Elite Balanced Advisor Quarterly Call Series

HOSTED BY JOHN EVANS, EXECUTIVE DIRECTOR, JANUS LABS

Conversations that motivate, inspire and improve your everyday.

Building Meaningful Relationships with CPAs.

Featuring: John Evans Jr. - Executive Director of Janus Labs & Jon Kuttin - Barrons top 1200 advisor of 2014, CEO of Kuttin Consulting Group

With over 20 years of experience, Jon Kuttin has been successully training elite advisors on best practices for building and developing relationships with CPAs. Listen to the replay to hear John Evans and Jon Kuttin share their experiences and expertise

Upcoming Calls

DATE

TITLE

04/27

The Niche - Why is it Critical for your Success?
John Evans Jr., Executive Director of Janus Labs & Michael Grossman, CFP., President of Advice One LLC

Past Calls

DATE

TITLE

LISTEN

12/01

Client WOW Ideas Around the Holidays
Nick Fox, Janus Labs Consultant

11/10

Unlocking Your Team's Operational Alpha
Andrew Buchanan, Former U.S. Navy SEAL Officer

10/13

Avoiding Common Energy Pitfalls
Heidi Hanna, PhD, Performance & Wellness Coach

09/08

Never Ask for a Referral Again
John Evans, Executive Director, Janus Labs

08/11

Helping Aging clients Stay Sharp
Heidi Hanna, PhD, Performance & Wellness Coach

07/14

Fueling Growth With WOW
Brian Grogan, Financial Advisor

06/09

Driving Client Loyalty: Ideas for building a WOW-worthy practice
Nick Fox, Janus Labs Consultant

05/12

The Brain Recharge Process: 3 Steps to Balance, Build and Boost Your Brainpower
Heidi Hanna, PhD, Performance & Wellness Coach

04/14

Ignite Your Practice: Quality Client Acquisition
Thom Fross, Financial Advisor, Fross & Fross Wealth Management

03/10

Widowhood and Divorce: Helping female clients manage difficult life transitions
Kathleen Burns Kingsbury, Wealth Psychology Expert; Matt Sommer, VP & Director Janus Wealth Advisor Services

02/10

Stressaholic: 10 Ways to Break Through Stress Addiction
Heidi Hanna, PhD, Performance & Wellness Coach

01/13

Mission Planning: What your team can learn from Navy SEALs
John Choate, Former U.S. Navy SEAL Officer