Quantum Growth for Financial Advisors

Jonathan Kuttin

Providing insights and interviews from industry leaders to help financial advisors create quantum growth.

Introduction to the Quantum Growth for Financial Advisors Podcast
Trailer 8 min 4 sec

All Episodes

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.

Nov 17

38 min 46 sec

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.

Nov 3

17 min 10 sec

Summary: 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.

Oct 20

41 min 56 sec

Summary: 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.

Oct 6

46 min 34 sec

Summary: 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.

Sep 22

39 min 3 sec

Summary: 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.

Sep 8

45 min 19 sec

Summary: 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.

Aug 18

48 min 11 sec

Summary: 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.

Aug 4

44 min 41 sec

Summary: 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.

Jul 21

22 min 7 sec

Have 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.

Jul 7

53 min 22 sec

Summary: 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.

Jun 23

42 min 54 sec

Do 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.

Jun 9

48 min 11 sec

In 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.

May 26

53 min 40 sec

In 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.

May 12

52 min 1 sec

In this episode Anton Anderson shares his best practices for providing value to CPA firms using Elite Resource Team’s in-house virtual family office. Anton also discusses his philosophy on why most financial advisors are typically not successful in forming relationships with CPAs and how they can take steps to change their process by focusing on The post Leveraging Virtual Resources to Better Collaborate with CPAs appeared first on Kuttin Consulting Group.

Apr 27

55 min 58 sec

In this episode Jonathan Kuttin shares his best practices for developing junior advisors. Specifically he shares the importance of creating a clear career path for advisors starting at the intern level all the way through to equity partner. Jon also discusses key skills and traits advisors need to develop at different levels of their career. The post Cultivating Junior Advisors appeared first on Kuttin Consulting Group.

Apr 14

48 min 21 sec

In this episode Louis Diamond, President of Diamond Consultants shares key considerations for advisors looking at their affiliation options. Louis begins by sharing how the industry has evolved over the years and how that has impacted an advisor's earning capacity and client service. Next he discusses the independence continuum and the tradeoff between independence and The post Exploring Your Affiliation Options as a Financial Advisor appeared first on Kuttin Consulting Group.

Apr 7

52 min 57 sec

In this episode, Doug Lennick of Think 2 Perform describes how the industry has evolved and the importance of using the Alignment Model with your firm and clients. Specifically Doug shares how the alignment model looks at morals, principles and values, and goals to ensure that our actions as advisors are in alignment with universal The post Using The Alignment Model With Your Firm And Clients appeared first on Kuttin Consulting Group.

Apr 1

56 min 9 sec

In this episode, Chris Shuba of Helios Quantitative Research, shares how leveraging an insourced CIO can improve the client asset management experience and increase profit margins for the firm. Chris shares how they leverage statistical analysis and technology to design and manage asset portfolios and how those portfolios out perform other approaches. Chris shares how The post Driving Profit And Client Value Through An Insourced CIO appeared first on Kuttin Consulting Group.

Mar 24

48 min 46 sec

Jonathan Manela of Edge Strategy Group shares key factors to create a business that is capable of growth and that can grow at an exponential rate. Specifically he discusses the importance of bringing in the right people, putting technology and infrastructure in place, and defined processes to create a scalable practice. He then shares many The post How To Scale, Expand, And Grow Your Practice appeared first on Kuttin Consulting Group.

Mar 17

50 min 4 sec

In this episode, Anthony Whitbeck, CEO of Advisor Legacy describes the drivers that determine practice value and what advisors can do to ensure continuity in their practice. Specifically, Whitbeck describes the three factors that drive practice value up and the three factors that drive practice value down and what advisors can do to ensure that The post Drivers of Practice Value and Ensuring Continuity appeared first on Kuttin Consulting Group.

Mar 10

54 min 21 sec

On this episode of the podcast, Ray Kelly of Think2Perform discusses why advisors want to intentionally build a culture in their practice. Ray highlights the pitfalls of not consciously building a culture and how an unconscious culture can undermine all other growth strategies. Ray also shares questions advisors can ask themselves to help them start The post Building A Culture On Purpose appeared first on Kuttin Consulting Group.

Mar 4

47 min 9 sec

In this episode, Barron's Hall of Fame Advisor, Jonathan Kuttin, shares the model he uses to build CPA partnerships. Jon walks through the key strategies he uses to leverage his existing client base to make connections with CPAs and to differentiate himself from other advisors targeting CPAs. Jon shares some of the lessons learned and The post CPA Relationship Model – Building A Lasting Business Partnership appeared first on Kuttin Consulting Group.

