Quantum Growth for Financial Advisors

Jonathan Kuttin
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Quantum Growth for Financial Advisors

Barron's Hall of Fame Advisor Jonathan Kuttin provides interviews, strategies, tips, and insights designed to help financial advisors create quantum growth in their own practice.

  1. 4 NOV

    Identifying the Constraints in your Practice Part 2 with Jon Randall, CMC™

    On this week’s episode of Quantum Growth for Financial Advisors, we welcome back Jon Randall to dive into part 2 of our 3-part series about identifying constraints in your advisory business. Can you actively identify the true constraints within your business and overcome them to achieve sustainable growth?  Jon Randall and Jon Kuttin dive into a discussion around how many advisors overlook fundamental issues affecting their practices because they become so preoccupied with acquiring new clients and increasing revenue- i.e. “the quick fix”. Jon Kuttin and Jon Randall discuss the challenges faced by financial advisors, particularly the constraints of advisor capacity and the need to optimize client bases for improved profitability and growth. Jon Randall highlights that many advisors are overwhelmed by too many clients, which hinders their ability to take on leadership roles and respond to increasing client demand. The discussion advocated for a strategic shift towards higher net worth clients, as demonstrated by Jon and XFA’s coaching clients, who have successfully increased their revenue while reducing client numbers. Jon Kuttin and Jon Randall also emphasize the importance of addressing internal constraints and psychological barriers and that prioritizing quality over quantity in client relationships is essential for enhancing revenue, service delivery, and overall business efficiency. The discussion also encouraged the necessity for advisors to step back from their daily routines to critically evaluate their business practices, suggesting that this reflection could reveal underlying issues such as ineffective client segmentation and inadequate service delivery. Jon Randall and Jon Kuttin discuss: * Common Constraints in Wealth Management Practices * Optimizing Your Client Base for Increased Revenue * Embracing Discomfort for Business Growth * The True Constraints in Financial Advisory Practices * The Importance of Client Segmentation and Working with Higher Quality Clients. * The Role of Organizational Structure and Leadership in Scaling Financial Advisory Practices. Connect with Jon Randall: * eXtraordinary Financial Advisors Website * Jon Randall LinkedIn * Jon Randall Email Connect with Kuttin Consulting Group: * (855) 722-9393 * kuttinconsultinggroup.com * LinkedIn: Jonathan Kuttin * CPA Alliance Coaching * Request A Consultation * Submit yourself as a guest for the podcast About our Guest: Jon Randall is a Certified Master Coach® and Premier Franchise Consultant who hit #1 in GDC Growth on the FC Scorecard for the advisors he works with all over the country. With more than 15 years of experience as a practicing advisor, Jon works with some of the top financial professionals in the industry – the average GDC for the advisors he coaches being more than $1.2 MM. He is also a national presenter at financial service industry conventions and workshops around the country. Jon’s specialties in consulting include marketing, investments, financial planning, and practice management.

