Barron's Hall of Fame Advisor Jonathan Kuttin and co-host, marketing and organizational development expert Shennandoah Connor, provide interviews, strategies, tips, and insights designed to help financial advisors create quantum growth in their own practice.
Jonathan Kuttin and Shennandoah Connor
Long Island, New York
The Quantum Growth for Financial Advisors podcast is a highly valuable resource for advisors at any stage of their career. Hosted by Jon Kuttin, this podcast provides listeners with the tools and strategies necessary to not only grow their practice but also maintain it successfully. The content shared in each episode is incredibly useful, and I have found myself learning important lessons that I can apply directly to my own practice. I am excited to utilize this valuable information and share the insights I have gained with my peers.
One of the best aspects of this podcast is the wide range of topics covered. Whether you are a new advisor just starting out or a seasoned professional looking to take your business to the next level, there is something here for everyone. Jon Kuttin's expertise shines through in each episode as he shares practical advice and clear strategies that can be implemented immediately. From production and marketing to developing next-generation partners, this podcast covers all aspects of growing a successful financial advisory practice.
On the other hand, one potential downside of this podcast is that it may not delve deeply enough into certain topics. Some listeners may prefer more in-depth discussions or case studies to further enhance their understanding and application of the concepts being discussed. Additionally, while the episodes provide actionable advice, some may find it helpful to have accompanying resources or worksheets available for download to further assist in implementing these strategies.
In conclusion, The Quantum Growth for Financial Advisors podcast is an excellent resource that any advisor should consider incorporating into their professional development plan. The information shared is practical, actionable, and delivered in plain English by experienced professionals who truly understand the challenges faced by financial advisors. Whether you are looking to increase production, improve your marketing efforts, or collaborate effectively with CPAs, this podcast has you covered. I highly recommend subscribing and taking advantage of the invaluable insights provided in each episode.
On this week's episode of Quantum Growth for Financial Advisors, we welcome back a repeat guest – Jon Randall to dive into a key topic for financial advisors who are building their own practices. The focus on today's episode is constraints within your business and how to identify and overcome them to achieve sustainable growth. The post Identifying the Constraints in your Practice with Jon Randall, CMC™ appeared first on Kuttin Consulting Group.
Join 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.
On this week's episode of Quantum Growth for Financial Advisors, we welcome back Mike Futterman to the show for Part 2 of 2 of our discussion on motivation and "Type 2 Fun"! Mike and Jon continue the discussion this week around discipline and motivation. On Part 2, we shift into the neuroscience behind motivation, emphasizing The post The Type Two Fun Concept: Supercharging and Sustaining Motivation Part 2 with Michael Futterman appeared first on Kuttin Consulting Group.
On this week's episode of Quantum Growth for Financial Advisors, we welcome back Mike Futterman to the show! Mike and Jon discuss the age old concepts around discipline and motivation. Mike introduces his concept of "type two fun", which involves intentionally choosing challenging activities that may prompt feelings of discomfort. He explains that the idea The post The Type Two Fun Concept: Supercharging and Sustaining Motivation Part 1 with Michael Futterman appeared first on Kuttin Consulting Group.
This 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.
Welcome back to Quantum Growth for Financial Advisors! This week, Jon interviews Brittany Anderson about her concept of the 90-10 transformation, which addresses the challenges faced by highly driven individuals in the financial industry. Brittany shared insights into the impact of the pandemic on different individuals, highlighting the distinction between those who accelerated and those The post The 90/10 Transformation with Brittany Anderson appeared first on Kuttin Consulting Group.
Welcome back to Quantum Growth for Financial Advisors! This week, we welcome back Bill Cates again, the referral coach to discuss his new book “The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients” and to talk about how to truly believe in the value you provide to your The post The Language of Referrals Part 2 with Bill Cates appeared first on Kuttin Consulting Group.
Welcome back to Quantum Growth for Financial Advisors! This week, we welcome back Bill Cates, the referral coach to discuss his new book “The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients” and to talk about how to truly believe in the value you provide to your clients. The post The Language of Referrals with Bill Cates appeared first on Kuttin Consulting Group.
Welcome back to the show Quantum Growth for Financial Advisors listeners! Today we welcome back Paul G. McManus and Tony Maree Torrey of More Clients More Fun (MCMF) Publishing to discuss going deeper on synergistic marketing in the financial services industry. Paul and Tony introduce the concept of the “influencer accelerator” strategy to leverage guest The post The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice with Paul G. McManus and Tony Maree Torrey appeared first on Kuttin Consulting Group.
