Quantum Growth for Financial Advisors

Do you want your team to follow you because “you say so”? Or because they believe in your vision? If you picked the latter, your business might need a cultural transformation. In this episode, Jon Kuttin gets on the other side of the mic and is interviewed by Ryan Goulart, vice president of business development

The post A Cultural Transformation: How To Drive Your Vision and Nurture Future Leaders appeared first on Kuttin Consulting Group.

Whether you’re moving from one firm to another, going independent, or preparing for an exit, having a process in place can make your transition easier. In this episode, Jon Kuttin joins Frank LaRosa, founder, and CEO of Elite Consulting Partners and host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa.” Together,

The post Navigating Your Transition as a Financial Advisor with Frank LaRosa appeared first on Kuttin Consulting Group.

Are you a CEO that has plans of growing your business, but your best-laid plans often go astray? Are you spending more time working in the business than working on the business? If you answered yes to one or both of the questions above, you might want to consider making a change, and Jon Randall,

The post How to Become a True CEO of Your Business with Jon Randall, CMC™ appeared first on Kuttin Consulting Group.

Are you an advisor looking to grow your practice inorganically? Or an advisor looking to create an exit strategy? Either way, you might be interested in learning about the current landscape for mergers and acquisitions (M&A). In this episode, Jon Kuttin speaks with David Grau Jr., founder, and CEO of Succession Resource Group. David talks

The post 2021 M&A Recap in the Financial Services Space & Looking Ahead to 2022 With David Grau Jr. appeared first on Kuttin Consulting Group.

When you WOW your clients with an unforgettable experience, they tell their friends and family about it. In other words, improving your client experience is a great way to boost referrals! In this episode, Jon Kuttin speaks with returning guest Jon Randall, CMC™, chief coaching officer at Dynamic Directions. Together, they outline the different client

The post The “WOW” Experience – How to Replicate Your Best Clients With Jon Randall, CMC™ appeared first on Kuttin Consulting Group.

To offer a more holistic and proactive client experience, establishing strong advisor-CPA relationships is crucial. In this episode, Jon Kuttin speaks with returning guest Anton Anderson, managing partner at Elite Resource Team. They explore strategies to win over CPA partnerships and get more referrals in a period of 90 days, along with marketing tips to

The post The Virtual Family Office: How To Nurture Advisor-CPA Relationships With Anton Anderson appeared first on Kuttin Consulting Group.

Are you a leader? What should a leader look like in your workplace?  Having effective leadership within a workplace and providing valuable tools and tactics for individuals to grow their own leadership skills is beneficial for every avenue of a business. In this episode, Jon Kuttin talks to Ray Kelly, Senior Vice President & Consultant

The post Identify Your Weaknesses and Opportunities to Improve Your Level of Leadership with Ray Kelly appeared first on Kuttin Consulting Group.

Improving your client engagement makes you far more referable. Plus, it opens the doors for valuable feedback that helps your advisory practice grow! In this episode, Jon Kuttin speaks with Julie Littlechild, the founder and CEO at Absolute Engagement and the co-host of the Becoming Referable podcast. Julie shares proven strategies (backed by comprehensive market

The post Take Your Client Engagement to the Next Level With Julie Littlechild appeared first on Kuttin Consulting Group.

Do you want to elevate your client experience but don’t know where to start? It’s time to create a client advisory board — where your best clients will tell you exactly what they need! In this episode, Jon Kuttin speaks with Stephen Wershing, president of The Client Driven Practice. Stephen shares his comprehensive 7-step process

The post How Client Advisory Boards Can Elevate Your Client Experience With Stephen Wershing appeared first on Kuttin Consulting Group.

Oftentimes, advisors have multiple great ideas to scale their practice. But the real challenge lies in understanding how to prioritize ideas and implement them effectively. Does this sound relatable? In this episode, Jon Kuttin speaks with Jon Randall, CMC™, chief coaching officer at Dynamic Directions. They discuss strategies to help you bring your business plans

The post Overcome the Execution Gap: How To Bring Ideas to Fruition With Jon Randall, CMC™ appeared first on Kuttin Consulting Group.