Introduction to the EOS Framework and Working with an Implementer

By |2022-09-22T13:33:43-05:00September 21st, 2022|All Industries, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Quantum Growth Advisors Podcast, Topics|

Over the last 10 years, we have learned that many successful advisors, entrepreneurs and businesses employ and execute on the EOS model or the “Entrepreneurial Operating System” framework.  The EOS model is designed to resolve persistent challenges, improve goal setting techniques, and bring operational efficiencies within growing organizations.  This collection of concepts and practical tools

Elevating Your Collaborative Approach: Less Clients, More Value

By |2022-09-08T13:18:39-05:00September 7th, 2022|All Industries, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Quantum Growth Advisors Podcast, Topics|

To engage higher net-worth clientele, most advisors and service-based professionals require a paradigm shift to alter their thinking and service approach. In this episode, Jon Kuttin speaks with returning guest Anton Anderson, managing partner at Elite Resource Team.  Anton discusses Elite’s new Catalyst Program and how the best advisors and teams are adapting a “less

Reflection: A Necessary Piece of the Business Planning Process

By |2022-08-23T15:32:34-05:00August 23rd, 2022|Accounting, All Industries, Change Management, Financial Advisors, Financial Services, Ikke-kategoriseret, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Professional Services, Quantum Growth Advisors Podcast, Topics, Uncategorized|

Advisors and business owners, do you have scheduled time in your calendar for reflecting on your business or practice?   Do you have your next vacation scheduled? Join Jon Kuttin for this special episode of Quantum Growth for Financial Advisors as he reflects on his recent vacation and time out of the office and learn how

Using Financial Planning to Drive Client Engagement

By |2022-08-05T09:48:50-05:00August 4th, 2022|Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Quantum Growth Advisors Podcast, seminars|

As the market volatility and uncertainty in 2022 continues, many advisors are leaning on a true comprehensive financial planning approach to help clients plan for their long-term goals. Advisors, are you currently offering true comprehensive financial advice to your clients?  If not, it may be the right time to look at this business vertical very

Leveraging Educational Seminars for Turn-Key Client Acquisition

By |2022-07-26T14:10:17-05:00July 20th, 2022|Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Quantum Growth Advisors Podcast, seminars|

As the COVID-19 pandemic seems to be coming to an end, advisors and clients alike are getting back out into the world and engaging with each other in a face-to-face setting again. Like Jonathan Kuttin, many financial advisors that started their careers in the 1990’s utilized educational and dinner seminars to build out their client

Transitioning as an Advisor During Down and Volatile Markets

By |2022-07-06T17:25:51-05:00July 6th, 2022|Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Quantum Growth Advisors Podcast|

It's 2022 and seemingly the 10 year bull market in US equities has come to an abrupt end.   If you are an advisor in transition or a newer advisor to the industry, this type of environment may not be familiar or comfortable for you to make a business move or service your valued clients. Listen

Exploring Mastermind Groups & The Quantum Growth Mastermind Program

By |2022-06-22T16:46:46-05:00June 22nd, 2022|Accounting, All Industries, Change Management, Financial Advisors, Financial Services, Ikke-kategoriseret, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Professional Services, Quantum Growth Advisors Podcast, Topics, Uncategorized|

Mastermind Groups are a great avenue where like minded entrepreneurs, visionaries, and leaders can share best practices and collaborate to better improve themselves and their businesses.   In this episode, our special guest host Jon Randall discusses with Jon Kuttin their joint experience leading the Quantum Growth Mastermind Program with high producing advisors and how

How Advisors Can Connect and Collaborate with Attorneys

By |2022-06-09T16:14:37-05:00June 9th, 2022|Accounting, All Industries, Attorneys, Change Management, Financial Advisors, Financial Services, Ikke-kategoriseret, Industries, Leadership, Legal Services, Marketing, Practice Management, Professional Alliances, Professional Development, Professional Services, Quantum Growth Advisors Podcast, Topics, Uncategorized|

As the advice industry evolves, Financial Advisors, Attorneys and other Professionals are continuously making more of a concerted effort to seek out other Centers of Influence and Referral Sources to grow their practices. In this episode, Jon Kuttin speaks with Lisa Roser, Head of Marketing & Sales at Lawyers with Purpose.  Listen in as they

Key Takeaways From the EOS Conference™ with Ray Kelly

By |2022-05-25T16:33:27-05:00May 25th, 2022|Accounting, All Industries, Change Management, Financial Advisors, Financial Services, Ikke-kategoriseret, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Professional Services, Quantum Growth Advisors Podcast, Topics, Uncategorized|

The EOS Conferences™ are a great platform where entrepreneurs, visionaries, and leaders can share their best practices and advice. In this episode, Jon Kuttin speaks with Ray Kelly, Senior Vice President & Consultant at Think2Perform, who recently returned from the EOS Conference™. Ray shares the key takeaways that strongly resonated with him while shedding light

How to Account for Growth: Transitioning from Advisor to CEO

By |2022-05-13T10:33:15-05:00May 11th, 2022|Accounting, All Industries, Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Professional Services, Quantum Growth Advisors Podcast, Topics, Uncategorized|

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

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