Kuttin Consulting Group

06/23/2021

Transparency and professionalism are two key traits that Ken Coburn at Coburn Tax Services looks for in advisory firms.

Listen to the full episode here:

https://www.kuttinconsultinggroup.com/2021/06/23/the-value-of-working-with-a-vetted-financial-professional/

05/13/2021

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.

Listen to the episode here:
https://tinyurl.com/vdmep3f9

04/29/2021

In this episode, Anton Anderson shares his best practices for collaborating with CPAs and accountants in a virtual world to better serve clients.

Listen to the episode below: https://www.kuttinconsultinggroup.com/2021/04/27/leveraging-virtual-resources-to-better-collaborate-with-cpas/

04/19/2021

As a leader you have to protect the culture and weigh all the evidence before making a decision. Having clear criteria for making decisions is helpful.

You can correct mistakes in your business if you weigh the judgments you used to make them in the first place.

04/15/2021

Free on demand webinar on how to approach the CPA market and drive COI referrals. Led by a Barron's Hall of Fame advisor with over 65+ CPA relationships. Register now: https://joinnow.live/s/L3zjgA

04/14/2021

In this episode, Jon Kuttin shares his best practices for cultivating junior advisors. He outlines the career path offered by his firm and how they teach advisors the technical and soft skills they need to succeed. Listen to the episode: http://ow.ly/2pyP50EoAO7

04/13/2021

Whether you're just getting started or are looking to grow, targeting a specific group with a compelling story is essential to marketing successfully to prospective clients.

Four tips for advisors and their teams to help build campaigns that drive growth.

04/09/2021

The pandemic has shifted priorities for advisors and clients, and will continue to drive virtual and remote meetings.

An Advisor360 survey finds shifts in communications, trading, portfolio rebalancing and how investment objectives and goals. are defined.

04/07/2021

In this episode Louis Diamond, President of Diamond Consultants shares key considerations for advisors looking at their affiliation options. We explore the reasons to go independent and other factors that can impact an advisor's decision. Listen now: http://ow.ly/nJpM50EiWr5

04/05/2021

Your CPA Partners are dealing with another challenging year. Be conscientious of these challenges and show how you can help their clients improve their tax situation with smart investment strategies.

Not everyone will benefit from the IRS tax deadline extension to May 17, tax planners say.