Quantum Growth for Financial Advisors Podcast

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.

This Week on Quantum Growth for Financial Advisors: We're excited to welcome back one of our most insightful and frequent guests, Jon Randall. In this episode, Jon Kuttin and Jon Randall explore what it takes to become a million-dollar producer. Randall emphasizes the critical role of mindset and adaptability, pointing out that many advisors plateau in their

The post The Million Dollar Blueprint: Strategies of Top Performing Advisors with Jon Randall appeared first on Kuttin Consulting Group.

This Week on Quantum Growth for Financial Advisors, we’re excited to welcome back one of our most frequent and insightful guests, Jon Randall. In this episode, Jon Kuttin and Jon Randall dive deep into how financial advisors can attract, prospect, and engage high-value clients—especially during times of market volatility. Jon Randall highlights that consistent and

The post Mastering High Value Client Acquisition and Referral Techniques with Jon Randall appeared first on Kuttin Consulting Group.

In this week’s episode of Quantum Growth for Financial Advisors, Jon welcomes Lera Kooper, Partner at Accountability Services, for an insightful conversation about the evolving role of CPAs in today’s advisory landscape. Lera shares her journey of transforming traditional, compliance-focused accounting into a proactive, year-round advisory service aimed at reducing stress for business owners and maximizing long-term value. She and

The post The Future of Business Advisory: Proactive Advice & Collaboration Between CPAs and Advisors with Lera Kooper appeared first on Kuttin Consulting Group.

Part 3 of Our Hands-On Session with Jon Kuttin is Here! In this episode, Jon dives into the challenge of making the intangible tangible, emphasizing the importance of accountability and raising standards as a business grows. He introduces the phrase "higher level, new devil," highlighting how success brings fresh challenges that demand quick solutions. Drawing

The post The Power of Decisive Action Part 3 – More, Better or Different: Crafting Your Next Best Action with Jon Kuttin appeared first on Kuttin Consulting Group.