Podcast Episodes
Back to SearchIntroducing the Financial Advisor Success Syndicate with Jon Kuttin, CEO Kuttin Consulting Group
Episode 143
Topics discussed include:
* The conceptualization of FASS and a description of the platform.
* How FASS intends to fill a much-needed gap in the financ…
2 years, 8 months ago
Greatest Hits - Lead by Example with Stephen Drum
This episode is packed with stories from Stephen’s US Navy SEAL career, each drawing a direct correlation for listeners as to how the lessons Stephen…
2 years, 8 months ago
Greatest Hits - Playing the Long Game with Scott Curtis, President Private Client Group - Raymond James
Among the many topics covered are:
*the Raymond James story, its affiliation options, and how the firm’s resources and tools can be leveraged by advis…
2 years, 8 months ago
Greatest Hits - Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial
Topics discussed include:
*Breaking news on the launch of the Strategic Wealth Services Hybrid model, its industry impacts, and benefits to advisors.…
2 years, 8 months ago
The Keys to Consolidation with Kristen Kimmell - EVP, Head of Business Development – Osaic formerly Advisor Group
Episode 142
Topics discussed include:
*The meaning and symbolism behind the name, Osaic.
*The value proposition of Osaic, and why the updated branding is advantage…
2 years, 9 months ago
Preventers of Growth Episode 3 with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors
Episode 141
Topics discussed include:
*Why larger clients impact the scalable growth of your practice and steps to take to implement this strategy.
*How to utilize…
2 years, 9 months ago
Preventers of Growth Episode 2 with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors
Episode 140
Topics covered include:
*Why the quality of your client relationships is the most important characteristic of your business.
*Ways to evaluate your pra…
2 years, 9 months ago
Preventers of Growth with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors
Episode 139
Topics discussed in Part 1 of the series are:
*A breakdown of tangible and actionable ideas that are proven to help advisors grow their practice.
*The …
2 years, 9 months ago
Behind the Wheel – Advisors Pay Attention
Episode 138
During choppy markets, many advisors get the impression that firms shy away from handing out lucrative transition deals, but this couldn’t be any fur…
2 years, 10 months ago
The Advisor Advantage with Private Advisor Group
Episode 137
Together, the trio discuss in depth the ‘why’ behind the Private Advisor Group value proposition, and how putting advisors and their needs first has …
2 years, 10 months ago