Quantum Growth for Financial Advisors: Recent Episodes
Jonathan Kuttin
Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
Welcome back to another episode of Quantum Growth for Financial Advisors! In this solo "quick hit" episode, Jon Kuttin explores one of the most powerful frameworks for cutting through distraction and creating meaningful business growth: Signal vs. Noise. Drawing from the work of Dr. Benjamin Hardy, Jon explains why high performers consistently identify and focus
The post Signal or Noise? Why High Performers See What Everyone Else Misses with Jon Kuttin appeared first on Kuttin Consulting Group.
Welcome back to another episode of Quantum Growth for Financial Advisors. In this special episode, we're celebrating some of the incredible women who have helped shape the financial services industry. We've curated some of the most memorable and impactful moments from conversations with female leaders, advisors, executives, and entrepreneurs who have shared their experiences, insights,
The post Voices of Leadership: Insights from Women in Financial Services appeared first on Kuttin Consulting Group.
Welcome back to another episode of Quantum Growth for Financial Advisors! In this episode, Jon Kuttin wraps up the three-part series on scaling, mindset, and 10x growth inspired by the work of Dr. Benjamin Hardy. Throughout the series, the focus has been on helping advisors rethink how they approach growth by shifting their identity, decision-making
The post Breaking the Advisor Growth Curve: The Final Piece of the “10x Thinking” Puzzle appeared first on Kuttin Consulting Group.
Welcome back to another episode of Quantum Growth for Financial Advisors! In this second installment of the series on growth mindset and scaling for financial advisors, Jon Kuttin dives into one of the most important—and often overlooked—drivers of success: how decisions are actually made. Building on the prior episode’s discussion around business growth stages and
The post Breaking the Advisor Growth Curve: The Decision Making Framework That Drives 10X Growth with Jon Kuttin appeared first on Kuttin Consulting Group.
Welcome back to another episode of Quantum Growth for Financial Advisors! In this kickoff episode of a new series on growth mindset and scaling for financial advisors, Jon Kuttin sets the foundation for thinking bigger—and operating differently—at every stage of business growth. Drawing on the work of Dr. Benjamin Hardy and his collaboration with Dan
The post Breaking the Advisor Growth Curve: Mindset, Scale, and the Gap Between Vision and Reality with Jon Kuttin appeared first on Kuttin Consulting Group.
Welcome back to another episode of Quantum Growth for Financial Advisors. In this special episode, we’re taking it back to where it all began. We’ve curated some of the most memorable and impactful early moments from the first year of our podcast—conversations that sparked new ideas, challenged perspectives, and laid the foundation for everything that
The post Early Moments From Quantum Growth For Financial Advisors appeared first on Kuttin Consulting Group.
Welcome back to another episode of Quantum Growth for Financial Advisors. This week, Jon breaks down one of the most misunderstood growth strategies in the advisory space—M&A. He unpacks why advisors pursue acquisitions in the first place and challenges the common assumption that buying a practice is a fast path to increased cash flow. Jon
The post The Advisor’s Guide to Smart M&A: Capital, Motives, and Discipline with Jon Kuttin appeared first on Kuttin Consulting Group.
Welcome back to another episode of Quantum Growth for Financial Advisors. We’ve been getting fantastic feedback on our solo episodes with Jon, so we’re keeping that momentum going for today's episode! This week, Jon builds on insights from our previous 10x episode, going deeper into how to think critically about applying 10x principles inside your
The post From Table Stakes to 10x: Leading Yourself to Leading an Enterprise appeared first on Kuttin Consulting Group.
We’re back with another solo episode of Quantum Growth for Financial Advisors with Jon Kuttin. Today, Jon explores why financial advisors are increasingly acquiring or partnering with accounting firms to build integrated, family-office-style experiences. He explains how private equity and family office capital—once focused on RIAs—has moved into the accounting middle market, driving up valuations
The post Private Capital is Coming for CPA Firms — Here’s Why Advisors Should Care with Jon Kuttin appeared first on Kuttin Consulting Group.
We’re back with another solo episode of Quantum Growth for Financial Advisors with Jon Kuttin. In this short, high-impact strategy session, Jon challenges advisors and firm leaders to rethink how they pursue growth—and why continuing to focus on “table stakes” activities almost always leads to linear results. Drawing from recent leadership offsites and his own
The post From Table Stakes to 10x: Designing the Work That Actually Scales Your Business with Jon Kuttin appeared first on Kuttin Consulting Group.
We are back our 1st episode of Quantum Growth for Financial Advisors in 2026 to welcome Anton Anderson back to the show! As January 2026 begins, this episode invites financial advisors to step back and reassess where their businesses—and their energy—are really going. Against the backdrop of a massive generational wealth transfer and growing public
The post What Family Offices Can Teach Advisors in 2026 with Anton Anderson appeared first on Kuttin Consulting Group.
We’re back with our final episode of Quantum Growth for Financial Advisors for 2025. As we close out the year, we’re celebrating the conversations, insights, and moments that defined our show. This special end-of-year compilation brings together the most impactful clips, biggest takeaways, and clips from our listener's favorite episodes. Thank you for being part
The post Looking Back, Moving Forward – The Best Quantum Growth Moments From 2025 appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial Advisors! On this episode, we give our Quantum Growth listeners a special treat with a guest episode featuring Jon Kuttin on AdvisorTalk with Frank LaRosa. Frank goes deep with Jon on why he believes he has been so successful acquiring practices over the years
The post M&A Masterclass with Jon Kuttin and Frank LaRosa appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, we give our Quantum Growth listeners insights from Ray Kelly on another powerful FASS (Financial Advisor Success Syndicate) session—this one centered around the evolving intersection of technology and humanity within financial services.
The post Advisors, AI, and the Art of Asking Better Questions with Ray Kelly appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, we give our Quantum Growth listeners insights from Ray Kelly on a special FASS (Financial Advisor Success Syndicate) session we recorded a few months ago. In this episode, Ray Kelly dives into
The post Cracking the Code of Team Performance with Ray Kelly appeared first on Kuttin Consulting Group.
This Week on Quantum Growth for Financial Advisors, Jon Kuttin and Jon Randall continue the discussion around building a scalable and right-sized business. Today’s discussion centers on helping financial advisors attract their ideal clients by overcoming a common challenge — working with too many non-ideal clients that limit growth and service quality. Jon Kuttin and
The post How to Scale an Advisory Practice Part 3: Creating a Referrable Experience appeared first on Kuttin Consulting Group.
This Week on Quantum Growth for Financial Advisors, Jon Kuttin and Jon Randall continue the discussion around properly pricing your services to the end client. Today's discussion focuses on the challenges faced by financial advisors, particularly the issue of managing an overwhelming client base. Jon Randall highlights the significance of narrowing down clients to enhance service
The post How to Scale an Advisory Practice Part 2: More Value, Fewer Clients with Jon Randall appeared first on Kuttin Consulting Group.
