop at different levels of their career.
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 earning capacity and client service. Next he discusses the independence continuum and the tradeoff between independence and
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, principles and values, and goals to ensure that our actions as advisors are in alignment with universal
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Join Paris Hilton each week as she speaks candidly with her friends and family, the hottest in movies, music, and television, innovators, creators, newsmakers, and icons. Paris will sit down for edgy, in depth conversations with a multitude of unexpected guests. She will interview people in a way that only Paris can. Questions and topics that are surprising and unanticipated. Honest, fun, open, inspiring and unpredictable. Loves it. Paris Hilton is an influencer, DJ, designer, recording artist, philanthropist, host, actress, model and author. Now, you can get closer and more personal than ever with Paris each week. This is Paris.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks then look no further. Josh and Chuck have you covered.
This is what the news should sound like. The biggest stories of our time, told by the best journalists in the world. Hosted by Michael Barbaro. Twenty minutes a day, five days a week, ready by 6 a.m.
ALL THE SMOKE pairs two of the most outspoken and controversial players of their time. Known as fiery, intense competitors during their on-court careers, Matt Barnes and Stephen Jackson are now two of the most widely respected voices by today’s crop of NBA stars. Serving as mentors to numerous players throughout the league and with their hands firmly on the pulse of the game, they have first-hand insight into the minds, lives and pressing issues facing today’s players. Barnes and Jackson, who have played alongside two generations of All-Stars, will dish on the latest news and drama from on and off the court without boundaries.
If you can never get enough true crime... Congratulations, you’ve found your people.