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Quantum Growth for Financial AdvisorsMergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph GrecoIn 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.2025-05-0240 minQuantum Growth for Financial AdvisorsThe Million Dollar Blueprint: Strategies of Top Performing Advisors with Jon RandallThis 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.2025-04-1828 minQuantum Growth for Financial AdvisorsMastering High Value Client Acquisition and Referral Techniques with Jon RandallThis 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.2025-04-0432 minQuantum Growth for Financial AdvisorsThe Power of Decisive Action Part 3 – More, Better or Different: Crafting Your Next Best Action with Jon KuttinPart 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.2025-03-0523 minQuantum Growth for Financial AdvisorsThe Power of Decisive Action Part 2 – From Intangible to Tangible: Building Unstoppable Momentum with Jon KuttinReady 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.2025-02-2023 minQuantum Growth for Financial AdvisorsThe Power of Decisive Action Part 1 – Deciding vs. Doing with Jon KuttinReady 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.2025-02-0513 minQuantum Growth for Financial AdvisorsFinancial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon HayOn 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.2025-01-2432 minQuantum Growth for Financial AdvisorsIdentifying the Constraints in your Practice Part 3 with Jon Randall, CMC™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.2025-01-1132 minQuantum Growth for Financial AdvisorsIdentifying the Constraints in your Practice Part 2 with Jon Randall, CMC™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.2024-11-0430 minQuantum Growth for Financial AdvisorsThe Proven Systems that Scale Your Business with Jon KuttinJoin 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.2024-09-101h 05Quantum Growth for Financial AdvisorsFeatured Podcast: Ultimate Advisor Podcast – Scaling a Multi Billion Dollar Advisory Practice Through Mastering Leadership with Jon KuttinThis 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.2024-07-1537 minQuantum Growth for Financial AdvisorsSituational Leadership Masterclass with Jon KuttinReady 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.2024-03-2026 minQuantum Growth for Financial AdvisorsFeatured Podcast: Top Advisor Marketing Podcast – Insider Secrets for Accelerating Growth With Jon Kuttin and Matt HalloranThis 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.2024-03-0635 min
Planning for the Certainty of Uncertainty Podcast with Jonathan KuttinCommon Financial Myths and Misconceptions — Part 2 with Jon Kuttin and Aaron Schenkman, RFC® (Ep. 25)In a world filled with conflicting advice and sensationalized headlines, it’s crucial to address any misconceptions that might hold you back on your financial journey!
In part two of our mini-series, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, and Aaron Schenkman, RFC®, are back to help you separate financial myths from reality.
Jon and Aaron discuss:
Why both spouses should be involved in the financial planning process
Every reason to NOT use your investments as your emergency fund
What it means to take on healthy debt
Understanding stock market risk so you d...2023-10-1927 minQuantum Growth for Financial AdvisorsLeveraging LinkedIn Marketing to Increase Your Influence and Drive Results with Paul G. McManusWe 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.2023-10-1153 minQuantum Growth for Financial AdvisorsFrom Solo Advisor to Elite Organization – Episode 401 – 5M to 10M GDC – Part 1We 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.2023-09-2744 minQuantum Growth for Financial AdvisorsIntroducing Our FASS Founding Member – Ray KellyWe 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.2023-08-3020 minQuantum Growth for Financial AdvisorsIntroducing Our FASS Founding Member – Anton AndersonWe 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.2023-08-2323 minQuantum Growth for Financial AdvisorsIntroducing Our FASS Founding Member – Jon RandallWe 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.2023-08-1629 minQuantum Growth for Financial AdvisorsIntroducing the Financial Advisor Success Syndicate with Jon KuttinWe 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.2023-08-0931 minPlanning for the Certainty of Uncertainty Podcast with Jonathan KuttinCommon Financial Myths and Misconceptions — Part 1 with Jon Kuttin and Aaron Schenkman, RFC® (Ep. 24)“I’ll make less money if I get a raise into a higher tax bracket.”
“I don’t have enough money to invest.”
“I don’t need to plan for retirement now. It’s still far away.”