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.
We’re back with another episode of Quantum Growth for Financial Advisors with Jon Kuttin. This week, we share some leadership insights from Jon from one of his past coaching sessions with top advisors around the country. Jon has rapidly scaled his wealth management practice remotely post COVID and shares some valuable insights with the group on how
The post Lessons From Scaling a Remote Wealth Management Organization with Jon Kuttin appeared first on Kuttin Consulting Group.
We’re back with another solo episode of Quantum Growth for Financial Advisors with Jon Kuttin. This week, Jon reflects on insights from KWM’s first national conference and breaks down the three key phases of business growth: Early Stage – driving initial sales to reach the first million. Scaling Up – building processes and systems that create leverage. Beyond $3–4M –
The post The Square Root Effect with Jon Kuttin appeared first on Kuttin Consulting Group.
We’re back with another episode of Quantum Growth for Financial Advisors with Jon Kuttin. This week, Jon asks you to assess your leadership style: are your people partners—or just producers? He breaks down three archetypes—command-and-control, appeasement, and vision-based leadership—and explains why only a vision-led, servant approach truly scales. Jon discusses the costs of top-down control (turnover), the
The post From Appeasement to Alignment: Leading for Real Results with Jon Kuttin appeared first on Kuttin Consulting Group.
We're back with another episode of Quantum Growth for Financial Advisors! In this episode, Jon Kuttin unpacks the mindset and habits that drive high-performing financial advisors toward lasting personal and professional growth. Drawing from influential books like Relentless, Atomic Habits, and Mindset, Jon shares how mastering self-talk and integrating knowledge are essential to leveling up—both in business and in
The post Discipline, Drive and the Relentless Edge with Jon Kuttin appeared first on Kuttin Consulting Group.
We're back with another episode of Quantum Growth for Financial Advisors! This week, host Jon Kuttin dives into the critical topic of self-leadership and personal development—essential skills for any financial advisor looking to grow both professionally and personally. In this episode, Jon explores the 10-20-70 model of adult learning, emphasizing that 70% of meaningful growth comes from real-world experience and application. He
The post From Self-Talk to Self-Leadership: Rewiring Your Mind for Change with Jon Kuttin appeared first on Kuttin Consulting Group.
This Week on Quantum Growth for Financial Advisors we are back with Part 2 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group! This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders.
The post Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 2 appeared first on Kuttin Consulting Group.
This Week on Quantum Growth for Financial Advisors we are back with Part 1 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group! This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders.
The post Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 1 appeared first on Kuttin Consulting Group.
In this episode of Quantum Growth for Financial Advisors, host Jon Kuttin welcomes back Joseph Greco, Managing Director of Elite Advisor Successions, for an in-depth look at buy-side strategies in the succession planning process within the wealth management M&A landscape. Drawing from decades of combined experience, Jon and Joseph explore the key traits that define successful
The post Behind the Deal: How Elite Buyers Win in Succession Planning with Joseph Greco appeared first on Kuttin Consulting Group.
In this episode of Quantum Growth for Financial Advisors, Jon Kuttin welcomes Joseph Greco, Managing Director of Elite Advisor Successions, to explore the record-breaking M&A activity reshaping the wealth management industry in 2024. Joseph shares his journey in wealth management M&A and discusses how Elite facilitates transactions across the independent broker-dealer and RIA space. The conversation
The post Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco appeared first on Kuttin Consulting Group.
This Week on Quantum Growth for Financial Advisors: We're excited to welcome back one of our most insightful and frequent guests, Jon Randall. In this episode, Jon Kuttin and Jon Randall explore what it takes to become a million-dollar producer. Randall emphasizes the critical role of mindset and adaptability, pointing out that many advisors plateau in their
The post The Million Dollar Blueprint: Strategies of Top Performing Advisors with Jon Randall appeared first on Kuttin Consulting Group.
This Week on Quantum Growth for Financial Advisors, we’re excited to welcome back one of our most frequent and insightful guests, Jon Randall. In this episode, Jon Kuttin and Jon Randall dive deep into how financial advisors can attract, prospect, and engage high-value clients—especially during times of market volatility. Jon Randall highlights that consistent and
The post Mastering High Value Client Acquisition and Referral Techniques with Jon Randall appeared first on Kuttin Consulting Group.
In this week’s episode of Quantum Growth for Financial Advisors, Jon welcomes Lera Kooper, Partner at Accountability Services, for an insightful conversation about the evolving role of CPAs in today’s advisory landscape. Lera shares her journey of transforming traditional, compliance-focused accounting into a proactive, year-round advisory service aimed at reducing stress for business owners and maximizing long-term value. She and
The post The Future of Business Advisory: Proactive Advice & Collaboration Between CPAs and Advisors with Lera Kooper appeared first on Kuttin Consulting Group.
Part 3 of Our Hands-On Session with Jon Kuttin is Here! In this episode, Jon dives into the challenge of making the intangible tangible, emphasizing the importance of accountability and raising standards as a business grows. He introduces the phrase "higher level, new devil," highlighting how success brings fresh challenges that demand quick solutions. Drawing
The post The Power of Decisive Action Part 3 – More, Better or Different: Crafting Your Next Best Action with Jon Kuttin appeared first on Kuttin Consulting Group.
Ready for part 2 of a real hands-on session with Jon Kuttin on decision making? Today, Jon goes deeper on this topic and focuses on the essential transition from conceptualization to implementation. He reviews a real example with his wealth management firm's commitment to moving clients' assets to a discretionary management system to enhance efficiency
The post The Power of Decisive Action Part 2 – From Intangible to Tangible: Building Unstoppable Momentum with Jon Kuttin appeared first on Kuttin Consulting Group.
Ready for a real hands-on session with Jon Kuttin on decision making? Join us for this week’s podcast with Jon as he delves into the distinction between decision-making and action, using a parable about frogs to illustrate that deciding to act is not the same as taking action. Jon outlines the concept of adult learning as
The post The Power of Decisive Action Part 1 – Deciding vs. Doing with Jon Kuttin appeared first on Kuttin Consulting Group.
On this week’s episode of Quantum Growth for Financial Advisors, we shift gears towards the accounting firm industry and delve into a concept that is one of the core focuses of Kuttin Consulting Group - accounting firm partnerships. Today, we take it a step further and talk about accounting firm acquisitions as it relates to wealth
The post Financial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon Hay appeared first on Kuttin Consulting Group.
On this week’s episode of Quantum Growth for Financial Advisors, we welcome back Jon Randall again to dive into part 3 of our 3-part series about identifying constraints in your advisory business. Can you actively identify the true constraints within your business and overcome them to achieve sustainable growth? Jon Randall and Jon Kuttin dive
The post Identifying the Constraints in your Practice Part 3 with Jon Randall, CMC™ appeared first on Kuttin Consulting Group.
