About Jon Kuttin

Jon Kuttin is a Barron’s Hall of Fame Advisor with 25+ years of experience leading and growing a financial advisory practice. Driven by a mission to build leaders and give back to the financial services industry, Jon launched Kuttin Consulting Group to provide training and consulting services from seasoned practitioners. Jon is skilled at building companies, M&A, leadership, Professional Alliances, Recruiting, and other growth oriented activities. He regular speaks and contributes articles and has been featured in a number of publications including Financial Advisor Magazine. In addition to serving as CEO of Kuttin Consulting Group, Jon serves as a partner in Haydenrock Solutions, a consulting firm helping CPAs build 21st century practices.

Leveraging Virtual Resources to Better Collaborate with CPAs

In this episode Anton Anderson shares his best practices for providing value to CPA firms using Elite Resource Team’s in-house virtual family office. Anton also discusses his philosophy on why most financial advisors are typically not successful in forming relationships with CPAs and how they can take steps to change their process by focusing on

By |2021-04-27T13:59:37-05:00April 27th, 2021|Quantum Growth Advisors Podcast|0 Comments

Cultivating Junior Advisors

In this episode Jonathan Kuttin shares his best practices for developing junior advisors. Specifically he shares the importance of creating a clear career path for advisors starting at the intern level all the way through to equity partner. Jon also discusses key skills and traits advisors need to develop at different levels of their career.

By |2021-04-14T11:17:13-05:00April 14th, 2021|Quantum Growth Advisors Podcast|0 Comments

Exploring Your Affiliation Options as a Financial Advisor

In this episode Louis Diamond, President of Diamond Consultants shares key considerations for advisors looking at their affiliation options. Louis begins by sharing how the industry has evolved over the years and how that has impacted an advisor's earning capacity and client service. Next he discusses the independence continuum and the tradeoff between independence and

By |2021-04-07T11:31:54-05:00April 7th, 2021|Quantum Growth Advisors Podcast|0 Comments

Driving Profit And Client Value Through An Insourced CIO

In this episode, Chris Shuba of Helios Quantitative Research, shares how leveraging an insourced CIO can improve the client asset management experience and increase profit margins for the firm. Chris shares how they leverage statistical analysis and technology to design and manage asset portfolios and how those portfolios out perform other approaches. Chris shares how

By |2021-03-24T15:03:56-05:00March 24th, 2021|Quantum Growth Advisors Podcast|0 Comments

Drivers of Practice Value and Ensuring Continuity

In this episode, Anthony Whitbeck, CEO of Advisor Legacy describes the drivers that determine practice value and what advisors can do to ensure continuity in their practice. Specifically, Whitbeck describes the three factors that drive practice value up and the three factors that drive practice value down and what advisors can do to ensure that

By |2021-03-10T11:44:25-06:00March 10th, 2021|Quantum Growth Advisors Podcast|0 Comments

Building A Culture On Purpose

On this episode of the podcast, Ray Kelly of Think2Perform discusses why advisors want to intentionally build a culture in their practice. Ray highlights the pitfalls of not consciously building a culture and how an unconscious culture can undermine all other growth strategies. Ray also shares questions advisors can ask themselves to help them start

By |2021-03-03T20:04:56-06:00March 3rd, 2021|Quantum Growth Advisors Podcast|0 Comments

CPA Relationship Model – Building A Lasting Business Partnership

In this episode, Barron's Hall of Fame Advisor, Jonathan Kuttin, shares the model he uses to build CPA partnerships. Jon walks through the key strategies he uses to leverage his existing client base to make connections with CPAs and to differentiate himself from other advisors targeting CPAs. Jon shares some of the lessons learned and

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