Quantum Growth for Financial Advisors

Ready 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 The post The Power of Decisive Action Part 2 – From Intangible to Tangible: Building Unstoppable Momentum with Jon Kuttin appeared first on Kuttin Consulting Group.

Ready 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 The post The Power of Decisive Action Part 1 – Deciding vs. Doing with Jon Kuttin appeared first on Kuttin Consulting Group.

Todd Steinberg, managing director of Thrive Financial Group, and Shannon Hay, senior vice president at United Midwest Savings Bank, delve into the intricacies of accounting firm acquisitions. They discuss the evolving landscape of financial advisory and accounting firms as they merge services for a comprehensive client experience. The conversation highlights the importance of debt service coverage in acquisitions and the necessity of relationship-building for successful partnerships, providing valuable insights for advisors looking to expand.

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 The post Identifying the Constraints in your Practice Part 3 with Jon Randall, CMC™ appeared first on Kuttin Consulting Group.

As we head into the last few weeks of 2024 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 2024 appeared first on Kuttin Consulting Group.

Welcome back to Quantum Growth for Financial Advisors for one of our last episodes of 2024! This week, Jon welcomes Libby Greiwe of The Efficient Advisor to the show to talk about all things efficiency when running your advisory practice. Libby shares her transformative experience in the financial advisory industry, detailing how she restructured her The post The Efficiency Factor with Libby Greiwe appeared first on Kuttin Consulting Group.

Welcome back to Quantum Growth for Financial Advisors!  This week, Jon talks about a subject that has been pivotal in his personal growth and development - GRIT. Join Jon and Marissa Levin, entrepreneur and CEO of Marissa International as they delve into all things GRIT.  Today's episode highlights the importance of grit and resilience in The post The Grit Factor: Cultivating Perseverance for Success with Marissa Levin appeared first on Kuttin Consulting Group.

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 The post Identifying the Constraints in your Practice Part 2 with Jon Randall, CMC™ appeared first on Kuttin Consulting Group.

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.