Common misconceptions like these often stop people from achieving their financial goals.
In this episode, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, and Aaron Schenkman, RFC®, debunk common myths and misconceptions — so you can make informed decisions!
Jon and Aaron discuss:
How progressive tax brackets work
Renting versus buying a hous...2023-08-0333 minQuantum Growth for Financial AdvisorsFeatured Podcast: Human-Centric Investing Podcast – How to Create a Leadership Culture That Drives Results with Jon KuttinIn 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.2023-07-2740 minQuantum Growth for Financial AdvisorsSPECIAL EPISODE: Jon Kuttin Featured on the Women Choosing Growth Podcast with Tina SueSPECIAL 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.2023-07-0857 minQuantum Growth for Financial AdvisorsThe Golden Opportunity Right Now in the Advice and Wealth Management Industry with Ryan GeorgeWe 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.2023-07-0528 minQuantum Growth for Financial AdvisorsBreaking Down Jon’s Favorite Leadership Quotes in Detail Part 2 with Jon KuttinWe 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.2023-06-2120 minPlanning for the Certainty of Uncertainty Podcast with Jonathan KuttinGet To Know Our Financial Advisor and Managing Partner, Aaron Schenkman, RFC® — Part 2 (Ep. 23)Last time, we introduced you to Aaron Schenkman, RFC®, financial advisor and managing partner at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.
In this episode, you will get to know Aaron more. Listen in as he talks about his team and the types of clients he works with.
Aaron discusses:
How his client base has evolved over the years
The importance of multigenerational financial planning
Solutions he provides to business owners
The truth about money and emotions
Insights into his team’s new Florida operations
Why you should never...2023-06-0816 minQuantum Growth for Financial AdvisorsWhy You Need to Have Deep and Meaningful Conversations With Your Clients with Mary SchmidWe 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.2023-06-0853 minQuantum Growth for Financial AdvisorsWriting a Book to Attract Clients to Your Wealth Management Firm with Paul G. McManusWe 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.2023-05-2540 minQuantum Growth for Financial AdvisorsBreaking Down Jon’s Favorite Leadership Quotes in Detail with Jon KuttinWe 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.2023-05-1137 minPlanning for the Certainty of Uncertainty Podcast with Jonathan KuttinGet To Know Our Financial Advisor and Managing Partner Aaron Schenkman, RFC® (Ep. 22)With nearly 28 years of experience in the financial industry and a strong passion for helping clients achieve their financial goals, Aaron Schenkman, RFC®, is a valued member of Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.
In this episode, you’ll get to know Aaron and his journey to becoming a financial advisor and managing partner at Kuttin Wealth Management.
Aaron discusses:
His core values, guiding principles, and approach as a financial advisor
The value of working with a financial advisor
Types of complex financial situations he helps clients wit...2023-04-2721 minQuantum Growth for Financial AdvisorsRealizing Your Greater Purpose to Differentiate Your Prospecting Approach with Derrick KinneyWe 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.2023-04-2657 minQuantum Growth for Financial AdvisorsFrom Solo Advisor to Elite Organization – Episode 301 – 2.5M to 5M GDCWe 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.2023-04-1255 minPlanning for the Certainty of Uncertainty Podcast with Jonathan KuttinCombining Finances With Your Spouse (Ep. 21)In a marriage, both partners bring their individual assets and liabilities to the table.
So the question that every couple should ask each other is: How to combine our finances together?
In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, explains how to avoid the most common mistakes that couples make when combining their finances with their partner.
Jon discusses:
How your planning might change if it’s not your first marriage
His thoughts on prenuptial agreements and separation of finances
The importance of regularly updating your beneficiaries in life...2023-03-3017 minQuantum Growth for Financial AdvisorsBuilding Relationships with CPAs and Accountants – The Initial Steps with Joseph GrecoJoin 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.2023-03-3034 minQuantum Growth for Financial AdvisorsBreaking Down The Vision Traction Organizer And Making It Applicable To Your BusinessWe 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.2023-03-1526 minPlanning for the Certainty of Uncertainty Podcast with Jonathan KuttinHow to Talk About Finances With Your Partner (Ep. 20)You and your partner might have varying beliefs about how to best manage your finances.
