Developing a Junior Advisor
Update: 2021-07-21
Description
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 shares his simple step-by-step guide, explaining how to create the time you need to accelerate your business development process, something that will ultimately lead you to the Quantum Growth you’ve always been looking for!
Jon discusses:
How to overcome the “control-freak” mindset
Repeatable growth strategies you can implement in 90-day increments
How to apply the DOC (Demonstrate, Observe, Confirm) rule to coach and train junior advisors
Tips to stop working IN the business, and start working ON the business
And more!
Resources:
“How to Influence CPAs To Change Their Thought Process and Dispel Limiting Beliefs” With Paul Latham of HaydenRock Solutions
Connect With Kuttin Consulting Group:
kuttinconsultinggroup.com
LinkedIn: Jonathan Kuttin
CPA Alliance Coaching
Submit yourself as a guest for the podcast
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 shares his simple step-by-step guide, explaining how to create the time you need to accelerate your business development process, something that will ultimately lead you to the Quantum Growth you’ve always been looking for!
Jon discusses:
How to overcome the “control-freak” mindset
Repeatable growth strategies you can implement in 90-day increments
How to apply the DOC (Demonstrate, Observe, Confirm) rule to coach and train junior advisors
Tips to stop working IN the business, and start working ON the business
And more!
Resources:
“How to Influence CPAs To Change Their Thought Process and Dispel Limiting Beliefs” With Paul Latham of HaydenRock Solutions
Connect With Kuttin Consulting Group:
kuttinconsultinggroup.com
LinkedIn: Jonathan Kuttin
CPA Alliance Coaching
Submit yourself as a guest for the podcast
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