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

February 15, 2024 47 mins

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 Thought...

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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 appeare...

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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 Co...

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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 Hartfo...

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December 20, 2023 41 mins

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.

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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 Roger...

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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 Bu...

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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 Co...

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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 ...

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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 Kutti...

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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 fi...

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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 Consul...

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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 Consult...

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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.

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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 ...

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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...

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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 f...

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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 Creat...

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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 Cons...

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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 fi...

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