Quantum Growth for Financial Advisors

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 --- “Simple, Complex, Simple” or the concept of profound simplicity and the choice to either go

The post Breaking Down Jon’s Favorite Leadership Quotes in Detail Part 2 with Jon Kuttin appeared first on Kuttin Consulting Group.

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 New Clients and Keep Them for Life to learn the neuroscience and communication techniques to

The post Why You Need to Have Deep and Meaningful Conversations With Your Clients with Mary Schmid appeared first on Kuttin Consulting Group.

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 Fun and author of The Short Book Formula: A Financial Professional’s Guide to Writing a

The post Writing a Book to Attract Clients to Your Wealth Management Firm with Paul G. McManus appeared first on Kuttin Consulting Group.

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 sayings and explain how to apply them step by step to your business: Vison Plan

The post Breaking Down Jon’s Favorite Leadership Quotes in Detail with Jon Kuttin appeared first on Kuttin Consulting Group.

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 Kuttin and Derrick Kinney of Good Money Framework and author of the Wall Street Journal

The post Realizing Your Greater Purpose to Differentiate Your Prospecting Approach with Derrick Kinney appeared first on Kuttin Consulting Group.

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 first episode we reviewed the beginning of the journey as an advisor to get to

The post From Solo Advisor to Elite Organization – Episode 301 – 2.5M to 5M GDC appeared first on Kuttin Consulting Group.

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 and accountants. Today, we review the 1st and 2nd meeting process and framework that we

The post Building Relationships with CPAs and Accountants – The Initial Steps with Joseph Greco appeared first on Kuttin Consulting Group.

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.  Today we are focusing on the VTO tool (the vision traction organizer) and how this

The post Breaking Down The Vision Traction Organizer And Making It Applicable To Your Business appeared first on Kuttin Consulting Group.

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 Jon Randall and Jon Kuttin for our 201 Episode focused on Advisors looking to reach

The post From Solo Advisor to Elite Organization – Episode 201 – 1M to 2.5M GDC appeared first on Kuttin Consulting Group.

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 about the noteworthy trends in M&A for financial advisors that occurred last year and compares

The post 2022 M&A Recap in the Financial Services Space & What’s Next for the Industry appeared first on Kuttin Consulting Group.