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 a solid business development plan –– in a way that ultimately helps you rise to the top.

Robert discusses:



The forming, storming, norming, and performing phases of growing your business

Three key leadership dynamics that lead to outstanding results (a.k.a. the leadership trinity)

Ways to make clients feel ultra-special (that most advisors aren’t doing!)

How to grow your client base by tapping into your book of business

And more!



Resources:



Oechsli

“Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork” by Dan Sullivan

“Measure What Matters: How Google, Bono, and the Gates Foundation Rock the World with OKRs” by John Doerr

“The ONE Thing: The Surprisingly Simple Truth Behind Extraordinary Results” by Gary Keller

Think2Perform

Brett Davenport Leadership Institute

Ancestry®



Connect With Robert Milliman:



(800) 747-2008

Robert.milliman@feim.com 

First Eagle Investment Management

LinkedIn: Robert Milliman



Connect With Kuttin Consulting Group:



kuttinconsultinggroup.com

LinkedIn: Jonathan Kuttin

CPA Alliance Coaching

Submit yourself as a guest for the podcast



About Our Guest:

Robert Milliman is the national sales manager of the independent broker dealer channel for First Eagle funds. Robert joined First Eagle Investment Management in 2016 and started his career in financial services in 1997. Robert earned his undergraduate degree in Management from the University of Phoenix.