Quantum Growth for Financial Advisors

This 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. The post How to Scale an Advisory Practice Part 1: The True Cost of Serving Every Client with Jon Randall appeared first on Kuttin Consulting Group.

We’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 The post Lessons From Scaling a Remote Wealth Management Organization with Jon Kuttin appeared first on Kuttin Consulting Group.

We’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 – The post The Square Root Effect with Jon Kuttin appeared first on Kuttin Consulting Group.

We’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 The post From Appeasement to Alignment: Leading for Real Results with Jon Kuttin appeared first on Kuttin Consulting Group.

We'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 The post Discipline, Drive and the Relentless Edge with Jon Kuttin appeared first on Kuttin Consulting Group.

We'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 The post From Self-Talk to Self-Leadership: Rewiring Your Mind for Change with Jon Kuttin appeared first on Kuttin Consulting Group.

This 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. The post Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 2 appeared first on Kuttin Consulting Group.

This 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. The post Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 1 appeared first on Kuttin Consulting Group.

Joseph Greco, Managing Director at Elite Advisor Successions, shares insights into the intricate world of buy-side strategies in the wealth management M&A landscape. He discusses the importance of experienced buyers for successful acquisitions and the critical traits that define them. Greco emphasizes strategic buyer representation, the value of coachability, and the need for a solid succession planning approach. With anecdotes and real-world scenarios, he illustrates how personalized strategies and gradual transitions can enhance relationships during ownership changes.

In this episode of Quantum Growth for Financial Advisors, Jon Kuttin welcomes Joseph Greco, Managing Director of Elite Advisor Successions, to explore the record-breaking M&A activity reshaping the wealth management industry in 2024. Joseph shares his journey in wealth management M&A and discusses how Elite facilitates transactions across the independent broker-dealer and RIA space. The conversation The post Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco appeared first on Kuttin Consulting Group.