Quantum Growth for Financial Advisors

We’re back with our final episode of Quantum Growth for Financial Advisors for 2025. As we close out the year, we’re celebrating the conversations, insights, and moments that defined our show. This special end-of-year compilation brings together the most impactful clips, biggest takeaways, and clips from our listener's favorite episodes. Thank you for being part The post Looking Back, Moving Forward – The Best Quantum Growth Moments From 2025 appeared first on Kuttin Consulting Group.

We 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 The post M&A Masterclass with Jon Kuttin and Frank LaRosa 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, we give our Quantum Growth listeners insights from Ray Kelly on another powerful FASS (Financial Advisor Success Syndicate) session—this one centered around the evolving intersection of technology and humanity within financial services. The post Advisors, AI, and the Art of Asking Better Questions with Ray Kelly 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, we give our Quantum Growth listeners insights from Ray Kelly on a special FASS (Financial Advisor Success Syndicate) session we recorded a few months ago. In this episode, Ray Kelly dives into The post Cracking the Code of Team Performance with Ray Kelly appeared first on Kuttin Consulting Group.

This 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 The post How to Scale an Advisory Practice Part 3: Creating a Referrable Experience appeared first on Kuttin Consulting Group.

This 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 The post How to Scale an Advisory Practice Part 2: More Value, Fewer Clients with Jon Randall appeared first on Kuttin Consulting Group.

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.