Quantum Growth for Financial Advisors

Quantum Growth for Financial Advisors episodes:

• 06.12.2024

  The Language of Referrals Part 2 with Bill Cates

  Welcome back to Quantum Growth for Financial Advisors!  This week, we welcome back Bill Cates again, the referral coach to discuss his new book “The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients”...

  
• 05.29.2024

  The Language of Referrals with Bill Cates

  Welcome back to Quantum Growth for Financial Advisors!  This week, we welcome back Bill Cates, the referral coach to discuss his new book “The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients” and...

  
• 05.15.2024

  The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice with Paul G. McManus and Tony Maree Torrey

  Welcome back to the show Quantum Growth for Financial Advisors listeners!  Today we welcome back Paul G. McManus and Tony Maree Torrey of More Clients More Fun (MCMF) Publishing to discuss going deeper on synergistic marketing in the financial services...

  
• 05.01.2024

  Unlocking Your True Entrepreneurial Potential Part 2 with Dan Sullivan

  We are back with another special episode of Quantum Growth for Financial Advisors podcast featuring the founder and president of Strategic Coach, Dan Sullivan! For Part 2 of this 2 Part Episode, today we talk about how to unlock your...

  
• 04.17.2024

  Unlocking Your True Entrepreneurial Potential Part 1 with Dan Sullivan

  We are back with another special episode of Quantum Growth for Financial Advisors podcast featuring the founder and president of Strategic Coach, Dan Sullivan! For Part 1 of this 2 Part Episode, today we talk about how to unlock your...

  
• 04.04.2024

  Quantum Growth: Navigating Expansion, Change and Success in Wealth Management with Jared Cohen

  On this week’s episode of Quantum Growth for Financial Advisors, we welcome one of our most successful coaching clients - Jared Cohen, CEO and founder of Onyx Bridge Wealth Group. Jared shares his journey from a large broker dealer to...

  
• 03.20.2024

  Situational Leadership Masterclass with Jon Kuttin

  Ready for a real hands-on and problem solving session with Jon Kuttin on situational leadership? Join us for this week’s podcast with Jon and a hands on training with the KWM team as Jon goes deep into understanding how to...

  
• 03.06.2024

  Featured Podcast: Top Advisor Marketing Podcast – Insider Secrets for Accelerating Growth With Jon Kuttin and Matt Halloran

  This week, we have a special episode featuring Jon Kuttin and Matt Halloran on the Top Advisor Marketing Podcast by ProudMouth! Advisors, what are some proven tactics and strategies that advisors can employ to accelerate growth and achieve their goals? In...

  
• 02.15.2024

  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...

  
• 02.01.2024

  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...

  
• 01.17.2024

  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...

  
• 01.03.2024

  Leading Financial Services Teams – Small Changes That Lead to Big Results with Julie Genjac and John Diehl of Hartford Funds

  As we start off 2024, are you looking at changes to make within your team to drive better results this year? On this week’s episode of the Quantum Growth for Financial Advisors podcast, we talk to Julie Genjac and John...

  
• 12.20.2023

  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...

  
• 12.06.2023

  Leveraging Financial Data to Drive Business Results with Sean Rogers

  Are you automating your bookkeeping and leveraging technology for business growth? On this week’s episode of the Quantum Growth for Financial Advisors podcast, we talk to Sean Rogers, the founder and CEO of Digital Financial Officers. Sean shares his experience...

  
• 11.22.2023

  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...

  
• 11.08.2023

  10x Growth: Unleashing the Power of Exponential Success Part 2 with Dan Sullivan

  We are back again this week with Part 2 of one our most anticipated episodes of the Quantum Growth for Financial Advisors Podcast! This week, we welcome back Dan Sullivan of Strategic Coach to our show to continue the discussion...

  
• 10.25.2023

  10x Growth: Unleashing the Power of Exponential Success Part 1 with Dan Sullivan

  We are back this week with one of our most anticipated episodes of the Quantum Growth for Financial Advisors Podcast! This week, we welcome Dan Sullivan of Strategic Coach to our show to talk about his new book: 10x Is...

  
• 10.11.2023

  Leveraging LinkedIn Marketing to Increase Your Influence and Drive Results with Paul G. McManus

  We are back with our another episode of Quantum Growth for Financial Advisors with Jon Kuttin to learn how you can leverage one of the most powerful and networking tools in the financial services industry - LinkedIn! Join Jon Kuttin...

  
• 09.27.2023

  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...

  
• 09.13.2023

  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...

  
• 09.07.2023

  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...

  
• 08.30.2023

  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...

  
• 08.23.2023

  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...

  
• 08.16.2023

  Introducing Our FASS Founding Member – Jon Randall

  We are back with another episode of Quantum Growth for Financial Advisors to introduce our first FASS founding member - Jon Randall! The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want...

