We’re back with another solo episode of Quantum Growth for Financial Advisors with Jon Kuttin. Today, Jon explores why financial advisors are increasingly acquiring or partnering with accounting firms to build integrated, family-office-style experiences. He explains how private equity and family office capital—once focused on RIAs—has moved into the accounting middle market, driving up valuations

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We’re back with another solo episode of Quantum Growth for Financial Advisors with Jon Kuttin. In this short, high-impact strategy session, Jon challenges advisors and firm leaders to rethink how they pursue growth—and why continuing to focus on “table stakes” activities almost always leads to linear results. Drawing from recent leadership offsites and his own

The post From Table Stakes to 10x: Designing the Work That Actually Scales Your Business with Jon Kuttin appeared first on Kuttin Consulting Group.

We are back our 1st episode of Quantum Growth for Financial Advisors in 2026 to welcome Anton Anderson back to the show! As January 2026 begins, this episode invites financial advisors to step back and reassess where their businesses—and their energy—are really going. Against the backdrop of a massive generational wealth transfer and growing public

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We’re back with our final episode of Quantum Growth for Financial Advisors for 2025. As we close out the year, we’re celebrating the conversations, insights, and moments that defined our show. This special end-of-year compilation brings together the most impactful clips, biggest takeaways, and clips from our listener's favorite episodes. Thank you for being part

The post Looking Back, Moving Forward – The Best Quantum Growth Moments From 2025 appeared first on Kuttin Consulting Group.

We are back with another episode of Quantum Growth for Financial Advisors! On this episode, we give our Quantum Growth listeners a special treat with a guest episode featuring Jon Kuttin on AdvisorTalk with Frank LaRosa. Frank goes deep with Jon on why he believes he has been so successful acquiring practices over the years

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We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, we give our Quantum Growth listeners insights from Ray Kelly on another powerful FASS (Financial Advisor Success Syndicate) session—this one centered around the evolving intersection of technology and humanity within financial services.

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We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, we give our Quantum Growth listeners insights from Ray Kelly on a special FASS (Financial Advisor Success Syndicate) session we recorded a few months ago. In this episode, Ray Kelly dives into

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We’re back with another episode of Quantum Growth for Financial Advisors with Jon Kuttin. This week, we share some clips and snippets from a recent top producer mastermind group with Jon Kuttin and Jon Randall of XFA.Coach. Jon dives into some of the harsh realities when scaling a wealth management practice and addresses some of the difficult

The post Grit, Growth, and the Conversations No One Wants to Have with Jon Kuttin appeared first on Kuttin Consulting Group.

This Week on Quantum Growth for Financial Advisors, Jon Kuttin and Jon Randall continue the discussion around building a scalable and right-sized business. Today’s discussion centers on helping financial advisors attract their ideal clients by overcoming a common challenge — working with too many non-ideal clients that limit growth and service quality. Jon Kuttin and

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This Week on Quantum Growth for Financial Advisors, Jon Kuttin and Jon Randall continue the discussion around properly pricing your services to the end client. Today's discussion focuses on the challenges faced by financial advisors, particularly the issue of managing an overwhelming client base. Jon Randall highlights the significance of narrowing down clients to enhance service

The post How to Scale an Advisory Practice Part 2: More Value, Fewer Clients with Jon Randall appeared first on Kuttin Consulting Group.