    30 min

  2. 9 OCT

    Identifying the Constraints in your Practice with Jon Randall, CMC™

    On this week’s episode of Quantum Growth for Financial Advisors, we welcome back a repeat guest – Jon Randall to dive into a key topic for financial advisors who are building their own practices. The focus on today’s episode is constraints within your business and how to identify and overcome them to achieve sustainable growth.  Jon Randall and Jon Kuttin dive into a discussion around how many advisors overlook fundamental issues affecting their practices because they become so preoccupied with acquiring new clients and increasing revenue- i.e. “the quick fix”.   Jon equates this to a clogged drain pipe, illustrating how failing to resolve these constraints can lead to further complications and missed opportunities. The discussion highlighted the necessity for advisors to step back from their daily routines to critically evaluate their business practices, suggesting that this reflection could reveal underlying issues such as ineffective client segmentation and inadequate service delivery. Additionally, the conversation explored the three phases of business growth, stressing the significance of client retention and experience in supporting long-term business success. The speakers shared insights from their experiences with mergers and acquisitions, noting that neglecting internal constraints often results in profit leakage and stagnation. Both Jon Randall and Jon Kuttin propose practical strategies for advisors, such as conducting a “traffic light assessment” to identify areas needing improvement and considering the development of junior advisors to manage client loads effectively. Join us for future parts of this series on the next episodes of Quantum Growth for Financial Advisors. Jon Randall and Jon Kuttin discuss: The overarching exercise of identifying the true constraints within your business Why quick fixes will not solve the underlying problem The need for continuous reflection The three phases of growth of an advisory business Why this concept is important before engaging in inorganic growth activities (such as Mergers and Acquisitions) Actionable strategies and exercises to actively assess the constraints within your business Connect with Jon Randall: * eXtraordinary Financial Advisors Website * Jon Randall LinkedIn * Jon Randall Email Connect with Kuttin Consulting Group: (855) 722-9393 kuttinconsultinggroup.com LinkedIn: Jonathan Kuttin CPA Alliance Coaching Request A Consultation Submit yourself as a guest for the podcast About our Guest: Jon Randall is a Certified Master Coach® and Premier Franchise Consultant who hit #1 in GDC Growth on the FC Scorecard for the advisors he works with all over the country. With more than 15 years of experience as a practicing advisor, Jon works with some of the top financial professionals in the industry – the average GDC for the advisors he coaches being more than $1.2 MM. He is also a national presenter at financial service industry conventions and workshops around the country. Jon’s specialties in consulting include marketing, investments, financial planning, and practice management.

    24 min

  3. 10 SEPT

    The Proven Systems that Scale Your Business with Jon Kuttin

    Join us for a special feature episode of Quantum Growth for Financial Advisors! Jon joins Derrick Kinney on his podcast – Good Money with Derrick Kinney to share his journey from starting a wealth management practice as a solo advisor to leading one of the top independent firms in the nation Jon’s reflects on his “advisor to CEO” journey and experiences as well as strategies for building a successful business and scaling a team. Jon emphasizes the importance of implementing simple systems and processes, effectively communicating vision and goals to the team, and avoiding micromanagement to achieve business growth and success. The conversation also touched on personal struggles and challenges faced by both Derek and Jon, highlighting their determination to overcome obstacles and achieve success. Learn how Jon structures his wealth management business by emphasizing the importance of specialization and building out different divisions. They detailed the functions of client-facing advisors, business development, marketing, operations, and the executive team, as well as the recent addition of key leadership roles like the chief financial officer and chief operating officer. Furthermore, they highlighted the geographical expansion of the business, with beachhead leaders overseeing different territories and teams. The conversation also delved into the importance of effective leadership and emotional competence in managing stress. Derrick discussed the need to focus only on the things that can be controlled or influenced, sharing personal experiences and insights on how this approach has helped him feel more in control of his destiny. Jon emphasizes the importance of recognizing one’s highest and best use, advocating for the hiring of individuals with expertise in areas where the business owner may lack proficiency. Additionally, both Jon and Derrick discuss the significance of effective communication in ensuring that followers comprehend the importance of leading indicators and the broader vision. The podcast also highlighted the value of investing in oneself, with Jon sharing his dedication to self-improvement through podcasts and books as a key investment. The discussion also touched on the pivotal role of financial advisors in helping clients make decisions aligned with their core values and the significance of proactive client experiences. Derrick and Jon both focused on the importance of mentoring and guiding youth to make good decisions, emphasizing the impact of education, environment, and experience on personal growth. Resources: * Good Money Revolution: How to Make More Money to Do More Good * LinkedIn: Derrick Kinney * Good Money Framework Website * The Good Money Podcast – Derrick Kinney * The Good Money Podcast Featuring Jon Kuttin – The Proven Systems that Scale Your Business * The 10 Fatal Mistakes Business Owners Make – Free Guide from Good Money Framework * Good Money Chapters – Read the first 5 chapters of Good Money Revolution for FREE! * Instagram – Derrick Kinney Connect with Jon Kuttin Kuttin and Consulting Group: * (855) 722-9393 * kuttinconsultinggroup.com * LinkedIn: Jonathan Kuttin

    1h 6m

  4. 19 AUG

    The Type Two Fun Concept: Supercharging and Sustaining Motivation Part 2 with Michael Futterman