  
• 08.09.2023

  Introducing the Financial Advisor Success Syndicate with Jon Kuttin

  We are back with another episode of Quantum Growth for Financial Advisors to reveal a HUGE announcement for the wealth management industry! Today, Jon Kuttin announces the Financial Advisor Success Syndicate, a free group for qualified financial advisors and wealth...

  
• 07.27.2023

  Featured Podcast: Human-Centric Investing Podcast – How to Create a Leadership Culture That Drives Results with Jon Kuttin

  In this episode of the Human-centric Investing Podcast, hosts John and Julie are joined by Jon Kuttin, a highly successful financial advisor and leader in the industry. They discuss the importance of transitioning from being a financial professional to becoming...

  
• 07.07.2023

  SPECIAL EPISODE: Jon Kuttin Featured on the Women Choosing Growth Podcast with Tina Sue

  SPECIAL EPISODE: Jon Kuttin was featured on the Women Choosing Growth podcast with Tina Sue a few weeks ago and we wanted to repost it to our network for our Quantum Growth for Financial Advisors to listen in! On this...

  
• 07.05.2023

  The Golden Opportunity Right Now in the Advice and Wealth Management Industry with Ryan George

  We are back this week with another episode of Quantum Growth for Financial Advisors to talk about technology, scale and efficiency as it related to client communication in the wealth management industry. Filling in for Jon this week is Joseph...

  
• 06.21.2023

  Breaking Down Jon’s Favorite Leadership Quotes in Detail Part 2 with Jon Kuttin

  We are back with another episode of Quantum Growth for Financial Advisors to pick Jon Kuttin’s brain on his favorite leadership quotes and sayings. Today, Jon Kuttin and Joseph Greco go deep into two of Jon’s favorite leadership concepts ---...

  
• 06.08.2023

  Why You Need to Have Deep and Meaningful Conversations With Your Clients with Mary Schmid

  We are back with our newest episode of Quantum Growth for Financial Advisors for a special treat for our audience this week.  This episode, we speak with Mary Schmid, author of Make or Break Conversations: How Smart Financial Professionals Land...

  
• 05.25.2023

  Writing a Book to Attract Clients to Your Wealth Management Firm with Paul G. McManus

  We are back with our another episode of Quantum Growth for Financial Advisors with Jon Kuttin to learn how you can become an author in the financial services space. Join Jon Kuttin and Paul G. McManus of More Clients More...

  
• 05.10.2023

  Breaking Down Jon’s Favorite Leadership Quotes in Detail with Jon Kuttin

  We are back with another episode of Quantum Growth for Financial Advisors to pick Jon Kuttin's brain on his favorite leadership quotes and sayings. Today, Jon Kuttin and Joseph Greco go deep into a few of Jon's favorite concepts and...

  
• 04.26.2023

  Realizing Your Greater Purpose to Differentiate Your Prospecting Approach with Derrick Kinney

  We are back with our newest episode of Quantum Growth for Financial Advisors to learn how to differentiate yourself from the crowd of other financial professionals and wealth managers by taking a unique approach to your prospecting process. Join Jon...

  
• 04.12.2023

  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...

  
• 03.29.2023

  Building Relationships with CPAs and Accountants – The Initial Steps with Joseph Greco

  Join us today for a special episode of Quantum Growth for Financial Advisors where we delve into how we teach advisors that we coach at Kuttin Consulting Group about our own internal processes and systems to build relationships with CPAs...

  
• 03.15.2023

  Breaking Down The Vision Traction Organizer And Making It Applicable To Your Business

  We are back with another episode of Quantum Growth for Financial Advisors to break down the EOS System (Entrepreneurial Operating System) with Jon Kuttin and how this tool can help you gain clarity with your vision and organize your business. ...

  
• 03.01.2023

  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...

  
• 02.15.2023

  2022 M&A Recap in the Financial Services Space & What’s Next for the Industry

  We are back with our next episode of Quantum Growth for Financial Advisors!  This week, we review the M&A; space with David Grau Jr. at Succession Resource Group to recap what the wealth management industry saw in 2022. David talks...

  
• 02.01.2023

  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 -...

  
• 01.20.2023

  Jon Answers Leadership Questions – Actionable Techniques to Lead Your Growing Organization

  Advisors, as we kick off 2023 and look forward to a strong year ahead – we wanted to start this year off with a focus on leadership. This week, Jon reviews 5 thoughtful leadership questions that were asked of him...

  
• 12.29.2022

  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...

  
• 12.14.2022

  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...

  
• 12.01.2022

  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...

  
• 11.18.2022

  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...

  
• 11.02.2022

  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...

  
• 10.19.2022

  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...

  
• 10.05.2022

  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...

  
• 09.21.2022

  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...

  
• 09.07.2022

  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...

  
• 08.23.2022

  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...