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We are back with Jon Randall & Jon Kuttin with our new Multi-Part Educational Classroom Series for Financial Advisors Looking for Quantum Growth within their Practices!
Join Jon Randall and Jon Kuttin for our introductory episode – Episode 101 – Focused on Advisors Looking to Get to 1M of GDC (production) within their businesses.
Jon and Jon both go deep into an actionable growth plan designed to skyrocket your business to the first key hurdle in our series – 1 million of production or gross dealer concession.
If you are a new advisor to the industry, having trouble growing your practice to this level, or have advisors under you within your organization who are looking for the right things to focus on – this episode is designed just for you.
Through 100s of coaching and consulting engagements, learn from Jon Randall and Jon Kuttin on what they believe to be the keys to reach this first milestone in your career.
Listen in to learn:
- The key “critical inch” activities to get you to 1M in production
- The ideal schedule or model calendar for a solo advisor or advisor with a small team of associates
- The concept of “plate spinning” and how to focus on the right and most profitable activities that drive real results
- How to properly think about hiring an assistant or your first associate to start to create scale within your practice
- How to break through the first “ceiling of complexity” within your practice
- The concept of Delegating vs. Empowering
- How to jump off your first ledge and addressing the fear of the unknown
- How to shift your thinking from looking at additional costs to making investments in your business
- How to embrace and seek out mentorship at this stage in your career and why it is so important
Resources:
- Dan Sullivan’s – Strategic Coaching Program
- Dan Sullivan’s Who Not How Book
- Paul Latham’s “Plate Spinning” Concept Explained
- Ray Kelly – think2perform – LinkedIn
- Deciding vs. Doing – 5 Frogs Sitting on a Log Riddle Explained
- XFA / KCG’s Coach’s Quantum Growth Coaching Mastermind Program for Financial Advisors
- Link to Jon’s Model Calendar @ XFA.coach – LINK
Connect with Jon Randall and XFA:
Connect with Jon Kuttin Kuttin and Consulting Group:
- (855) 722-9393
- kuttinconsultinggroup.com
- LinkedIn: Jonathan Kuttin
- LinkedIn: Joseph Greco
- Our CPA Alliances Coaching Program
- Submit yourself as a guest for the podcast
About our Guest:
Jon Randall is a Certified Master Coach® and Premier Franchise Consultant who hit #1 in GDC Growth on the FC Scorecard for the advisors he works with all over the country. With more than 15 years of experience as a practicing advisor, Jon works with some of the top financial professionals in the industry – the average GDC for the advisors he coaches being more than $1.2 MM. He is also a national presenter at financial service industry conventions and workshops around the country. Jon’s specialties in consulting include marketing, investments, financial planning, and practice management.
Joseph joined Jon’s wealth management practice in 2012 as a junior associate. He quickly found a strong niche building relationships with local CPAs on Long Island and in New York City to help source new clients and professional alliances to the firm. He works with 20+ CPA and attorney partners in our close knit network and has experience developing inside sales teams to reach niche target markets within the financial services space. Joseph manages the sales and onboarding of advisors and accountants into the Kuttin Consulting Group family and acts as a general coach in helping advisors work smarter with accountants and other professionals to help realize their business and personal goals.