Feb 24

53 min

Jon Randall with Dynamic Directions, joins us to dive deeper into the concept of Niche Marketing for financial advisors. Specifically Jon shares with us why focusing on a key niche (or two) helps advisors grow quickly, how to identify a target group for prospecting, and strategies to effectively market to the group. Jon provides examples The post Driving Growth With Niche Marketing appeared first on Kuttin Consulting Group.

Feb 17

54 min 33 sec

Scott Wetzel, CEO of Skyview Partners, shares mistakes advisors make in finding and acquiring practices and financing options available. Scott shares what selling advisors are concerned about and how buyers can use that information to attract "sell and stay" opportunities. Scott and Jon also share big mistakes advisors make as buyers and why they aren't The post Financing Financial Advisor Acquisitions And Finding Deals appeared first on Kuttin Consulting Group.

Feb 10

48 min

David Grau Jr, founder and CEO of Succession Resource Group, shares insights and trends impacting financial advisor mergers and acquisitions. David summarizes how M&A has evolved over the past decade and what advisors can expect in 2021. He also shared how lending options have made M&A easier and how access to capital is driving up The post Trends in Financial Advisor M&A and Valuations appeared first on Kuttin Consulting Group.

Feb 3

49 min 1 sec

Barron's Hall of Fame Advisor, Jonathan Kuttin, shares how focusing on client experience has helped his firm create organic growth. He specifically shares the importance of having a repeatable, measurable process for delivering a consistent, quality client experience as well as some tactical advice for what to include in your client experience process. Kuttin also The post Growing Your Financial Advisory Practice Through Client Experience appeared first on Kuttin Consulting Group.

Jan 27

49 min 53 sec

Dr. Maribeth Kuzmeski is the President of Red Zone Marketing. Maribeth and her firm personally consult with some of the nation’s top financial professionals managing from $300 million to over $1 billion in client assets. In this episode, Maribeth shares some strategies financial advisors can use to justify their fees to clients. She also shares the The post Justifying Fees and Successful Marketing Strategies appeared first on Kuttin Consulting Group.

Jan 20

45 min 15 sec

Jeff Nash of Bridgemark Strategies shares critical insights in what advisors are looking for in a firm, how advisors can find the right fit for them and their clients, and trends and pitfalls in advisor successions.   Key Links Connect with Bridgemark Strategies: https://www.bridgemarkstrategies.com Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as a The post Trends in Advisor Successions and Recruiting appeared first on Kuttin Consulting Group.

Jan 14

47 min 30 sec

Jeff Magson, COO Of Kuttin Consulting Group and former VP with Avantax, shares his strategies for how financial advisors should approach CPAs and building partnerships. Key Links Connect with Jeff on LinkedIn: https://www.linkedin.com/in/jeffmagson/ Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Learn more about CPA Alliance Coaching: https://www.kuttinconsultinggroup.com/cpa-alliances/ Submit yourself as a guest for the podcast: The post How To Approach CPAs and Build Partnerships appeared first on Kuttin Consulting Group.

Jan 6

49 min 15 sec

Crystal Thies of LinkedIn Ninja shares her tips for financial advisors to leverage LinkedIn and effectively prospect for clients on LinkedIn by targeting the "money level" connection. Key Links Download the free guide: The LinkedIn Ninja's Guide to Compliance and LinkedIn: How to Use LinkedIn Effectively, Compliantly, and Gain a Competitive Advantage https://www.linkedincompliance.com/ Connect with The post Prospecting For Clients on LinkedIn appeared first on Kuttin Consulting Group.

Dec 2020

50 min 57 sec

CPA, Ken Cerini, shares insights on what CPAs are facing and how financial advisors can make meaningful connections with them in order to drive referrals and relationships. In addition to serving as a CPA, Ken also helps coach and train advisors on building CPA relationships through Kuttin Consulting Group. Key Links Learn more about Ken The post How To Connect With CPAs appeared first on Kuttin Consulting Group.