One might be a saver, while the other is a spender. Both of you might also have a different picture of what the perfect retirement looks like.
In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, explains how to have honest money conversations with your partner to protect your relationship from financial distress.
Jon discusses:
The importance of transparency in financial conversations
How money secrets can develop serious trust issues in relationships
The “cookie...2023-03-0223 minQuantum Growth for Financial AdvisorsFrom Solo Advisor to Elite Organization – Episode 201 – 1M to 2.5M GDCWe 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.2023-03-0130 minQuantum Growth for Financial Advisors2022 M&A Recap in the Financial Services Space & What’s Next for the IndustryWe 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
The post 2022 M&A Recap in the Financial Services Space & What’s Next for the Industry appeared first on Kuttin Consulting Group.2023-02-1545 minPlanning for the Certainty of Uncertainty Podcast with Jonathan KuttinGet To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® — Part 2 (Ep. 19)In our previous episode, we introduced you to Ashley Lang, a private wealth advisor and managing director at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.
This week, we dive deeper into Ashley’s journey by navigating the team she works with (also known as her work family!)
Ashley discusses:
How she enjoys spending her time outside of work
Brief introductions of her team members — and how they contribute to the practice’s client experience
Reasons why more female professionals are actively seeking financial guidance
The biggest financial challenges she be...2023-02-0918 minQuantum Growth for Financial AdvisorsFrom Solo Advisor to Elite Organization – Episode 101 – Up to 1M GDCWe 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.2023-02-0126 minQuantum Growth for Financial AdvisorsJon Answers Leadership Questions – Actionable Techniques to Lead Your Growing OrganizationAdvisors, 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
The post Jon Answers Leadership Questions – Actionable Techniques to Lead Your Growing Organization appeared first on Kuttin Consulting Group.2023-01-2038 minPlanning for the Certainty of Uncertainty Podcast with Jonathan KuttinGet To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® (Ep. 18)Ashley Lang joined the team at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, nearly 18 years ago when the financial industry was highly male-dominated.
In this episode, you’ll get to know Ashley better, both personally and professionally, including her journey to becoming a private wealth advisor and managing director at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.
Ashley discusses:
Her top two core values that serve as her guiding principles
Why female advisors are well-positioned to serve clients
The importance of financial pl...2023-01-1222 minQuantum Growth for Financial AdvisorsGreatest Hits Part 2 – The Best Quantum Growth Guest Moments from 2022We 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
The post Greatest Hits Part 2 – The Best Quantum Growth Guest Moments from 2022 appeared first on Kuttin Consulting Group.2022-12-2922 minPlanning for the Certainty of Uncertainty Podcast with Jonathan KuttinHow Living Longer Affects Your Portfolio (Ep. 17)Advancements in modern medicine have significantly improved the average life expectancy compared to a few decades ago.
How does this impact retirement planning? What are the resulting implications for your portfolio?
In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, talks about longevity risk, why it is highly relevant today, and strategies to plan for the financial uncertainty that comes with living a longer life.
Jon discusses:
Opportunities to work longer without having to go back to your full-time job
How to account for higher expenses and health care...2022-12-1525 minQuantum Growth for Financial AdvisorsGreatest Hits – The Best Quantum Growth Guest Moments from 2022As 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
The post Greatest Hits – The Best Quantum Growth Guest Moments from 2022 appeared first on Kuttin Consulting Group.2022-12-1428 minQuantum Growth for Financial AdvisorsCreating Advisor Capacity Part 3 – Taking the Leap to Form an Ensemble PracticeWe 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 Consulting Group.2022-12-0150 minPlanning for the Certainty of Uncertainty Podcast with Jonathan KuttinHow to Talk About Finances With Your Aging Parents (Ep. 16)If you are approaching retirement, chances are you belong to the “sandwich generation,” where you have to simultaneously look after your children and assist your aging parents.
This might be the ideal time to discuss financial matters with your parents. In other words, it’s important to prepare for a time when your parents cannot take care of their finances anymore.
