Shows
Quantum Growth for Financial AdvisorsPrivate Capital is Coming for CPA Firms — Here’s Why Advisors Should Care with Jon KuttinWe’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
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2026-02-1316 minQuantum Growth for Financial AdvisorsFrom Table Stakes to 10x: Designing the Work That Actually Scales Your Business with Jon KuttinWe’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
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2026-01-3018 minQuantum Growth for Financial AdvisorsM&A Masterclass with Jon Kuttin and Frank LaRosaWe 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
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2025-12-1951 minQuantum Growth for Financial AdvisorsGrit, Growth, and the Conversations No One Wants to Have with Jon KuttinWe’re back with another episode of Quantum Growth for Financial Advisors with Jon Kuttin. This week, we share some clips and snippets from a recent top producer mastermind group with Jon Kuttin and Jon Randall of XFA.Coach. Jon dives into some of the harsh realities when scaling a wealth management practice and addresses some of the difficult
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2025-11-1012 minQuantum Growth for Financial AdvisorsHow to Scale an Advisory Practice Part 3: Creating a Referrable ExperienceThis 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
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2025-10-2318 minQuantum Growth for Financial AdvisorsHow to Scale an Advisory Practice Part 2: More Value, Fewer Clients with Jon RandallThis 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
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2025-10-0623 minQuantum Growth for Financial AdvisorsHow to Scale an Advisory Practice Part 1: The True Cost of Serving Every Client with Jon RandallThis 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.
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2025-09-2215 minQuantum Growth for Financial AdvisorsLessons From Scaling a Remote Wealth Management Organization with Jon KuttinWe’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
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2025-09-0419 minQuantum Growth for Financial AdvisorsThe Square Root Effect with Jon KuttinWe’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 –
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2025-08-2119 minQuantum Growth for Financial AdvisorsFrom Appeasement to Alignment: Leading for Real Results with Jon KuttinWe’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
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2025-08-0624 minQuantum Growth for Financial AdvisorsDiscipline, Drive and the Relentless Edge with Jon KuttinWe'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
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2025-07-1823 minQuantum Growth for Financial AdvisorsFrom Self-Talk to Self-Leadership: Rewiring Your Mind for Change with Jon KuttinWe'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
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2025-07-0217 minQuantum Growth for Financial AdvisorsGrow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 2This 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.
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2025-06-1829 minQuantum Growth for Financial AdvisorsGrow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 1This 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.
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2025-06-0529 minQuantum Growth for Financial AdvisorsBehind the Deal: How Elite Buyers Win in Succession Planning with Joseph GrecoIn 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
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2025-05-1640 minQuantum 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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.
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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,
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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
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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
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2023-09-2744 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
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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
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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
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2023-07-0857 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
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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 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
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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
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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
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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
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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
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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
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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
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2023-03-0130 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
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2023-02-0126 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 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 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
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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
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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
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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
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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
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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
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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
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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
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2022-08-0447 min
Tea WITH KUTTINBeep: Stop Bleeding On People Who Didn't Cut You!This episode is a live episode recorded on the Wisdom App.
On this episode, Prince and I discuss the impact of channeling trauma or negative experience onto others (transfer of aggression).
You can joined Tea WITH KUTTIN Podcast on our next Podcast Live this Sunday at 6:30 PM GMT on ClubHouse.
Medaase!
2022-07-2923 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 More
2022-07-2131 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
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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
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2022-07-0747 min
Tea WITH KUTTINBusyBody: Learning To Love Yourself_ How do you start to love yourself?
What does learning to love yourself mean?
Can you share mantra or affirmative words to help with negative thoughts?...
_ EPISODE NOTE
On this episode, Kuttin was joined by Richelle and Prince to discuss self-love and learning to love yourself.
