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How to Scale an Advisory Practice Part 1: The True Cost of Serving Every Client with Jon Randall

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Manage episode 507919106 series 3335590
Content provided by Jonathan Kuttin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Kuttin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This Week on Quantum Growth for Financial Advisors, Jon Kuttin and Jon Randall discussed the challenges financial advisors face in managing and segmenting clients—especially the risks of carrying too many low-value relationships. They explained that solo advisors should aim to serve about 150 clients, while team leaders should keep caseloads closer to ~95 clients per advisor.

The post How to Scale an Advisory Practice Part 1: The True Cost of Serving Every Client with Jon Randall appeared first on Kuttin Consulting Group.

  continue reading

100 episodes

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Manage episode 507919106 series 3335590
Content provided by Jonathan Kuttin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Kuttin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This Week on Quantum Growth for Financial Advisors, Jon Kuttin and Jon Randall discussed the challenges financial advisors face in managing and segmenting clients—especially the risks of carrying too many low-value relationships. They explained that solo advisors should aim to serve about 150 clients, while team leaders should keep caseloads closer to ~95 clients per advisor.

The post How to Scale an Advisory Practice Part 1: The True Cost of Serving Every Client with Jon Randall appeared first on Kuttin Consulting Group.

  continue reading

100 episodes

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