Quantum Growth for Financial Advisors

Quantum Growth for Financial Advisors

Providing insights and interviews from industry leaders to help financial advisors create quantum growth.

Episodes

October 6, 2021 46 min

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 G...

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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 o...

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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 a...

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August 18, 2021 48 min

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.

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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™.

The post Scaling Your Advisory Practice The Right Way appeared first on Kuttin...

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July 21, 2021 22 min

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

The post Developing a Junior Advisor appeared first on Kuttin Consulting Group.

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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 Ku...

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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

The post The Value of Working with a Vetted Financial Professional appeared fi...

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June 9, 2021 48 min

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 Gro...

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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...

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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...

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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

The post Leveraging Virtual Resources to Better Collaborate with CPAs appeared first on...

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April 14, 2021 48 min

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.

The post Cultivating Junior Advisors appeared first on Kuttin Consulting Group.

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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

The post Exploring Your Affiliation Options as a Financial ...

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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

The post Using The Alignment Model With Your Firm And Clients appeared first on Kuttin Consulting Gro...

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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 CI...

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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 Gro...

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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

The post Drivers of Practice Value and Ensuring Continuity appeared first on Kuttin Cons...

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March 3, 2021 47 min

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

The post Building A Culture On Purpose appeared first on Kuttin Consulting Group.

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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

The post CPA Relationship Model – Building A Lasting Business Partnership appeared first on Ku...

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