_ Topic(s) in this episode include: Self-love
_ Connect with Kuttin Godfrey (@kuttingodfrey)
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_ Connect with Prince (@princehimself_)
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_ Connect with Richelle Yankson
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2022-06-2441 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
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2022-06-2227 min
Tea WITH KUTTINBreak Over: Happy Pride Month!_ The wait is ovurrr! "Durling"~ James Brown 😀 I have been watching a lot of James's videos, maybe. 😂
_ Connect with Kuttin Godfrey @kuttingodfrey
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Share |Follow |Subscribe
_ To be a guest on the show, email Kuttin at kuttinnaboagyegodfrey@gmail.com
_ Sing Credits
Intro Music
Rihanna_ The wait is over
Music Bridges
Rihanna_ The wait is over
Drake_ft_Tems_ Fountains
Music Closer
Drake_ft_Tems_ Fountains
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2022-06-1707 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
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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
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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
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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 More
2022-05-0526 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
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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 More
2022-04-1431 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
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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 More
2022-04-1431 min
Tea WITH KUTTINAdda: SEX vs GENDER vs ORIENTATIONWhat is your sex? how do you describe yourself?
Sex, gender and sexual orientation are far more complicated than many of us were raised to believe. So, as a parent or guardian, one of the best things you can do is ask your child or loved what their sexuality or gender identity means for them.
We are all different, and talking openly and honestly gives you an opportunity to understand what they are feeling without labelling or assuming how they will choose to express themselves.
The most important thing to remember is that it is up to each individual to de...
2022-04-011h 16Quantum 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,
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2022-03-3049 min
Tea WITH KUTTINShu-Shu: Let's Talk Mental HealthMental health affects every one of us either directly or through those we love. It affects people of all ages and walks of life. So, it is of paramount importance to talk openly and honestly about mental health.
_EPISODE NOTE
On this episode, our host, Kuttin Godfrey, and guest, Aida Sidi discussed mental health and the mental health system in Ghana.
Topic(s) in this episode: Mental Health Illness, Suicide Prevention, Common Mental Disorders and Treatment.
_ABOUT OUR GUEST
AIDA S...
2022-03-181h 07Planning 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 More
2022-03-1732 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,
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2022-03-1644 min
Tea WITH KUTTINChit-Chat: E-LEVY, UTAG & RUSSIAN-UKRAINE BROUHAHA!What are your thoughts on the recently enacted E-Levy in Ghana?
_EPISODE NOTE
On this episode, Kuttin, together with our guests; Safoa, Saheed and Nii, discuss the recently approved controversial e-levy in Ghana. Besides, we briefly talked about UTAG strike and Russian-Ukraine conflict.
_Topic(s) in this episode include: E-Levy, UTAG, Russian-Ukraine conflict
_ABOUT OUT GUESTS
Berlinda Safoa: is an entrepreneur, owner of "Sista-Slay" thrift shop, and believes in peace, love and positivity.
Saheed Sanie Mohammed: i...
2022-03-111h 12
Tea WITH KUTTINBeautiful Anonymous: Revealing Our Most Embarrassing Moments During Sex!Have you ever done or said something clumsy or unattractive during a sexual encounter? We're revealing everything, from an almost-emergency to passing gas while in the act!
_EPISODE NOTE
On this episode, Kuttin sits down with our guests, Richelle and Prince and share their most embarrassing moments during sex and also discuss some of the audience most awkward moment during sexual intercourse, anonymously. _Topic(s) in this episode include: Sex, Relationship, Secrets, Sexual Intercourse, Embarrassment.
_ABOUT OUR GUESTS
PRINCE HIMSELF: is a communication specialist, VoiceOver arti...
2022-03-0454 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 More
2022-03-0329 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
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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 More
2022-02-1719 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
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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 More
2022-02-0326 min
Tea WITH KUTTININTRODUCTIONWelcome to Tea WITH KUTTIN! I am Kuttin Godfrey, your host. I am excited to have tea with you. Tune in every Friday and have Tea with my guest(s) and me, as we discuss relevant social issues, gender and sexuality, mental health, fashion and other juicy scoops.
_Song Credits
Music Intro
-Camilla Cabello_ Don’t go yet
Music Closer
-Shenseaa_ft_Meghan TheeStallion_ Lick
2022-01-3102 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 More
2022-01-2023 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 More
2022-01-0622 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 More
2021-12-0234 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 More
2021-11-0429 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 More
2021-10-2134 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 More
2021-08-2738 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 More
2021-08-2731 min
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2020-12-251h 42
KRUNCHTIME RADIOmailto:GoldenPudelⒸⓄⓂDusk til dawn at Golden Pudel Club, Hamburg, as seen by Kuttin Edge
Artwork: Kuttin Edge, as seen by Alex Solman
2020-02-0754 min