Quantum Growth for Financial Advisors

You might reach a point in your practice when your excessive client work leaves no room to focus on future business growth and scalability.   This might be the ideal time to transition from being a client-facing advisor to a CEO who leads the company.   In this episode, Jon Kuttin is interviewed by Louis The post How to Account for Growth: Transitioning from Advisor to CEO appeared first on Kuttin Consulting Group.

Advisors, are you ready to take control of your company’s helm? This means focusing less on client work and more on business development as a leader! In this episode, Jon Kuttin helps you leap from being just an advisor to leading your company as an entrepreneur. Jon draws from his experience in using the Entrepreneurial The post Using the EOS System to Turn Advisors into Entrepreneurs appeared first on Kuttin Consulting Group.

Do you want your team to follow you because “you say so”? Or because they believe in your vision? If you picked the latter, your business might need a cultural transformation. In this episode, Jon Kuttin gets on the other side of the mic and is interviewed by Ryan Goulart, vice president of business development The post A Cultural Transformation: How To Drive Your Vision and Nurture Future Leaders appeared first on Kuttin Consulting Group.

Whether you’re moving from one firm to another, going independent, or preparing for an exit, having a process in place can make your transition easier. In this episode, Jon Kuttin joins Frank LaRosa, founder, and CEO of Elite Consulting Partners and host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa.” Together, The post Navigating Your Transition as a Financial Advisor with Frank LaRosa appeared first on Kuttin Consulting Group.

Are you a CEO that has plans of growing your business, but your best-laid plans often go astray? Are you spending more time working in the business than working on the business? If you answered yes to one or both of the questions above, you might want to consider making a change, and Jon Randall, The post How to Become a True CEO of Your Business with Jon Randall, CMC™ appeared first on Kuttin Consulting Group.

Are you an advisor looking to grow your practice inorganically? Or an advisor looking to create an exit strategy? Either way, you might be interested in learning about the current landscape for mergers and acquisitions (M&A). In this episode, Jon Kuttin speaks with David Grau Jr., founder, and CEO of Succession Resource Group. David talks The post 2021 M&A Recap in the Financial Services Space & Looking Ahead to 2022 With David Grau Jr. appeared first on Kuttin Consulting Group.

When you WOW your clients with an unforgettable experience, they tell their friends and family about it. In other words, improving your client experience is a great way to boost referrals! In this episode, Jon Kuttin speaks with returning guest Jon Randall, CMC™, chief coaching officer at Dynamic Directions. Together, they outline the different client The post The “WOW” Experience – How to Replicate Your Best Clients With Jon Randall, CMC™ appeared first on Kuttin Consulting Group.

In this enlightening discussion, Anton Anderson, managing partner at Elite Resource Team, shares his expertise on fostering strong advisor-CPA partnerships. He unveils effective strategies for cultivating referrals within just 90 days. The conversation delves into the evolving dynamics post-COVID, emphasizing trust, communication, and personalized coaching. Anderson also discusses common pitfalls advisors face and the crucial role of CPAs in navigating today's financial complexities, all aimed at enhancing client experiences and outcomes.

Are you a leader? What should a leader look like in your workplace?  Having effective leadership within a workplace and providing valuable tools and tactics for individuals to grow their own leadership skills is beneficial for every avenue of a business. In this episode, Jon Kuttin talks to Ray Kelly, Senior Vice President & Consultant The post Identify Your Weaknesses and Opportunities to Improve Your Level of Leadership with Ray Kelly appeared first on Kuttin Consulting Group.

Improving your client engagement makes you far more referable. Plus, it opens the doors for valuable feedback that helps your advisory practice grow! In this episode, Jon Kuttin speaks with Julie Littlechild, the founder and CEO at Absolute Engagement and the co-host of the Becoming Referable podcast. Julie shares proven strategies (backed by comprehensive market The post Take Your Client Engagement to the Next Level With Julie Littlechild appeared first on Kuttin Consulting Group.