We are back with another special episode of Quantum Growth for Financial Advisors podcast featuring the founder and president of Strategic Coach, Dan Sullivan! For Part 2 of this 2 Part Episode, today we talk about how to unlock your true entrepreneurial potential. Dan and Jon reflect on the inherent traits of entrepreneurs and their The post Unlocking Your True Entrepreneurial Potential Part 2 with Dan Sullivan appeared first on Kuttin Consulting Group.
We are back with another special episode of Quantum Growth for Financial Advisors podcast featuring the founder and president of Strategic Coach, Dan Sullivan! For Part 1 of this 2 Part Episode, today we talk about how to unlock your true entrepreneurial potential. Dan and Jon reflect on the inherent traits of entrepreneurs and their The post Unlocking Your True Entrepreneurial Potential Part 1 with Dan Sullivan appeared first on Kuttin Consulting Group.
On this week's episode of Quantum Growth for Financial Advisors, we welcome one of our most successful coaching clients - Jared Cohen, CEO and founder of Onyx Bridge Wealth Group. Jared shares his journey from a large broker dealer to launching an RIA and the remarkable growth his team has undergone. He discussed the organic The post Quantum Growth: Navigating Expansion, Change and Success in Wealth Management with Jared Cohen appeared first on Kuttin Consulting Group.
Ready 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.
This 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.
On this week's episode of Quantum Growth for Financial Advisors, we welcome Mike Futterman! Mike and Jon discuss the importance of advisors narrowing down their client base to a manageable number and providing exceptional service beyond just financial aspects in today's competitive marketplace. The conversation revolved around the impact of chemicals like oxytocin, dopamine, and The post Taking WOW to the Next Level: Beyond Thoughtful Gestures with Michael Futterman appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, Ray discusses how to achieve full engagement from a team. Ray emphasizes the importance of understanding employee motivations and delves into some key insights and findings on how to influence that process The post The Seven Motivations of Leaders and Driving Employee Engagement Featuring Ray Kelly appeared first on Kuttin Consulting Group.
On this week's episode of Quantum Growth for Financial Advisors, Jena and Jon delve into the concept of EOS, with Jon sharing his firm's experience using it and its commonality among successful entrepreneurial businesses. They discuss the roles of a visionary and an integrator within a business and how EOS helps in defining and achieving The post A Discussion on the Entrepreneurial Operating System (EOS) appeared first on Kuttin Consulting Group.
As we start off 2024, are you looking at changes to make within your team to drive better results this year? On this week's episode of the Quantum Growth for Financial Advisors podcast, we talk to Julie Genjac and John Diehl of Hartford Funds to review some key concepts of leading financial services teams by The post Leading Financial Services Teams – Small Changes That Lead to Big Results with Julie Genjac and John Diehl of Hartford Funds appeared first on Kuttin Consulting Group.
As we head into the last few weeks of 2023 and get ready for the holiday season, we wanted to end this year of growth and personal development on a positive note and recap some of the best moments from our guests on the Quantum Growth for Financial Advisors podcast this year! Listen in for The post Best Quantum Growth Moments of 2023 appeared first on Kuttin Consulting Group.
Are you automating your bookkeeping and leveraging technology for business growth? On this week's episode of the Quantum Growth for Financial Advisors podcast, we talk to Sean Rogers, the founder and CEO of Digital Financial Officers. Sean shares his experience in providing personal CFO work to high-net-worth individuals and their families which led him to The post Leveraging Financial Data to Drive Business Results with Sean Rogers appeared first on Kuttin Consulting Group.
We are back with a special episode this week before Thanksgiving featuring Ray Kelly on the Million Dollar Producer show, hosted by Paul G. McManus. In this episode, Paul welcomes leadership expert Ray Kelly to his podcast. As a leadership coach and a pivotal figure in the financial advisory world, Ray has dedicated his career The post Featured Podcast: Ray Kelly on The Million Dollar Producer Show – Transformative Leadership to Build a Billion-Dollar Wealth Management Firm appeared first on Kuttin Consulting Group.
We are back again this week with Part 2 of one our most anticipated episodes of the Quantum Growth for Financial Advisors Podcast! This week, we welcome back Dan Sullivan of Strategic Coach to our show to continue the discussion about his new book: 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by The post 10x Growth: Unleashing the Power of Exponential Success Part 2 with Dan Sullivan appeared first on Kuttin Consulting Group.
We are back this week with one of our most anticipated episodes of the Quantum Growth for Financial Advisors Podcast! This week, we welcome Dan Sullivan of Strategic Coach to our show to talk about his new book: 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less. Jon has been a The post 10x Growth: Unleashing the Power of Exponential Success Part 1 with Dan Sullivan appeared first on Kuttin Consulting Group.