As we head into the last few weeks of 2024 and get ready for the holiday season, we wanted to end this year of growth and personal development on a positive note and recap some of the best moments from our guests on the Quantum Growth for Financial Advisors podcast this year! Listen in for
The post Best Quantum Growth Moments of 2024 appeared first on Kuttin Consulting Group.
Welcome back to Quantum Growth for Financial Advisors for one of our last episodes of 2024! This week, Jon welcomes Libby Greiwe of The Efficient Advisor to the show to talk about all things efficiency when running your advisory practice. Libby shares her transformative experience in the financial advisory industry, detailing how she restructured her
The post The Efficiency Factor with Libby Greiwe appeared first on Kuttin Consulting Group.
Welcome back to Quantum Growth for Financial Advisors! This week, Jon talks about a subject that has been pivotal in his personal growth and development - GRIT. Join Jon and Marissa Levin, entrepreneur and CEO of Marissa International as they delve into all things GRIT. Today's episode highlights the importance of grit and resilience in
The post The Grit Factor: Cultivating Perseverance for Success with Marissa Levin appeared first on Kuttin Consulting Group.
On this week’s episode of Quantum Growth for Financial Advisors, we welcome back Jon Randall to dive into part 2 of our 3-part series about identifying constraints in your advisory business. Can you actively identify the true constraints within your business and overcome them to achieve sustainable growth? Jon Randall and Jon Kuttin dive into
The post Identifying the Constraints in your Practice Part 2 with Jon Randall, CMC™ appeared first on Kuttin Consulting Group.
On this week’s episode of Quantum Growth for Financial Advisors, we welcome back a repeat guest – Jon Randall to dive into a key topic for financial advisors who are building their own practices. The focus on today’s episode is constraints within your business and how to identify and overcome them to achieve sustainable growth.
The post Identifying the Constraints in your Practice with Jon Randall, CMC™ appeared first on Kuttin Consulting Group.
Join us for a special feature episode of Quantum Growth for Financial Advisors! Jon joins Derrick Kinney on his podcast - Good Money with Derrick Kinney to share his journey from starting a wealth management practice as a solo advisor to leading one of the top independent firms in the nation Jon’s reflects on his
The post The Proven Systems that Scale Your Business with Jon Kuttin appeared first on Kuttin Consulting Group.
On this week's episode of Quantum Growth for Financial Advisors, we welcome back Mike Futterman to the show for Part 2 of 2 of our discussion on motivation and "Type 2 Fun"! Mike and Jon continue the discussion this week around discipline and motivation. On Part 2, we shift into the neuroscience behind motivation, emphasizing
The post The Type Two Fun Concept: Supercharging and Sustaining Motivation Part 2 with Michael Futterman appeared first on Kuttin Consulting Group.
On this week's episode of Quantum Growth for Financial Advisors, we welcome back Mike Futterman to the show! Mike and Jon discuss the age old concepts around discipline and motivation. Mike introduces his concept of "type two fun", which involves intentionally choosing challenging activities that may prompt feelings of discomfort. He explains that the idea
The post The Type Two Fun Concept: Supercharging and Sustaining Motivation Part 1 with Michael Futterman appeared first on Kuttin Consulting Group.
This week, we have a special episode featuring Jon Kuttin and Brittany Anderson on the Ultimate Advisor Podcast! Tired of dreaming small? Learn how one advisor built his practice beyond $9.5 billion in AUM without a client in sight! On this episode, Jon Kuttin reveals how he removed himself from client work over a decade
The post Featured Podcast: Ultimate Advisor Podcast – Scaling a Multi Billion Dollar Advisory Practice Through Mastering Leadership with Jon Kuttin appeared first on Kuttin Consulting Group.
Welcome back to Quantum Growth for Financial Advisors! This week, Jon interviews Brittany Anderson about her concept of the 90-10 transformation, which addresses the challenges faced by highly driven individuals in the financial industry. Brittany shared insights into the impact of the pandemic on different individuals, highlighting the distinction between those who accelerated and those
The post The 90/10 Transformation with Brittany Anderson appeared first on Kuttin Consulting Group.
Welcome back to Quantum Growth for Financial Advisors! This week, we welcome back Bill Cates again, the referral coach to discuss his new book “The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients” and to talk about how to truly believe in the value you provide to your
The post The Language of Referrals Part 2 with Bill Cates appeared first on Kuttin Consulting Group.
Welcome back to Quantum Growth for Financial Advisors! This week, we welcome back Bill Cates, the referral coach to discuss his new book “The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients” and to talk about how to truly believe in the value you provide to your clients.
The post The Language of Referrals with Bill Cates appeared first on Kuttin Consulting Group.
Welcome back to the show Quantum Growth for Financial Advisors listeners! Today we welcome back Paul G. McManus and Tony Maree Torrey of More Clients More Fun (MCMF) Publishing to discuss going deeper on synergistic marketing in the financial services industry. Paul and Tony introduce the concept of the “influencer accelerator” strategy to leverage guest
The post The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice with Paul G. McManus and Tony Maree Torrey appeared first on Kuttin Consulting Group.
We are back with another special episode of Quantum Growth for Financial Advisors podcast featuring the founder and president of Strategic Coach, Dan Sullivan! For Part 2 of this 2 Part Episode, today we talk about how to unlock your true entrepreneurial potential. Dan and Jon reflect on the inherent traits of entrepreneurs and their
The post Unlocking Your True Entrepreneurial Potential Part 2 with Dan Sullivan appeared first on Kuttin Consulting Group.
We are back with another special episode of Quantum Growth for Financial Advisors podcast featuring the founder and president of Strategic Coach, Dan Sullivan! For Part 1 of this 2 Part Episode, today we talk about how to unlock your true entrepreneurial potential. Dan and Jon reflect on the inherent traits of entrepreneurs and their
The post Unlocking Your True Entrepreneurial Potential Part 1 with Dan Sullivan appeared first on Kuttin Consulting Group.
On this week’s episode of Quantum Growth for Financial Advisors, we welcome one of our most successful coaching clients - Jared Cohen, CEO and founder of Onyx Bridge Wealth Group. Jared shares his journey from a large broker dealer to launching an RIA and the remarkable growth his team has undergone. He discussed the organic
The post Quantum Growth: Navigating Expansion, Change and Success in Wealth Management with Jared Cohen appeared first on Kuttin Consulting Group.
Ready for a real hands-on and problem solving session with Jon Kuttin on situational leadership? Join us for this week’s podcast with Jon and a hands on training with the KWM team as Jon goes deep into understanding how to effectively leverage the situational leadership model to lead down, across and up across your organization.
