More Of Everything? Or Is It Time To Go Deeper For Growth?

As advisors and business owners, we tend to always have a focus on the next big growth goal, acquisition, or expansion within our business.   But is more always better? On this episode of Quantum Growth for Financial Advisors, Jon Kuttin reviews talking points and reflections about whether it may be time to focus on what

AdvisorHub’s Future Outlook of the Wealth Management Industry

The advice industry is changing rapidly.  The pandemic has greatly accelerated the pivot to a complete digital client experience and has also caused a "shake-up" within the M&A world as business owners look to sell and merge their existing practices for a greater benefit. This week, we are back with a special episode featuring Tony

Creating Advisor Capacity Part 2 – Leveraging Associate Advisors

We are back with Part 2 of our discussion with Jon Randall around Creating Advisor Capacity. If you are looking to free up your time within your advisory practice and focus on the future with your client service model and the expansion of your team, this episode is a must listen for your business. In

Creating Advisor Capacity and Expanding Your Client Facing Advisory Team

Are you looking to free up your time within your advisory practice?  Do you think you have TOO MANY clients?  Are you thinking about hiring a junior advisor or staff member within the next year to create capacity within your organization? If so, this podcast is for you.  Join Jon Kuttin and returning guest Jon

Introduction to the EOS Framework and Working with an Implementer

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

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

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

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

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

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

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