Quantum Growth for Financial Advisors

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

The post Elevating Your Collaborative Approach: Less Clients, More Value appeared first on Kuttin Consulting Group.

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

The post Reflection: A Necessary Piece of the Business Planning Process appeared first on Kuttin Consulting Group.

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

The post Using Financial Planning to Drive Client Engagement appeared first on Kuttin Consulting Group.

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

The post Leveraging Educational Seminars for Turn-Key Client Acquisition appeared first on Kuttin Consulting Group.

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

The post Transitioning as an Advisor During Down and Volatile Markets appeared first on Kuttin Consulting Group.

Mastermind Groups are a great avenue where like minded entrepreneurs, visionaries, and leaders can share best practices and collaborate to better improve themselves and their businesses.   In this episode, our special guest host Jon Randall discusses with Jon Kuttin their joint experience leading the Quantum Growth Mastermind Program with high producing advisors and how

The post Exploring Mastermind Groups & The Quantum Growth Mastermind Program appeared first on Kuttin Consulting Group.

As the advice industry evolves, Financial Advisors, Attorneys and other Professionals are continuously making more of a concerted effort to seek out other Centers of Influence and Referral Sources to grow their practices. In this episode, Jon Kuttin speaks with Lisa Roser, Head of Marketing & Sales at Lawyers with Purpose.  Listen in as they

The post How Advisors Can Connect and Collaborate with Attorneys appeared first on Kuttin Consulting Group.

The EOS Conferences™ are a great platform where entrepreneurs, visionaries, and leaders can share their best practices and advice. In this episode, Jon Kuttin speaks with Ray Kelly, Senior Vice President & Consultant at Think2Perform, who recently returned from the EOS Conference™. Ray shares the key takeaways that strongly resonated with him while shedding light

The post Key Takeaways From the EOS Conference™ with Ray Kelly appeared first on Kuttin Consulting Group.

You might reach a point in your practice when your excessive client work leaves no room to focus on future business growth and scalability.   This might be the ideal time to transition from being a client-facing advisor to a CEO who leads the company.   In this episode, Jon Kuttin is interviewed by Louis

The post How to Account for Growth: Transitioning from Advisor to CEO appeared first on Kuttin Consulting Group.

Advisors, are you ready to take control of your company’s helm? This means focusing less on client work and more on business development as a leader! In this episode, Jon Kuttin helps you leap from being just an advisor to leading your company as an entrepreneur. Jon draws from his experience in using the Entrepreneurial

The post Using the EOS System to Turn Advisors into Entrepreneurs appeared first on Kuttin Consulting Group.