Taking WOW to the Next Level: Beyond Thoughtful Gestures with Michael Futterman

On this week's episode of Quantum Growth for Financial Advisors, we welcome Mike Futterman! Mike and Jon discuss the importance of advisors narrowing down their client base to a manageable number and providing exceptional service beyond just financial aspects in today's competitive marketplace. The conversation revolved around the impact of chemicals like oxytocin, dopamine, and

The Seven Motivations of Leaders and Driving Employee Engagement Featuring Ray Kelly

We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, Ray discusses how to achieve full engagement from a team. Ray emphasizes the importance of understanding employee motivations and delves into some key insights and findings on how to influence that process

A Discussion on the Entrepreneurial Operating System (EOS)

On this week's episode of Quantum Growth for Financial Advisors, Jena and Jon delve into the concept of EOS, with Jon sharing his firm's experience using it and its commonality among successful entrepreneurial businesses. They discuss the roles of a visionary and an integrator within a business and how EOS helps in defining and achieving

Best Quantum Growth Moments of 2023

As we head into the last few weeks of 2023 and get ready for the holiday season, we wanted to end this year of growth and personal development on a positive note and recap some of the best moments from our guests on the Quantum Growth for Financial Advisors podcast this year! Listen in for

Featured Podcast: Ray Kelly on The Million Dollar Producer Show – Transformative Leadership to Build a Billion-Dollar Wealth Management Firm

We are back with a special episode this week before Thanksgiving featuring Ray Kelly on the Million Dollar Producer show, hosted by Paul G. McManus. In this episode, Paul welcomes leadership expert Ray Kelly to his podcast. As a leadership coach and a pivotal figure in the financial advisory world, Ray has dedicated his career

From Solo Advisor to Elite Organization – Episode 401 – 5M to 10M GDC – Part 1

We are back with another episode of Quantum Growth for Financial advisors with Jon Randall & Jon Kuttin.  This week, we continue our Multi-Part Educational Classroom Series for Financial Advisors Looking for Quantum Growth within their Practices! In our first episode we reviewed the beginning of the journey as an advisor to get to 1M

Introducing Our FASS Founding Member – Frank LaRosa

We are back with our next FASS founder spotlight on the Quantum Growth for Financial Advisors podcast. Today, we introduce Frank LaRosa, CEO and President of Elite Consulting Partners. The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want to learn and grow alongside some of the

Introducing Our FASS Founding Member – Tina Beck

We are back with our next FASS founder spotlight on the Quantum Growth for Financial Advisors podcast. Today, we introduce Tina Beck, CMO of Elite Consulting Partners and President of Elite Marketing Concepts The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want to learn and grow

Introducing Our FASS Founding Member – Ray Kelly

We are back with another episode of Quantum Growth for Financial Advisors to introduce our next FASS founding member - Ray Kelly! The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want to learn and grow alongside some of the best thought leaders in the industry. Tune

Introducing Our FASS Founding Member – Anton Anderson

We are back with another episode of Quantum Growth for Financial Advisors to introduce our next FASS founding member - Anton Anderson! The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want to learn and grow alongside some of the best thought leaders in the industry. Tune

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