The post Situational Leadership Masterclass with Jon Kuttin appeared first on Kuttin Consulting Group.
This week, we have a special episode featuring Jon Kuttin and Matt Halloran on the Top Advisor Marketing Podcast by ProudMouth! Advisors, what are some proven tactics and strategies that advisors can employ to accelerate growth and achieve their goals? In this episode, Matt Halloran is joined by Jon Kuttin – CEO of Kuttin Consulting Group,
The post Featured Podcast: Top Advisor Marketing Podcast – Insider Secrets for Accelerating Growth With Jon Kuttin and Matt Halloran appeared first on Kuttin Consulting Group.
On this week's episode of Quantum Growth for Financial Advisors, we welcome Mike Futterman! Mike and Jon discuss the importance of advisors narrowing down their client base to a manageable number and providing exceptional service beyond just financial aspects in today's competitive marketplace. The conversation revolved around the impact of chemicals like oxytocin, dopamine, and
The post Taking WOW to the Next Level: Beyond Thoughtful Gestures with Michael Futterman appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, Ray discusses how to achieve full engagement from a team. Ray emphasizes the importance of understanding employee motivations and delves into some key insights and findings on how to influence that process
The post The Seven Motivations of Leaders and Driving Employee Engagement Featuring Ray Kelly appeared first on Kuttin Consulting Group.
On this week's episode of Quantum Growth for Financial Advisors, Jena and Jon delve into the concept of EOS, with Jon sharing his firm's experience using it and its commonality among successful entrepreneurial businesses. They discuss the roles of a visionary and an integrator within a business and how EOS helps in defining and achieving
The post A Discussion on the Entrepreneurial Operating System (EOS) appeared first on Kuttin Consulting Group.
As we start off 2024, are you looking at changes to make within your team to drive better results this year? On this week’s episode of the Quantum Growth for Financial Advisors podcast, we talk to Julie Genjac and John Diehl of Hartford Funds to review some key concepts of leading financial services teams by
The post Leading Financial Services Teams – Small Changes That Lead to Big Results with Julie Genjac and John Diehl of Hartford Funds appeared first on Kuttin Consulting Group.
As we head into the last few weeks of 2023 and get ready for the holiday season, we wanted to end this year of growth and personal development on a positive note and recap some of the best moments from our guests on the Quantum Growth for Financial Advisors podcast this year! Listen in for
The post Best Quantum Growth Moments of 2023 appeared first on Kuttin Consulting Group.
Are you automating your bookkeeping and leveraging technology for business growth? On this week’s episode of the Quantum Growth for Financial Advisors podcast, we talk to Sean Rogers, the founder and CEO of Digital Financial Officers. Sean shares his experience in providing personal CFO work to high-net-worth individuals and their families which led him to
The post Leveraging Financial Data to Drive Business Results with Sean Rogers appeared first on Kuttin Consulting Group.
We are back with a special episode this week before Thanksgiving featuring Ray Kelly on the Million Dollar Producer show, hosted by Paul G. McManus. In this episode, Paul welcomes leadership expert Ray Kelly to his podcast. As a leadership coach and a pivotal figure in the financial advisory world, Ray has dedicated his career
The post Featured Podcast: Ray Kelly on The Million Dollar Producer Show – Transformative Leadership to Build a Billion-Dollar Wealth Management Firm appeared first on Kuttin Consulting Group.
We are back again this week with Part 2 of one our most anticipated episodes of the Quantum Growth for Financial Advisors Podcast! This week, we welcome back Dan Sullivan of Strategic Coach to our show to continue the discussion about his new book: 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by
The post 10x Growth: Unleashing the Power of Exponential Success Part 2 with Dan Sullivan appeared first on Kuttin Consulting Group.
We are back this week with one of our most anticipated episodes of the Quantum Growth for Financial Advisors Podcast! This week, we welcome Dan Sullivan of Strategic Coach to our show to talk about his new book: 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less. Jon has been a
The post 10x Growth: Unleashing the Power of Exponential Success Part 1 with Dan Sullivan appeared first on Kuttin Consulting Group.
We are back with our another episode of Quantum Growth for Financial Advisors with Jon Kuttin to learn how you can leverage one of the most powerful and networking tools in the financial services industry - LinkedIn! Join Jon Kuttin and Paul G. McManus of More Clients More Fun and author of The Short Book
The post Leveraging LinkedIn Marketing to Increase Your Influence and Drive Results with Paul G. McManus appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial advisors with Jon Randall & Jon Kuttin. This week, we continue our Multi-Part Educational Classroom Series for Financial Advisors Looking for Quantum Growth within their Practices! In our first episode we reviewed the beginning of the journey as an advisor to get to 1M
The post From Solo Advisor to Elite Organization – Episode 401 – 5M to 10M GDC – Part 1 appeared first on Kuttin Consulting Group.
We are back with our next FASS founder spotlight on the Quantum Growth for Financial Advisors podcast. Today, we introduce Frank LaRosa, CEO and President of Elite Consulting Partners. The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want to learn and grow alongside some of the
The post Introducing Our FASS Founding Member – Frank LaRosa appeared first on Kuttin Consulting Group.
We are back with our next FASS founder spotlight on the Quantum Growth for Financial Advisors podcast. Today, we introduce Tina Beck, CMO of Elite Consulting Partners and President of Elite Marketing Concepts The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want to learn and grow
The post Introducing Our FASS Founding Member – Tina Beck appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial Advisors to introduce our next FASS founding member - Ray Kelly! The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want to learn and grow alongside some of the best thought leaders in the industry. Tune
The post Introducing Our FASS Founding Member – Ray Kelly appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial Advisors to introduce our next FASS founding member - Anton Anderson! The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want to learn and grow alongside some of the best thought leaders in the industry. Tune
The post Introducing Our FASS Founding Member – Anton Anderson appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial Advisors to introduce our first FASS founding member - Jon Randall! The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want to learn and grow alongside some of the best thought leaders in the industry. Tune
The post Introducing Our FASS Founding Member – Jon Randall appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial Advisors to reveal a HUGE announcement for the wealth management industry! Today, Jon Kuttin announces the Financial Advisor Success Syndicate, a free group for qualified financial advisors and wealth managers who want to learn and grow alongside some of the best thought leaders in
The post Introducing the Financial Advisor Success Syndicate with Jon Kuttin appeared first on Kuttin Consulting Group.
In this episode of the Human-centric Investing Podcast, hosts John and Julie are joined by Jon Kuttin, a highly successful financial advisor and leader in the industry. They discuss the importance of transitioning from being a financial professional to becoming a leader in order to drive practice development and achieve significant growth. Jon highlights that
The post Featured Podcast: Human-Centric Investing Podcast – How to Create a Leadership Culture That Drives Results with Jon Kuttin appeared first on Kuttin Consulting Group.