We are back with our another episode of Quantum Growth for Financial Advisors with Jon Kuttin to learn how you can leverage one of the most powerful and networking tools in the financial services industry - LinkedIn! Join Jon Kuttin and Paul G. McManus of More Clients More Fun and author of The Short Book The post Leveraging LinkedIn Marketing to Increase Your Influence and Drive Results with Paul G. McManus appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial advisors with Jon Randall & Jon Kuttin. This week, we continue our Multi-Part Educational Classroom Series for Financial Advisors Looking for Quantum Growth within their Practices! In our first episode we reviewed the beginning of the journey as an advisor to get to 1M The post From Solo Advisor to Elite Organization – Episode 401 – 5M to 10M GDC – Part 1 appeared first on Kuttin Consulting Group.
We are back with our next FASS founder spotlight on the Quantum Growth for Financial Advisors podcast. Today, we introduce Frank LaRosa, CEO and President of Elite Consulting Partners. The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want to learn and grow alongside some of the The post Introducing Our FASS Founding Member – Frank LaRosa appeared first on Kuttin Consulting Group.
We are back with our next FASS founder spotlight on the Quantum Growth for Financial Advisors podcast. Today, we introduce Tina Beck, CMO of Elite Consulting Partners and President of Elite Marketing Concepts The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want to learn and grow The post Introducing Our FASS Founding Member – Tina Beck appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial Advisors to introduce our next FASS founding member - Ray Kelly! The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want to learn and grow alongside some of the best thought leaders in the industry. Tune The post Introducing Our FASS Founding Member – Ray Kelly appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial Advisors to introduce our next FASS founding member - Anton Anderson! The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want to learn and grow alongside some of the best thought leaders in the industry. Tune The post Introducing Our FASS Founding Member – Anton Anderson appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial Advisors to introduce our first FASS founding member - Jon Randall! The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want to learn and grow alongside some of the best thought leaders in the industry. Tune The post Introducing Our FASS Founding Member – Jon Randall appeared first on Kuttin Consulting Group.
We are back with another episode of Quantum Growth for Financial Advisors to reveal a HUGE announcement for the wealth management industry! Today, Jon Kuttin announces the Financial Advisor Success Syndicate, a free group for qualified financial advisors and wealth managers who want to learn and grow alongside some of the best thought leaders in The post Introducing the Financial Advisor Success Syndicate with Jon Kuttin appeared first on Kuttin Consulting Group.
In this episode of the Human-centric Investing Podcast, hosts John and Julie are joined by Jon Kuttin, a highly successful financial advisor and leader in the industry. They discuss the importance of transitioning from being a financial professional to becoming a leader in order to drive practice development and achieve significant growth. Jon highlights that The post Featured Podcast: Human-Centric Investing Podcast – How to Create a Leadership Culture That Drives Results with Jon Kuttin appeared first on Kuttin Consulting Group.
SPECIAL EPISODE: Jon Kuttin was featured on the Women Choosing Growth podcast with Tina Sue a few weeks ago and we wanted to repost it to our network for our Quantum Growth for Financial Advisors to listen in! On this episode, Jon talks about his journey from being a financial advisor to becoming a business The post SPECIAL EPISODE: Jon Kuttin Featured on the Women Choosing Growth Podcast with Tina Sue appeared first on Kuttin Consulting Group.
We are back this week with another episode of Quantum Growth for Financial Advisors to talk about technology, scale and efficiency as it related to client communication in the wealth management industry. Filling in for Jon this week is Joseph Greco, who talks to Ryan George, CMO of Docupace about what he believes is a The post The Golden Opportunity Right Now in the Advice and Wealth Management Industry with Ryan George appeared first on Kuttin Consulting Group.
We 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.
We 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.
We 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.
We 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.
We 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.
We 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.
Join 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.
We 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.
We 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.
We 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.
We 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.
Advisors, 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.
We 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.
As 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.
We are back with another episode of Quantum Growth for Financial Advisors! Tune in today for Part 3 of our in-depth discussion with Jon Randall to continue down the path on our current theme of “Creating Advisor Capacity” within your business. In Part 2 of the series, we reviewed these concepts: When to Bring on The post Creating Advisor Capacity Part 3 – Taking the Leap to Form an Ensemble Practice appeared first on Kuttin Consulting Group.
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.
The advice industry is changing rapidly. The pandemic has greatly accelerated the pivot to a complete digital client experience and has also caused a "shake-up" within the M&A world as business owners look to sell and merge their existing practices for a greater benefit. This week, we are back with a special episode featuring Tony The post AdvisorHub's Future Outlook of the Wealth Management Industry appeared first on Kuttin Consulting Group.
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