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Vision for Growth - with John Kuttin, Founder & CEO - Kuttin Wealth Management
Advisor Talk with Frank LaRosa
English - March 31, 2022 08:00 - 49 minutes - 44.9 MB - ★★★★★ - 158 ratingsManagement Business Marketing advisor recruiting practice management entrepeneurship wealthmanagement recruiting financial planning ria asset management financial advisor financial services Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: LPL Financial's Strategic Wealth Services Model - with Kimberly Sanders, Senior Vice President
Next Episode: The Lion Hunter and The Advisor
Frank and John put their decades of expertise to work providing thought leadership on:
The importance of creating a demonstratable value proposition for your practice and dialing in your processes for maximum market impact.
A deep dive discussion on CPA partnership potential and how these partnerships can significantly, and rapidly, level-up practice growth when executed properly.
Specific strategic insight on centers of influence, M&A, and in-organic growth opportunities.
Tangible differentiators that attract and retain young advisory talent.
Be sure to save this episode as the wealth of actionable content Frank and John share is immense and you will certainly want to refer to it again and again as you develop the growth strategy for you own practice.