SPECIAL EPISODE: Jon Kuttin was featured on the Women Choosing Growth podcast with Tina Sue a few weeks ago and we wanted to repost it to our network for our Quantum Growth for Financial Advisors to listen in! On this episode, Jon talks about his journey from being a financial advisor to becoming a business
The post SPECIAL EPISODE: Jon Kuttin Featured on the Women Choosing Growth Podcast with Tina Sue appeared first on Kuttin Consulting Group.
We are back this week with another episode of Quantum Growth for Financial Advisors to talk about technology, scale and efficiency as it related to client communication in the wealth management industry. Filling in for Jon this week is Joseph Greco, who talks to Ryan George, CMO of Docupace about what he believes is a
The post The Golden Opportunity Right Now in the Advice and Wealth Management Industry with Ryan George appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial Advisors to pick Jon Kuttin’s brain on his favorite leadership quotes and sayings. Today, Jon Kuttin and Joseph Greco go deep into two of Jon’s favorite leadership concepts --- “Simple, Complex, Simple” or the concept of profound simplicity and the choice to either go
The post Breaking Down Jon’s Favorite Leadership Quotes in Detail Part 2 with Jon Kuttin appeared first on Kuttin Consulting Group.
We are back with our newest episode of Quantum Growth for Financial Advisors for a special treat for our audience this week. This episode, we speak with Mary Schmid, author of Make or Break Conversations: How Smart Financial Professionals Land New Clients and Keep Them for Life to learn the neuroscience and communication techniques to
The post Why You Need to Have Deep and Meaningful Conversations With Your Clients with Mary Schmid appeared first on Kuttin Consulting Group.
We are back with our another episode of Quantum Growth for Financial Advisors with Jon Kuttin to learn how you can become an author in the financial services space. Join Jon Kuttin and Paul G. McManus of More Clients More Fun and author of The Short Book Formula: A Financial Professional’s Guide to Writing a
The post Writing a Book to Attract Clients to Your Wealth Management Firm with Paul G. McManus appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial Advisors to pick Jon Kuttin's brain on his favorite leadership quotes and sayings. Today, Jon Kuttin and Joseph Greco go deep into a few of Jon's favorite concepts and sayings and explain how to apply them step by step to your business: Vison Plan
The post Breaking Down Jon’s Favorite Leadership Quotes in Detail with Jon Kuttin appeared first on Kuttin Consulting Group.
We are back with our newest episode of Quantum Growth for Financial Advisors to learn how to differentiate yourself from the crowd of other financial professionals and wealth managers by taking a unique approach to your prospecting process. Join Jon Kuttin and Derrick Kinney of Good Money Framework and author of the Wall Street Journal
The post Realizing Your Greater Purpose to Differentiate Your Prospecting Approach with Derrick Kinney appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial advisors with Jon Randall & Jon Kuttin. This week, we continue our new Multi-Part Educational Classroom Series for Financial Advisors Looking for Quantum Growth within their Practices! In our first episode we reviewed the beginning of the journey as an advisor to get to
The post From Solo Advisor to Elite Organization – Episode 301 – 2.5M to 5M GDC appeared first on Kuttin Consulting Group.
Join us today for a special episode of Quantum Growth for Financial Advisors where we delve into how we teach advisors that we coach at Kuttin Consulting Group about our own internal processes and systems to build relationships with CPAs and accountants. Today, we review the 1st and 2nd meeting process and framework that we
The post Building Relationships with CPAs and Accountants – The Initial Steps with Joseph Greco appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial Advisors to break down the EOS System (Entrepreneurial Operating System) with Jon Kuttin and how this tool can help you gain clarity with your vision and organize your business. Today we are focusing on the VTO tool (the vision traction organizer) and how this
The post Breaking Down The Vision Traction Organizer And Making It Applicable To Your Business appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial advisors with Jon Randall & Jon Kuttin. This week, we continue on our new Multi-Part Educational Classroom Series for Financial Advisors Looking for Quantum Growth within their Practices! Join Jon Randall and Jon Kuttin for our 201 Episode focused on Advisors looking to reach
The post From Solo Advisor to Elite Organization – Episode 201 – 1M to 2.5M GDC appeared first on Kuttin Consulting Group.
We are back with our next episode of Quantum Growth for Financial Advisors! This week, we review the M&A space with David Grau Jr. at Succession Resource Group to recap what the wealth management industry saw in 2022. David talks about the noteworthy trends in M&A for financial advisors that occurred last year and compares
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We are back with Jon Randall & Jon Kuttin with our new Multi-Part Educational Classroom Series for Financial Advisors Looking for Quantum Growth within their Practices! Join Jon Randall and Jon Kuttin for our introductory episode - Episode 101 - Focused on Advisors Looking to Get to 1M of GDC (production) within their businesses. Jon
The post From Solo Advisor to Elite Organization – Episode 101 – Up to 1M GDC appeared first on Kuttin Consulting Group.
Advisors, as we kick off 2023 and look forward to a strong year ahead – we wanted to start this year off with a focus on leadership. This week, Jon reviews 5 thoughtful leadership questions that were asked of him on one of his last Mastermind Group Coaching Session with Jon Randall of eXtraordinary Financial
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We are back with our last episode of 2022! Listen in for Part 2 of the best moments from the Quantum Growth for Financial Advisors Podcast! We hope you had a great year and we can’t wait to see you in 2023! Featuring Clips From: Jon Randall eXtraordinary Coaching Mitchell York Certified EOS Implementer Lisa
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As we head into the last few weeks of 2022 and get ready for the holiday season, we wanted to end this busy year on the theme of reflection and recap some of the best moments from our guests on the Quantum Growth for Financial Advisors podcast! Listen in for nuggets of wisdom from our
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We are back with another episode of Quantum Growth for Financial Advisors! Tune in today for Part 3 of our in-depth discussion with Jon Randall to continue down the path on our current theme of “Creating Advisor Capacity” within your business. In Part 2 of the series, we reviewed these concepts: When to Bring on
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As advisors and business owners, we tend to always have a focus on the next big growth goal, acquisition, or expansion within our business. But is more always better? On this episode of Quantum Growth for Financial Advisors, Jon Kuttin reviews talking points and reflections about whether it may be time to focus on what
The post More Of Everything? Or Is It Time To Go Deeper For Growth? appeared first on Kuttin Consulting Group.
The advice industry is changing rapidly. The pandemic has greatly accelerated the pivot to a complete digital client experience and has also caused a "shake-up" within the M&A world as business owners look to sell and merge their existing practices for a greater benefit. This week, we are back with a special episode featuring Tony
The post AdvisorHub’s Future Outlook of the Wealth Management Industry appeared first on Kuttin Consulting Group.