In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, shares tips to help you get the financial conversation started.
Jon discusses:
How to make it easier for your parent...2022-12-0121 minQuantum Growth for Financial AdvisorsMore Of Everything? Or Is It Time To Go Deeper For Growth?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.2022-11-1817 minQuantum Growth for Financial AdvisorsAdvisorHub’s Future Outlook of the Wealth Management IndustryThe 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.2022-11-0238 minQuantum Growth for Financial AdvisorsCreating Advisor Capacity Part 2 – Leveraging Associate AdvisorsWe 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.2022-10-1928 minQuantum Growth for Financial AdvisorsCreating Advisor Capacity and Expanding Your Client Facing Advisory TeamAre 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.2022-10-0528 minQuantum Growth for Financial AdvisorsIntroduction to the EOS Framework and Working with an ImplementerOver 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 Framework and Working with an Implementer appeared first on Kuttin Consulting Group.2022-09-2142 minQuantum Growth for Financial AdvisorsElevating Your Collaborative Approach: Less Clients, More ValueTo 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.2022-09-0740 minQuantum Growth for Financial AdvisorsReflection: A Necessary Piece of the Business Planning ProcessAdvisors 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.2022-08-2312 minQuantum Growth for Financial AdvisorsUsing Financial Planning to Drive Client EngagementAs 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 Consulting Group.2022-08-0447 minPlanning for the Certainty of Uncertainty Podcast with Jonathan KuttinThe Texas Team at Kuttin Wealth Management: Who We Are and What We Do (Ep. 15)We believe that people can benefit from getting to know the advisor better before they start working with them. Hence, we are dedicating this episode to introducing you to the team at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. In this episode, David Dick, financial advisor and managing partner … Read More Read More2022-07-2131 minQuantum Growth for Financial AdvisorsLeveraging Educational Seminars for Turn-Key Client AcquisitionAs 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 Consulting Group.2022-07-2045 minQuantum Growth for Financial AdvisorsTransitioning as an Advisor During Down and Volatile MarketsIt'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.2022-07-0747 minQuantum Growth for Financial AdvisorsExploring Mastermind Groups & The Quantum Growth Mastermind ProgramMastermind 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 Mastermind Program appeared first on Kuttin Consulting Group.2022-06-2227 minQuantum Growth for Financial AdvisorsHow Advisors Can Connect and Collaborate with AttorneysAs 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.2022-06-0943 minQuantum Growth for Financial AdvisorsKey Takeaways From the EOS Conference™ with Ray KellyThe 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 appeared first on Kuttin Consulting Group.2022-05-2543 minQuantum Growth for Financial AdvisorsHow to Account for Growth: Transitioning from Advisor to CEOYou 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.2022-05-1159 minPlanning for the Certainty of Uncertainty Podcast with Jonathan KuttinGet To Know Our Beachhead Leader, David Dick (Ep. 14)At Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we have our very own “beachheads” to help us develop future teams and expand our reach. In this episode, you’ll get to know one such beachhead advisor from Texas, David Dick, managing partner at Kuttin Wealth Management. David provides insights into … Read More Read More2022-05-0526 minQuantum Growth for Financial AdvisorsUsing the EOS System to Turn Advisors into EntrepreneursAdvisors, 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.2022-04-2726 minPlanning for the Certainty of Uncertainty Podcast with Jonathan KuttinBlack Swan Events: What Are They and How To Deal With Them? (Ep. 13)Time and again, we face black swan events in the world of finance. They are unpredictable events that can severely impact the financial markets. In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, addresses several ongoing black swan events throughout the world and how you can manage your emotions to make … Read More Read More2022-04-1431 minQuantum Growth for Financial AdvisorsA Cultural Transformation: How To Drive Your Vision and Nurture Future LeadersDo 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 Consulting Group.2022-04-1436 minPlanning for the Certainty of Uncertainty Podcast with Jonathan KuttinBlack Swan Events: What Are They and How To Deal With Them? (Ep. 13)Time and again, we face black swan events in the world of finance. They are unpredictable events that can severely impact the financial markets. In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, addresses