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

December 1, 2022 50 min

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

The post Creating Advisor Capacity Part 3 – Taking the Leap to Form an Ensemble Practice appeared first on Kuttin Consult...

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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.

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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 ...

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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.

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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

The post Creating Advisor Capacity and Expanding Your Client Facing Advisory Team appeared first on Kuttin Consulting Group...

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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

The post Introduction to the EOS Frame...

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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, Mo...

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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 Gro...

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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

The post Using Financial Planning to Drive Client Engagement appeared first on Kuttin ...

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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

The post Leveraging Educational Seminars for Turn-Key Client Acquisition appeared first on Kuttin Con...

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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

The post Transitioning as an Advisor During Down and Volatile Markets appeared first on Kuttin Consulting Group.

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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 Quantum Growth Mastermind Program with high producing advisors and how

The post Exploring Mastermind Groups & The Quantum Growth ...

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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 Kutt...

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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

The post Key Takeaways From the EOS Conference™ with Ray Kelly ap...

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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

The post How to Account for Growth: Transitioning from Advisor to CEO appeared first on Kuttin Consulting Group.

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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

The post Using the EOS System to Turn Advisors into Entrepreneurs appeared first on Kuttin Consulting Group.

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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

The post A Cultural Transformation: How To Drive Your Vision and Nurture Future Leaders appeared first on Kuttin Consultin...

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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,

The post Navigating Your Transition as a Financial Advisor with Frank LaRosa appeared first...

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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,

The post How to Become a True CEO of Your Business with Jon Randall, CMC™ appeared first on Kuttin Consulting Group.

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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 Wi...

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