We are back with Part 2 of our discussion with Jon Randall around Creating Advisor Capacity. If you are looking to free up your time within your advisory practice and focus on the future with your client service model and the expansion of your team, this episode is a must listen for your business. In
The post Creating Advisor Capacity Part 2 – Leveraging Associate Advisors appeared first on Kuttin Consulting Group.
Are you looking to free up your time within your advisory practice? Do you think you have TOO MANY clients? Are you thinking about hiring a junior advisor or staff member within the next year to create capacity within your organization? If so, this podcast is for you. Join Jon Kuttin and returning guest Jon
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Over the last 10 years, we have learned that many successful advisors, entrepreneurs and businesses employ and execute on the EOS model or the “Entrepreneurial Operating System” framework. The EOS model is designed to resolve persistent challenges, improve goal setting techniques, and bring operational efficiencies within growing organizations. This collection of concepts and practical tools
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To engage higher net-worth clientele, most advisors and service-based professionals require a paradigm shift to alter their thinking and service approach. In this episode, Jon Kuttin speaks with returning guest Anton Anderson, managing partner at Elite Resource Team. Anton discusses Elite’s new Catalyst Program and how the best advisors and teams are adapting a “less
The post Elevating Your Collaborative Approach: Less Clients, More Value appeared first on Kuttin Consulting Group.
Advisors and business owners, do you have scheduled time in your calendar for reflecting on your business or practice? Do you have your next vacation scheduled? Join Jon Kuttin for this special episode of Quantum Growth for Financial Advisors as he reflects on his recent vacation and time out of the office and learn how
The post Reflection: A Necessary Piece of the Business Planning Process appeared first on Kuttin Consulting Group.
As the market volatility and uncertainty in 2022 continues, many advisors are leaning on a true comprehensive financial planning approach to help clients plan for their long-term goals. Advisors, are you currently offering true comprehensive financial advice to your clients? If not, it may be the right time to look at this business vertical very
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As the COVID-19 pandemic seems to be coming to an end, advisors and clients alike are getting back out into the world and engaging with each other in a face-to-face setting again. Like Jonathan Kuttin, many financial advisors that started their careers in the 1990’s utilized educational and dinner seminars to build out their client
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It's 2022 and seemingly the 10 year bull market in US equities has come to an abrupt end. If you are an advisor in transition or a newer advisor to the industry, this type of environment may not be familiar or comfortable for you to make a business move or service your valued clients. Listen
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Mastermind Groups are a great avenue where like minded entrepreneurs, visionaries, and leaders can share best practices and collaborate to better improve themselves and their businesses. In this episode, our special guest host Jon Randall discusses with Jon Kuttin their joint experience leading the D2 / KCG Mastermind Group with high producing advisors and
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As the advice industry evolves, Financial Advisors, Attorneys and other Professionals are continuously making more of a concerted effort to seek out other Centers of Influence and Referral Sources to grow their practices. In this episode, Jon Kuttin speaks with Lisa Roser, Head of Marketing & Sales at Lawyers with Purpose. Listen in as they
The post How Advisors Can Connect and Collaborate with Attorneys appeared first on Kuttin Consulting Group.
The EOS Conferences™ are a great platform where entrepreneurs, visionaries, and leaders can share their best practices and advice. In this episode, Jon Kuttin speaks with Ray Kelly, Senior Vice President & Consultant at Think2Perform, who recently returned from the EOS Conference™. Ray shares the key takeaways that strongly resonated with him while shedding light
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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
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Advisors, are you ready to take control of your company’s helm? This means focusing less on client work and more on business development as a leader! In this episode, Jon Kuttin helps you leap from being just an advisor to leading your company as an entrepreneur. Jon draws from his experience in using the Entrepreneurial
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Do you want your team to follow you because “you say so”? Or because they believe in your vision? If you picked the latter, your business might need a cultural transformation. In this episode, Jon Kuttin gets on the other side of the mic and is interviewed by Ryan Goulart, vice president of business development
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Whether you’re moving from one firm to another, going independent, or preparing for an exit, having a process in place can make your transition easier. In this episode, Jon Kuttin joins Frank LaRosa, founder, and CEO of Elite Consulting Partners and host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa.” Together,
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Are you a CEO that has plans of growing your business, but your best-laid plans often go astray? Are you spending more time working in the business than working on the business? If you answered yes to one or both of the questions above, you might want to consider making a change, and Jon Randall,
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Are you an advisor looking to grow your practice inorganically? Or an advisor looking to create an exit strategy? Either way, you might be interested in learning about the current landscape for mergers and acquisitions (M&A). In this episode, Jon Kuttin speaks with David Grau Jr., founder, and CEO of Succession Resource Group. David talks
The post 2021 M&A Recap in the Financial Services Space & Looking Ahead to 2022 With David Grau Jr. appeared first on Kuttin Consulting Group.
When you WOW your clients with an unforgettable experience, they tell their friends and family about it. In other words, improving your client experience is a great way to boost referrals! In this episode, Jon Kuttin speaks with returning guest Jon Randall, CMC™, chief coaching officer at Dynamic Directions. Together, they outline the different client
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To offer a more holistic and proactive client experience, establishing strong advisor-CPA relationships is crucial. In this episode, Jon Kuttin speaks with returning guest Anton Anderson, managing partner at Elite Resource Team. They explore strategies to win over CPA partnerships and get more referrals in a period of 90 days, along with marketing tips to
The post The Virtual Family Office: How To Nurture Advisor-CPA Relationships With Anton Anderson appeared first on Kuttin Consulting Group.
Are you a leader? What should a leader look like in your workplace? Having effective leadership within a workplace and providing valuable tools and tactics for individuals to grow their own leadership skills is beneficial for every avenue of a business. In this episode, Jon Kuttin talks to Ray Kelly, Senior Vice President & Consultant
The post Identify Your Weaknesses and Opportunities to Improve Your Level of Leadership with Ray Kelly appeared first on Kuttin Consulting Group.
Improving your client engagement makes you far more referable. Plus, it opens the doors for valuable feedback that helps your advisory practice grow! In this episode, Jon Kuttin speaks with Julie Littlechild, the founder and CEO at Absolute Engagement and the co-host of the Becoming Referable podcast. Julie shares proven strategies (backed by comprehensive market
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Do you want to elevate your client experience but don’t know where to start? It’s time to create a client advisory board — where your best clients will tell you exactly what they need! In this episode, Jon Kuttin speaks with Stephen Wershing, president of The Client Driven Practice. Stephen shares his comprehensive 7-step process
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Oftentimes, advisors have multiple great ideas to scale their practice. But the real challenge lies in understanding how to prioritize ideas and implement them effectively. Does this sound relatable? In this episode, Jon Kuttin speaks with Jon Randall, CMC™, chief coaching officer at Dynamic Directions. They discuss strategies to help you bring your business plans
The post Overcome the Execution Gap: How To Bring Ideas to Fruition With Jon Randall, CMC™ appeared first on Kuttin Consulting Group.