    On this week’s episode of Quantum Growth for Financial Advisors, we welcome back Mike Futterman to the show for Part 2 of 2 of our discussion on motivation and “Type 2 Fun”! Mike and Jon continue the discussion this week around discipline and motivation.  On Part 2, we shift into the neuroscience behind motivation, emphasizing the role of dopamine and the subsequent dip in motivation levels. The discussion delved into the challenges of maintaining pursuit of goals and the need to embrace intentional discomfort in order to achieve desired outcomes. Jon and Mike’s conversation also touched on the impact of traditional motivational speakers and the potential demotivating effect of aspiring to unrealistic standards. The concept of intentional discomfort was further explored, highlighting the individual differences in tolerating discomfort and the need to push oneself out of the comfort zone. The discussion concluded with reflection on the significance of shifting focus to effort and growth rather than solely fixating on outcomes. Mike and Jon both stress the importance of recognizing and rewarding the effort put in by employees, drawing on research that supports the idea that acknowledging effort leads to sustained improvement. They also explore the concept of creating constraints to streamline decision-making, and the need for balance and choice. Finally, Mike presents a novel concept behind creating five daily habits for success, and dives into the importance of building tenacity by sticking with goals for an extended period of time that isn’t overly constraining. Listen in to learn: * Understanding Different Levels of Comfort and Discomfort * The Neuroscience Behind Motivation * A Discussion on Effort, Outcome, and Leadership * How to Shift Your Focus to Effort and Growth * The Rule of Five * Building Tenacity and Quieting the Mind * A Dive into Motivation and Tenacity Resources: * Michael Futterman – LinkedIn * Type Two Fun Consulting – Mike’s Website * Michael Futterman – Email About our Guest: Michael Futterman is a speaker and coach to financial advisors with over 20 years of experience working in the management consulting and financial services sectors.  His focus has been on team effectiveness, client retention, business growth, brain health, maximizing performance, and positive work culture​. He helps his clients identify and overcome human capital and strategic challenges through providing practice management, executive leadership, personal wellness, and business development coaching and consulting.  Connect with Jon Kuttin, Joseph Greco and Kuttin Consulting Group: * (855) 722-9393 * www.kuttinconsultinggroup.com * LinkedIn: Jonathan Kuttin * LinkedIn: Joseph Greco * Our CPA Alliances Coaching Program * Submit yourself as a guest for the podcast

    37 min

  5. 2 AUG

    The Type Two Fun Concept: Supercharging and Sustaining Motivation Part 1 with Michael Futterman

    On this week’s episode of Quantum Growth for Financial Advisors, we welcome back Mike Futterman to the show! Mike and Jon discuss the age old concepts around discipline and motivation.   Mike introduces his concept of “type two fun”, which involves intentionally choosing challenging activities that may prompt feelings of discomfort. He explains that the idea originated from mountaineers and emphasizes the significance of persevering through difficult tasks for personal growth, drawing parallels between physical and non-physical activities. Jon and Mike go deep into the significance of motivation and leadership in the financial services sector, particularly for financial advisors aiming to achieve success. They emphasized the challenges of motivating others and the psychological aspect of feeling pride and accomplishment in overcoming difficulties. Jon hits the points of the need for advisors to develop emotional intelligence as their teams grow and the science behind motivation. Mike then conducts a thought experiment with Jon, asking him to contemplate a desire and its significance, as well as the steps required to attain it his goals and how that would make him feel. Stay tuned for Part 2! Listen in to learn: * The “Type Two Fun” Concept and it’s Origins * The Importance of Perseverance in Relation to Growth * Importance of Motivation and Leadership in Financial Services * Leadership and Team Development Concepts Resources: * Michael Futterman – LinkedIn * Type Two Fun Consulting – Mike’s Website * Michael Futterman – Email About our Guest: Michael Futterman is a speaker and coach to financial advisors with over 20 years of experience working in the management consulting and financial services sectors.  His focus has been on team effectiveness, client retention, business growth, brain health, maximizing performance, and positive work culture​. He helps his clients identify and overcome human capital and strategic challenges through providing practice management, executive leadership, personal wellness, and business development coaching and consulting.  Connect with Jon Kuttin, Joseph Greco and Kuttin Consulting Group: * (855) 722-9393 * www.kuttinconsultinggroup.com * LinkedIn: Jonathan Kuttin * LinkedIn: Joseph Greco * Our CPA Alliances Coaching Program * Submit yourself as a guest for the podcast