Dec 2020

56 min 6 sec

Jon Randall, Coach and Consultant with Dynamic Directions, shares key avenues for financial advisors to create rapid growth. Key Links Learn more about Executive Coaching from Dynamic Directions and Kuttin Consulting: https://www.kuttinconsultinggroup.com/executive-coaching/ Download the Executive and Practice Assessment: https://kuttinconsulting.ac-page.com/free-executive-and-practice-assessment Email Jon Randall at: jon@dynamicdirections-d2.com Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Learn more about CPA Alliance The post How To Create Rapid Growth appeared first on Kuttin Consulting Group.

Dec 2020

49 min 45 sec

Financial Advisor and Founder of Onyx Bridge Wealth Group, Jared Cohen, shares his reasons for launching an RIA and his experience launching during the pandemic. Key Links Learn more about Onyx Bridge Wealth Group: https://onyxbridge.com Email Jared Cohen directly at: jcohen@onyxbridge.com Find Jared on LinkedIn: https://www.linkedin.com/in/jared-cohen-cap®-crpc®-9ab0ab2/ Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself The post Launching An RIA appeared first on Kuttin Consulting Group.

Dec 2020

43 min 16 sec

Dustin Mangone, Managing Director of PPC LOAN, shares tips and strategies for financial advisors to looking to finance acquisitions and partner buy-ins. We also discuss what to look for in a lender and things to consider when looking for acquisitions opportunities. Key Links Learn more about PPC LOAN's programs for Financial Advisors: https://investment-advisors.ppcloan.com/  Email Dustin The post Financing Growth For Financial Advisors appeared first on Kuttin Consulting Group.

Nov 2020

46 min 26 sec

In this episode, Jonathan Kuttin discusses the two types of NextGen advisors and how to cultivate a pipeline of talent in your firm. Key Links Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/ Connect with Jon on LinkedIn: https://www.linkedin.com/in/jonkuttin/ Connect with Shennandoah on LinkedIn: https://www.linkedin.com/in/shennandoahconnor/ The post Developing NextGen Advisors appeared first on Kuttin Consulting Group.

Nov 2020

46 min 56 sec

Author and Leadership expert, Clint Swindall, shares the power of engaged leadership and engaged workers in driving growth and overcoming challenges, like the current pandemic. Key Links Learn more about Clint Swindall and Verbalocity: https://www.verbalocity.com Listen to the Tell Me Something Good Podcast at https://www.clintswindall.com Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as The post Engaged Leadership appeared first on Kuttin Consulting Group.

Nov 2020

1 hr

Marketing and Organizational Development expert Shennandoah Connor shares tips on how advisors can stay top of mind with clients and achieve quantum growth in their practice. Key Links Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/ Connect with Jon on LinkedIn: https://www.linkedin.com/in/jonkuttin/ Connect with Shennandoah on LinkedIn: The post Marketing and Scalable Growth appeared first on Kuttin Consulting Group.

Oct 2020

47 min 17 sec

Bill Cates, a.k.a. "The Referral Coach," discusses how to not only get more referrals, but get more of the right referrals. Key takeaways include defining your target client, crafting a compelling message, and how to properly ask for referrals. Key Links and Resources Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as a guest The post Radical Relevance with Bill Cates appeared first on Kuttin Consulting Group.

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Oct 2020

49 min 3 sec

Leadership coach and trainer to financial advisors, Ray Kelly, shares his model for creating a leadership driven culture that fuels growth. He shares what he sees advisors do right, where they struggle, and what they can do to better develop their team. Key Links and Resources Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself The post Five Levels of Leadership with Ray Kelly appeared first on Kuttin Consulting Group.

Oct 2020

52 min 45 sec

Jonathan Kuttin, Barron's Hall of Fame Advisor shares how he got started, lessons learned, and what it took to grow his practice. Key Links Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/ Connect with Jon on LinkedIn: https://www.linkedin.com/in/jonkuttin/ Connect with Shennandoah on LinkedIn: https://www.linkedin.com/in/shennandoahconnor/ The post Interview With Barron’s Hall Of Fame Advisor Jonathan Kuttin appeared first on Kuttin Consulting Group.

Oct 2020

52 min 43 sec

Barron's Hall of Fame Advisor Jonathan Kuttin shares his motivation for launching the Quantum Growth for Financial Advisors Podcast. Each episode will provide interviews and insights designed to help financial advisors create quantum growth in their own practice. Upcoming guests include Bill Cates, a.k.a "The Referral Coach" and leadership expert Ray Kelly, along with other The post Introduction to the Quantum Growth for Financial Advisors Podcast appeared first on Kuttin Consulting Group.

Oct 2020

8 min 4 sec