ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Reaching the Next Generation and Preventing the Heir Leak"
Episode Synopsis
Summary: Do you have an aging clientele? What happens when they pass away? Research shows that in such situations, most heirs transfer their assets to another advisor, resulting in “heir leak”. In this episode, Jon Kuttin is joined by Bill Good, the chairman and founder of Bill Good Marketing, to help advisors minimize heir leak
The post Reaching the Next Generation and Preventing the Heir Leak appeared first on Kuttin Consulting Group.
The post Reaching the Next Generation and Preventing the Heir Leak appeared first on Kuttin Consulting Group.
More episodes of the podcast Quantum Growth for Financial Advisors
How to Scale an Advisory Practice Part 1: The True Cost of Serving Every Client with Jon Randall
22/09/2025
The Square Root Effect with Jon Kuttin
20/08/2025
Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 2
18/06/2025
In God we trust