How to Account for Growth: Transitioning from Advisor to CEO

from Quantum Growth for Financial Advisors · host Jonathan Kuttin

You might reach a point in your practice when your excessive client work leaves no room to focus on future business growth and scalability. This might be the ideal time to transition from being a client-facing advisor to a CEO who leads the company. In this episode, Jon Kuttin is interviewed by Louis The post How to Account for Growth: Transitioning from Advisor to CEO appeared first on Kuttin Consulting Group.

Episode metadata supplied by the publisher feed · Published May 11, 2022

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How to Account for Growth: Transitioning from Advisor to CEO

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