Summary: Most advisors plan for the next quarter. Few advisors plan for the full next year. But very few advisors plan for the next 10 years! In this episode, Jon Kuttin explains why a 10-year business plan is crucial for advisors and how to create it. He also takes a deep dive into business planning
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Summary: Moving from a small practice to a big enterprise can require many fundamental business changes. How do you identify those changes? And more importantly, how do you prioritize them? Find the answers to these questions in today’s episode as Jon Kuttin interviews Jennifer Goldman, CFP®, founder of Jennifer Goldman Consulting. Jennifer shares some powerful
The post Growing Your Business Through Change Management appeared first on Kuttin Consulting Group.
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.
Summary: Client experience has strengthened advisor development. And this has certainly helped us grow our business – and that’s exactly what we want to help you with this week. In this episode, Jonathan Kuttin sits down with Jake Dunlap, and together they provide the advice you need to thrive your business as a financial advisor.
The post Organic Growth & Client Experience: Expanding Your Business From Within appeared first on Kuttin Consulting Group.
Summary: If you’re looking for a 3-in-1 solution for attracting ideal prospects, improving client retention, and becoming more referable, we have the answer for you. Start your own podcast! In this episode, Jon Kuttin speaks with Matt Halloran, co-founder and chief relationship officer at ProudMouth, about how podcasting helps advisors connect with clients and prospects
The post How To Accelerate Your Influence Through Podcasting appeared first on Kuttin Consulting Group.
Summary: Everyone should know that leadership is the "secret sauce" to growth and scale. You can’t do everything yourself. However, it’s all too common to see advisors get stuck “in the weeds” with all of the information out in the marketplace today. In this episode, Jon Kuttin speaks with Dr. Ray Kelly of think2perform. Together,
The post Exploring Leadership Intelligence appeared first on Kuttin Consulting Group.
Summary: The pandemic has accelerated the need for financial advice, leading to tremendous growth for advisory practices all over the country. However, to meet this increasing demand, you need to scale your practice –– faster and more efficiently. In this episode, Jon Kuttin speaks with the chief coaching officer at Dynamic Directions, Jon Randall, CMC™.
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Summary: To scale your practice beyond a certain level, you’ll need to add more advisors to your team. But how do you ensure a smooth transfer of responsibilities without hindering the client experience? In this episode, Jon describes how he helps advisors grow from a one-person practice to a team of multiple competent advisors. He
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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
The post The Differentiators of Elite Financial Services Teams appeared first on Kuttin Consulting Group.
Summary: Are you an advisor looking to grow your business and build long-lasting partnerships? If so, this episode with tax accountant Ken Coburn of Coburn's Tax Services’ is for you! This week, Ken joins Jonathan Kuttin to reveal how working with vetted financial professionals has contributed to the growth of his business, successfully managing over
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Do you know how to attract prospects without seeming salesy or like you’re begging for referrals? In this episode, Jonathan Kuttin talks to Robyn Crane CFP®, a business growth expert for female financial advisors. Robyn challenges you to rethink traditional ways of asking for referrals, which are often awkward for everyone involved, and, even worse,
The post The Importance of Women in Finance appeared first on Kuttin Consulting Group.
In this episode Paul Latham shares his thoughts on the traditional financial planning model as it relates to CPA relationships and how advisors can leverage technology and collaboration to help CPAs dispel their limiting beliefs behind working with other professionals. Paul also shares his insights on where the CPA Industry is headed from HaydenRock's viewpoint
The post How to Influence CPAs to Change Their Thought Process and Dispel Limiting Beliefs appeared first on Kuttin Consulting Group.
In this episode Brian Bosley shares his thoughts and perspective on how the advice industry is changing and how to best take control as a financial advisor. Brian touches on his "Bamboo Progress" system for financial advisors and explains how to best empower yourself to accelerate growth and encourage positive change within your practice. Key
The post Accepting and Navigating Change as a Financial Advisor appeared first on Kuttin Consulting Group.
In this episode Anton Anderson shares his best practices for providing value to CPA firms using Elite Resource Team’s in-house virtual family office. Anton also discusses his philosophy on why most financial advisors are typically not successful in forming relationships with CPAs and how they can take steps to change their process by focusing on
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In this episode Jonathan Kuttin shares his best practices for developing junior advisors. Specifically he shares the importance of creating a clear career path for advisors starting at the intern level all the way through to equity partner. Jon also discusses key skills and traits advisors need to develop at different levels of their career.
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In this episode Louis Diamond, President of Diamond Consultants shares key considerations for advisors looking at their affiliation options. Louis begins by sharing how the industry has evolved over the years and how that has impacted an advisor's earning capacity and client service. Next he discusses the independence continuum and the tradeoff between independence and
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In this episode, Doug Lennick of Think 2 Perform describes how the industry has evolved and the importance of using the Alignment Model with your firm and clients. Specifically Doug shares how the alignment model looks at morals, principles and values, and goals to ensure that our actions as advisors are in alignment with universal
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In this episode, Chris Shuba of Helios Quantitative Research, shares how leveraging an insourced CIO can improve the client asset management experience and increase profit margins for the firm. Chris shares how they leverage statistical analysis and technology to design and manage asset portfolios and how those portfolios out perform other approaches. Chris shares how
The post Driving Profit And Client Value Through An Insourced CIO appeared first on Kuttin Consulting Group.
Jonathan Manela of Edge Strategy Group shares key factors to create a business that is capable of growth and that can grow at an exponential rate. Specifically he discusses the importance of bringing in the right people, putting technology and infrastructure in place, and defined processes to create a scalable practice. He then shares many
The post How To Scale, Expand, And Grow Your Practice appeared first on Kuttin Consulting Group.
In this episode, Anthony Whitbeck, CEO of Advisor Legacy describes the drivers that determine practice value and what advisors can do to ensure continuity in their practice. Specifically, Whitbeck describes the three factors that drive practice value up and the three factors that drive practice value down and what advisors can do to ensure that
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On this episode of the podcast, Ray Kelly of Think2Perform discusses why advisors want to intentionally build a culture in their practice. Ray highlights the pitfalls of not consciously building a culture and how an unconscious culture can undermine all other growth strategies. Ray also shares questions advisors can ask themselves to help them start
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In this episode, Barron's Hall of Fame Advisor, Jonathan Kuttin, shares the model he uses to build CPA partnerships. Jon walks through the key strategies he uses to leverage his existing client base to make connections with CPAs and to differentiate himself from other advisors targeting CPAs. Jon shares some of the lessons learned and
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Jon Randall with Dynamic Directions, joins us to dive deeper into the concept of Niche Marketing for financial advisors. Specifically Jon shares with us why focusing on a key niche (or two) helps advisors grow quickly, how to identify a target group for prospecting, and strategies to effectively market to the group. Jon provides examples
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Scott Wetzel, CEO of Skyview Partners, shares mistakes advisors make in finding and acquiring practices and financing options available. Scott shares what selling advisors are concerned about and how buyers can use that information to attract "sell and stay" opportunities. Scott and Jon also share big mistakes advisors make as buyers and why they aren't
The post Financing Financial Advisor Acquisitions And Finding Deals appeared first on Kuttin Consulting Group.