several ongoing black swan events throughout the world and how you can manage your emotions to make … Read More Read More2022-04-1431 minQuantum Growth for Financial AdvisorsNavigating Your Transition as a Financial Advisor with Frank LaRosaWhether 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 on Kuttin Consulting Group.2022-03-3049 minPlanning for the Certainty of Uncertainty Podcast with Jonathan KuttinWhy Portfolio Management Is Not as Complex as You Think (Ep. 12)Asset allocation, rebalancing, dollar-cost averaging — do these terms seem foreign to you? Such financial jargon can often make portfolio management sound a lot more complex and overwhelming than it really is. In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, simplifies the process of portfolio management and explains complex financial … Read More Read More2022-03-1732 minQuantum Growth for Financial AdvisorsHow to Become a True CEO of Your Business with Jon Randall, CMC™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.2022-03-1644 minPlanning for the Certainty of Uncertainty Podcast with Jonathan KuttinWhat Does It Mean To Plan For the Certainty of Uncertainty? (Ep. 11)Will you need long-term care? Will you need insurance? How will the stock markets behave over the next few years? No one knows! But one thing is certain – your life is filled with uncertainty. In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, talks about the different “What Ifs” that … Read More Read More2022-03-0329 minQuantum Growth for Financial Advisors2021 M&A Recap in the Financial Services Space & Looking Ahead to 2022 With David Grau Jr.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.2022-03-0243 minPlanning for the Certainty of Uncertainty Podcast with Jonathan KuttinHow To Create a Positive Money Mindset (Ep. 10)It’s easy to get carried away by emotions while making crucial money decisions. But with the right money mindset, you can make smarter financial choices that benefit you in the long run. In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, takes on the often-overlooked subject of creating a positive money … Read More Read More2022-02-1719 minQuantum Growth for Financial AdvisorsThe “WOW” Experience – How to Replicate Your Best Clients With Jon Randall, CMC™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
The post The “WOW” Experience – How to Replicate Your Best Clients With Jon Randall, CMC™ appeared first on Kuttin Consulting Group.2022-02-0946 minPlanning for the Certainty of Uncertainty Podcast with Jonathan KuttinWant To Find the Right Advisor? Ask These Questions Before Hiring (Ep. 9)You’ll likely work with your financial advisor for several years, share your personal finances with them, and discuss critical family issues. So it’s important to take the time to find the right advisor — one you enjoy working with! In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, provides a list … Read More Read More2022-02-0326 minQuantum Growth for Financial AdvisorsThe Virtual Family Office: How To Nurture Advisor-CPA Relationships With Anton AndersonTo 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.2022-01-2646 minPlanning for the Certainty of Uncertainty Podcast with Jonathan KuttinAsset Allocation Simplified: What You Should Know Before You Start Investing (Ep. 8)Building an investment portfolio is not just about achieving the best rate of return. It should be constructed based on your unique financial goals and situation. In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, dives into the basics of asset allocation. Drawing from Harry Markowitz’s Modern Portfolio Theory (MPT), Jon … Read More Read More2022-01-2023 minQuantum Growth for Financial AdvisorsIdentify Your Weaknesses and Opportunities to Improve Your Level of Leadership with Ray KellyAre 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.2022-01-1245 minPlanning for the Certainty of Uncertainty Podcast with Jonathan Kuttin7. The Four Cornerstones of Financial PlanningIf you want to build a financial plan but don’t know where to begin, don’t worry! These four cornerstones of financial planning can help you build your financial future: Cash reserves, adequate protection, fixed assets, and equity assets. In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, explains how utilizing these … Read More Read More2022-01-0622 minQuantum Growth for Financial AdvisorsTake Your Client Engagement to the Next Level With Julie LittlechildImproving 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
