

Quantum Growth for Financial Advisors
Jonathan Kuttin
Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
Episodes
Mentioned books

Jul 7, 2023 • 58min
SPECIAL EPISODE: Jon Kuttin Featured on the Women Choosing Growth Podcast with Tina Sue
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
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Jul 5, 2023 • 29min
The Golden Opportunity Right Now in the Advice and Wealth Management Industry with Ryan George
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
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Jun 21, 2023 • 20min
Breaking Down Jon’s Favorite Leadership Quotes in Detail Part 2 with Jon Kuttin
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
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Jun 8, 2023 • 53min
Why You Need to Have Deep and Meaningful Conversations With Your Clients with Mary Schmid
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.

May 25, 2023 • 40min
Writing a Book to Attract Clients to Your Wealth Management Firm with Paul G. McManus
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
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May 10, 2023 • 37min
Breaking Down Jon’s Favorite Leadership Quotes in Detail with Jon Kuttin
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
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Apr 26, 2023 • 58min
Realizing Your Greater Purpose to Differentiate Your Prospecting Approach with Derrick Kinney
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
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Apr 12, 2023 • 55min
From Solo Advisor to Elite Organization – Episode 301 – 2.5M to 5M GDC
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
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Mar 29, 2023 • 34min
Building Relationships with CPAs and Accountants – The Initial Steps with Joseph Greco
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.

Mar 15, 2023 • 27min
Breaking Down The Vision Traction Organizer And Making It Applicable To Your Business
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
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