From Solo Advisor to Elite Organization – Episode 301 – 2.5M to 5M GDC

We are back with another episode of Quantum Growth for Financial advisors with Jon Randall & Jon Kuttin.  This week, we continue our new 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

From Solo Advisor to Elite Organization – Episode 201 – 1M to 2.5M GDC

We are back with another episode of Quantum Growth for Financial advisors with Jon Randall & Jon Kuttin.  This week, we continue on 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 201 Episode focused on Advisors looking to reach

From Solo Advisor to Elite Organization – Episode 101 – Up to 1M GDC

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

Greatest Hits Part 2 – The Best Quantum Growth Guest Moments from 2022

We are back with our last episode of 2022! Listen in for Part 2 of the best moments from the Quantum Growth for Financial Advisors Podcast! We hope you had a great year and we can’t wait to see you in 2023! Featuring Clips From: Jon Randall eXtraordinary Coaching Mitchell York Certified EOS Implementer Lisa

Greatest Hits – The Best Quantum Growth Guest Moments from 2022

As we head into the last few weeks of 2022 and get ready for the holiday season, we wanted to end this busy year on the theme of reflection and recap some of the best moments from our guests on the Quantum Growth for Financial Advisors podcast! Listen in for nuggets of wisdom from our

Creating Advisor Capacity Part 3 – Taking the Leap to Form an Ensemble Practice

We are back with another episode of Quantum Growth for Financial Advisors! Tune in today for Part 3 of our in-depth discussion with Jon Randall to continue down the path on our current theme of “Creating Advisor Capacity” within your business. In Part 2 of the series, we reviewed these concepts: When to Bring on

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

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