The post Take Your Client Engagement to the Next Level With Julie Littlechild appeared first on Kuttin Consulting Group.2021-12-1540 minPlanning for the Certainty of Uncertainty Podcast with Jonathan Kuttin6. The Ongoing Financial Planning Process After the First Year, Part 2Financial planning can help you achieve your long-term financial goals for yourself and for your future generations. In part two of this two-part mini-series, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, discusses how an ongoing client-advisor relationship at Kuttin Wealth Management, a private wealth advisory practice of … Read More Read More2021-12-0234 minQuantum Growth for Financial AdvisorsHow Client Advisory Boards Can Elevate Your Client Experience With Stephen WershingDo 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
The post How Client Advisory Boards Can Elevate Your Client Experience With Stephen Wershing appeared first on Kuttin Consulting Group.2021-12-0248 minQuantum Growth for Financial AdvisorsOvercome the Execution Gap: How To Bring Ideas to Fruition With Jon Randall, CMC™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.2021-11-1738 minPlanning for the Certainty of Uncertainty Podcast with Jonathan Kuttin4. Great Advisors Are Great LeadersOne of the true hallmarks of a great financial advisor is their ability to influence their clients’ decisions in ways that help them stay on the path to achieving their personal goals. In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, discusses how true leadership enables advisors to help their clients … Read More Read More2021-11-0429 minQuantum Growth for Financial AdvisorsMake Your Dream Business a Reality!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
The post Make Your Dream Business a Reality! appeared first on Kuttin Consulting Group.2021-11-0317 minPlanning for the Certainty of Uncertainty Podcast with Jonathan Kuttin3. Kuttin Wealth Management’s Unique Value Proposition Summed-Up in 30 minutesWhile Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, strives to help everyone who approaches them, they specialize in serving three types of clients –– HENRY’s (High earners, not rich yet), the mass affluent, and ultra-high net worth individuals In this episode, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, … Read More Read More2021-10-2134 minQuantum Growth for Financial AdvisorsGrowing Your Business Through Change ManagementSummary: 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.2021-10-2041 minQuantum Growth for Financial AdvisorsReaching the Next Generation and Preventing the Heir LeakSummary: 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.2021-10-0646 minQuantum Growth for Financial AdvisorsOrganic Growth & Client Experience: Expanding Your Business From WithinSummary: 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.2021-09-2239 minQuantum Growth for Financial AdvisorsHow To Accelerate Your Influence Through PodcastingSummary: 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.2021-09-0845 minPlanning for the Certainty of Uncertainty Podcast with Jonathan Kuttin2. What It’s Like To Be A Kuttin Wealth Management ClientAt Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC we understand that most people are interested in financial advice, not just products. If you are looking for financial advice over just products? This episode is for you! Join Jonathan Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, as he … Read More Read More2021-08-2738 minPlanning for the Certainty of Uncertainty Podcast with Jonathan Kuttin1. Welcome to Planning for the Certainty of Uncertainty!Welcome to Planning for the Certainty of Uncertainty, where we aim to help you achieve your life goals through comprehensive financial planning! In this inaugural episode, Jonathan Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, shares his professional background, the core values that have guided him throughout his career in financial services, and his … Read More Read More2021-08-2731 minQuantum Growth for Financial AdvisorsExploring Leadership IntelligenceSummary: 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.2021-08-1848 minQuantum Growth for Financial AdvisorsScaling Your Advisory Practice The Right WaySummary: 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 Consulting Group.2021-08-0444 minQuantum Growth for Financial AdvisorsDeveloping a Junior AdvisorSummary: 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.2021-07-2122 minQuantum Growth for Financial AdvisorsThe Differentiators of Elite Financial Services TeamsHave 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.2021-07-0753 minQuantum Growth for Financial AdvisorsThe Value of Working with a Vetted Financial ProfessionalSummary: 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 first on Kuttin Consulting Group.2021-06-2342 minQuantum Growth for Financial AdvisorsThe Importance of Women in FinanceDo 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.2021-06-0948 minQuantum Growth for Financial AdvisorsHow to Influence CPAs to Change Their Thought Process and Dispel Limiting BeliefsIn 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.2021-05-2653 minQuantum Growth for Financial AdvisorsAccepting and Navigating Change as a Financial AdvisorIn 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.2021-05-1252 min