Quantum Growth for Financial Advisors

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” and to talk about how to truly believe in the value you provide to your The post The Language of Referrals Part 2 with Bill Cates appeared first on Kuttin Consulting Group.

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 to talk about how to truly believe in the value you provide to your clients. The post The Language of Referrals with Bill Cates appeared first on Kuttin Consulting Group.

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 industry. Paul and Tony introduce the concept of the “influencer accelerator” strategy to leverage guest The post The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice with Paul G. McManus and Tony Maree Torrey appeared first on Kuttin Consulting Group.

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 true entrepreneurial potential. Dan and Jon reflect on the inherent traits of entrepreneurs and their The post Unlocking Your True Entrepreneurial Potential Part 2 with Dan Sullivan appeared first on Kuttin Consulting Group.

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 true entrepreneurial potential. Dan and Jon reflect on the inherent traits of entrepreneurs and their The post Unlocking Your True Entrepreneurial Potential Part 1 with Dan Sullivan appeared first on Kuttin Consulting Group.

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 launching an RIA and the remarkable growth his team has undergone. He discussed the organic The post Quantum Growth: Navigating Expansion, Change and Success in Wealth Management with Jared Cohen appeared first on Kuttin Consulting Group.

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 effectively leverage the situational leadership model to lead down, across and up across your organization. The post Situational Leadership Masterclass with Jon Kuttin appeared first on Kuttin Consulting Group.

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 this episode, Matt Halloran is joined by Jon Kuttin – CEO of Kuttin Consulting Group, The post Featured Podcast: Top Advisor Marketing Podcast – Insider Secrets for Accelerating Growth With Jon Kuttin and Matt Halloran appeared first on Kuttin Consulting Group.

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 today's competitive marketplace. The conversation revolved around the impact of chemicals like oxytocin, dopamine, and The post Taking WOW to the Next Level: Beyond Thoughtful Gestures with Michael Futterman appeared first on Kuttin Consulting Group.

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 motivations and delves into some key insights and findings on how to influence that process The post The Seven Motivations of Leaders and Driving Employee Engagement Featuring Ray Kelly appeared first on Kuttin Consulting Group.

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 visionary and an integrator within a business and how EOS helps in defining and achieving The post A Discussion on the Entrepreneurial Operating System (EOS) appeared first on Kuttin Consulting Group.

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 Diehl of Hartford Funds to review some key concepts of leading financial services teams by The post Leading Financial Services Teams – Small Changes That Lead to Big Results with Julie Genjac and John Diehl of Hartford Funds appeared first on Kuttin Consulting Group.

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 our guests on the Quantum Growth for Financial Advisors podcast this year! Listen in for The post Best Quantum Growth Moments of 2023 appeared first on Kuttin Consulting Group.

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 in providing personal CFO work to high-net-worth individuals and their families which led him to The post Leveraging Financial Data to Drive Business Results with Sean Rogers appeared first on Kuttin Consulting Group.

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 coach and a pivotal figure in the financial advisory world, Ray has dedicated his career The post Featured Podcast: Ray Kelly on The Million Dollar Producer Show – Transformative Leadership to Build a Billion-Dollar Wealth Management Firm appeared first on Kuttin Consulting Group.

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 about his new book: 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by The post 10x Growth: Unleashing the Power of Exponential Success Part 2 with Dan Sullivan appeared first on Kuttin Consulting Group.

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 Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less. Jon has been a The post 10x Growth: Unleashing the Power of Exponential Success Part 1 with Dan Sullivan 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 leverage one of the most powerful and networking tools in the financial services industry - LinkedIn! Join Jon Kuttin and Paul G. McManus of More Clients More Fun and author of The Short Book The post Leveraging LinkedIn Marketing to Increase Your Influence and Drive Results with Paul G. McManus 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 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 1M The post From Solo Advisor to Elite Organization – Episode 401 – 5M to 10M GDC – Part 1 appeared first on Kuttin Consulting Group.

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 financial advisors and wealth managers who want to learn and grow alongside some of the The post Introducing Our FASS Founding Member – Frank LaRosa appeared first on Kuttin Consulting Group.