This Week on Quantum Growth for Financial Advisors: We're excited to welcome back one of our most insightful and frequent guests, Jon Randall. In this episode, Jon Kuttin and Jon Randall explore what it takes to become a million-dollar producer. Randall emphasizes the critical role of mindset and adaptability, pointing out that many advisors plateau in their

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This Week on Quantum Growth for Financial Advisors, we’re excited to welcome back one of our most frequent and insightful guests, Jon Randall. In this episode, Jon Kuttin and Jon Randall dive deep into how financial advisors can attract, prospect, and engage high-value clients—especially during times of market volatility. Jon Randall highlights that consistent and

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In this week’s episode of Quantum Growth for Financial Advisors, Jon welcomes Lera Kooper, Partner at Accountability Services, for an insightful conversation about the evolving role of CPAs in today’s advisory landscape. Lera shares her journey of transforming traditional, compliance-focused accounting into a proactive, year-round advisory service aimed at reducing stress for business owners and maximizing long-term value. She and

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Part 3 of Our Hands-On Session with Jon Kuttin is Here! In this episode, Jon dives into the challenge of making the intangible tangible, emphasizing the importance of accountability and raising standards as a business grows. He introduces the phrase "higher level, new devil," highlighting how success brings fresh challenges that demand quick solutions. Drawing

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Ready for part 2 of a real hands-on session with Jon Kuttin on decision making? Today, Jon goes deeper on this topic and focuses on the essential transition from conceptualization to implementation. He reviews a real example with his wealth management firm's commitment to moving clients' assets to a discretionary management system to enhance efficiency

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Ready for a real hands-on session with Jon Kuttin on decision making? Join us for this week’s podcast with Jon as he delves into the distinction between decision-making and action, using a parable about frogs to illustrate that deciding to act is not the same as taking action. Jon outlines the concept of adult learning as

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On this week’s episode of Quantum Growth for Financial Advisors, we shift gears towards the accounting firm industry and delve into a concept that is one of the core focuses of Kuttin Consulting Group - accounting firm partnerships.  Today, we take it a step further and talk about accounting firm acquisitions as it relates to wealth

The post Financial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon Hay appeared first on Kuttin Consulting Group.

On this week’s episode of Quantum Growth for Financial Advisors, we welcome back Jon Randall again to dive into part 3 of our 3-part series about identifying constraints in your advisory business. Can you actively identify the true constraints within your business and overcome them to achieve sustainable growth?  Jon Randall and Jon Kuttin dive

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As we head into the last few weeks of 2024 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

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Welcome back to Quantum Growth for Financial Advisors for one of our last episodes of 2024! This week, Jon welcomes Libby Greiwe of The Efficient Advisor to the show to talk about all things efficiency when running your advisory practice. Libby shares her transformative experience in the financial advisory industry, detailing how she restructured her

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