David Grau Jr, founder and CEO of Succession Resource Group, shares insights and trends impacting financial advisor mergers and acquisitions. David summarizes how M&A has evolved over the past decade and what advisors can expect in 2021. He also shared how lending options have made M&A easier and how access to capital is driving up
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Barron's Hall of Fame Advisor, Jonathan Kuttin, shares how focusing on client experience has helped his firm create organic growth. He specifically shares the importance of having a repeatable, measurable process for delivering a consistent, quality client experience as well as some tactical advice for what to include in your client experience process. Kuttin also
The post Growing Your Financial Advisory Practice Through Client Experience appeared first on Kuttin Consulting Group.
Dr. Maribeth Kuzmeski is the President of Red Zone Marketing. Maribeth and her firm personally consult with some of the nation’s top financial professionals managing from $300 million to over $1 billion in client assets. In this episode, Maribeth shares some strategies financial advisors can use to justify their fees to clients. She also shares the
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Jeff Nash of Bridgemark Strategies shares critical insights in what advisors are looking for in a firm, how advisors can find the right fit for them and their clients, and trends and pitfalls in advisor successions. Key Links Connect with Bridgemark Strategies: https://www.bridgemarkstrategies.com Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as a
The post Trends in Advisor Successions and Recruiting appeared first on Kuttin Consulting Group.
Jeff Magson, COO Of Kuttin Consulting Group and former VP with Avantax, shares his strategies for how financial advisors should approach CPAs and building partnerships. Key Links Connect with Jeff on LinkedIn: https://www.linkedin.com/in/jeffmagson/ Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Learn more about CPA Alliance Coaching: https://www.kuttinconsultinggroup.com/cpa-alliances/ Submit yourself as a guest for the podcast:
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Crystal Thies of LinkedIn Ninja shares her tips for financial advisors to leverage LinkedIn and effectively prospect for clients on LinkedIn by targeting the "money level" connection. Key Links Download the free guide: The LinkedIn Ninja's Guide to Compliance and LinkedIn: How to Use LinkedIn Effectively, Compliantly, and Gain a Competitive Advantage https://www.linkedincompliance.com/ Connect with
The post Prospecting For Clients on LinkedIn appeared first on Kuttin Consulting Group.
CPA, Ken Cerini, shares insights on what CPAs are facing and how financial advisors can make meaningful connections with them in order to drive referrals and relationships. In addition to serving as a CPA, Ken also helps coach and train advisors on building CPA relationships through Kuttin Consulting Group. Key Links Learn more about Ken
The post How To Connect With CPAs appeared first on Kuttin Consulting Group.
Jon Randall, Coach and Consultant with Dynamic Directions, shares key avenues for financial advisors to create rapid growth. Key Links Learn more about Executive Coaching from Dynamic Directions and Kuttin Consulting: https://www.kuttinconsultinggroup.com/executive-coaching/ Download the Executive and Practice Assessment: https://kuttinconsulting.ac-page.com/free-executive-and-practice-assessment Email Jon Randall at: jon@dynamicdirections-d2.com Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Learn more about CPA Alliance
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Financial Advisor and Founder of Onyx Bridge Wealth Group, Jared Cohen, shares his reasons for launching an RIA and his experience launching during the pandemic. Key Links Learn more about Onyx Bridge Wealth Group: https://onyxbridge.com Email Jared Cohen directly at: jcohen@onyxbridge.com Find Jared on LinkedIn: https://www.linkedin.com/in/jared-cohen-cap®-crpc®-9ab0ab2/ Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself
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Dustin Mangone, Managing Director of PPC LOAN, shares tips and strategies for financial advisors to looking to finance acquisitions and partner buy-ins. We also discuss what to look for in a lender and things to consider when looking for acquisitions opportunities. Key Links Learn more about PPC LOAN's programs for Financial Advisors: https://investment-advisors.ppcloan.com/ Email Dustin
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In this episode, Jonathan Kuttin discusses the two types of NextGen advisors and how to cultivate a pipeline of talent in your firm. Key Links Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/ Connect with Jon on LinkedIn: https://www.linkedin.com/in/jonkuttin/ Connect with Shennandoah on LinkedIn: https://www.linkedin.com/in/shennandoahconnor/
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Author and Leadership expert, Clint Swindall, shares the power of engaged leadership and engaged workers in driving growth and overcoming challenges, like the current pandemic. Key Links Learn more about Clint Swindall and Verbalocity: https://www.verbalocity.com Listen to the Tell Me Something Good Podcast at https://www.clintswindall.com Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as
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Marketing and Organizational Development expert Shennandoah Connor shares tips on how advisors can stay top of mind with clients and achieve quantum growth in their practice. Key Links Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/ Connect with Jon on LinkedIn: https://www.linkedin.com/in/jonkuttin/ Connect with Shennandoah on LinkedIn:
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Bill Cates, a.k.a. "The Referral Coach," discusses how to not only get more referrals, but get more of the right referrals. Key takeaways include defining your target client, crafting a compelling message, and how to properly ask for referrals. Key Links and Resources Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as a guest
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Leadership coach and trainer to financial advisors, Ray Kelly, shares his model for creating a leadership driven culture that fuels growth. He shares what he sees advisors do right, where they struggle, and what they can do to better develop their team. Key Links and Resources Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself
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Jonathan Kuttin, Barron's Hall of Fame Advisor shares how he got started, lessons learned, and what it took to grow his practice. Key Links Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/ Connect with Jon on LinkedIn: https://www.linkedin.com/in/jonkuttin/ Connect with Shennandoah on LinkedIn: https://www.linkedin.com/in/shennandoahconnor/
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Barron's Hall of Fame Advisor Jonathan Kuttin shares his motivation for launching the Quantum Growth for Financial Advisors Podcast. Each episode will provide interviews and insights designed to help financial advisors create quantum growth in their own practice. Upcoming guests include Bill Cates, a.k.a "The Referral Coach" and leadership expert Ray Kelly, along with other
The post Introduction to the Quantum Growth for Financial Advisors Podcast appeared first on Kuttin Consulting Group.