    25 min

  6. 15 JUL

    Featured Podcast: Ultimate Advisor Podcast – Scaling a Multi Billion Dollar Advisory Practice Through Mastering Leadership with Jon Kuttin

    This week, we have a special episode featuring Jon Kuttin and Brittany Anderson on the Ultimate Advisor Podcast! Tired of dreaming small? Learn how one advisor built his practice beyond $9.5 billion in AUM without a client in sight! On this episode, Jon Kuttin reveals how he removed himself from client work over a decade ago to focus fully on developing leadership within his enterprise. Hear his counterintuitive strategies for gaining the confidence to lead clients and advisors to their full potential. Discover how emphasizing servant leadership over sales helped scale his practice exponentially and earn a spot in the Barron’s Hall of Fame. Kuttin will challenge you to see your clients and team in a new light so you too can develop the vision, culture and people skills necessary to achieve billion-dollar success! Tune in to learn: * How Jon started his Wealth Management Organization * Jon’s Take on Visionary Leadership * Jon’s Transition from Solo Practitioner to Starting to Build out His Organization * How Jon Started to Remove Himself from Client Relationships * A Discussion Around Servant Leadership * Why Systemization is so Important * Strategies for Effective Leadership and Self-Development Resources: * LinkedIn – Brittany Anderson * Brittany@BrittanyAnderson.com * Brittany’s Wealth Management Firm – Sweet Financial Partners * Be Your Future Self Now: The Science of Intentional Transformation by Dr. Benjamin Hardy * Ultimate Advisor Podcast – Spotify * Gino Wickman – Traction: Get a Grip on Your Business * Gino Wickman – Rocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your Business * Dan Sullivan – 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less Connect with Jon Kuttin, Joseph Greco and Kuttin Consulting Group: * (855) 722-9393 * kuttinconsultinggroup.com * LinkedIn: Jonathan Kuttin * LinkedIn: Joseph Greco * Our CPA Alliances Coaching Program * Submit yourself as a guest for the podcast About the Ultimate Advisor Podcast: The Ultimate Advisor podcast is a business podcast for financial advisors who are looking to grow their advising practices with greater ease and effectiveness. Ultimate Advisor was developed to help financial advisors master their marketing, sell their services with greater authority, generate repeat clients, and additional revenue in their business.  Each week, your hosts Draye Redfern, Bryan Sweet, and Brittany Anderson will share some of the closest guarded secrets from successful financial advising practices across the U.S.

    38 min

  7. 27 JUN

    The 90/10 Transformation with Brittany Anderson

    Welcome back to Quantum Growth for Financial Advisors!  This week, Jon interviews Brittany Anderson about her concept of the 90-10 transformation, which addresses the challenges faced by highly driven individuals in the financial industry. Brittany shared insights into the impact of the pandemic on different individuals, highlighting the distinction between those who accelerated and those who experienced burnout. The discussion delved into strategies for effective leadership and self-development, with a focus on allowing the team to set deadlines and aligning core values. Brittany highlighted the Impact Filter tool and the concept of profound simplicity as valuable resources for high-achieving advisors. Jon and Brittany both emphasized the importance of self-awareness and intentionality in achieving success, drawing parallels to a race car analogy to emphasize the need for focus and dedication. They also discussed the effective use of systems and 90-day cadences to work on business and personal growth, stressing the importance of setting intentional time aside. The conversation also emphasized the importance of self-leadership, integrating learning with execution, and the role of coaching in personal and professional growth. Brittany also highly recommends Dr. Benjamin Hardy’s book, “Be Your Future Self Now,” as a valuable resource for individuals seeking to define their future self and make decisions in alignment with their future vision. The book is suggested for its ability to prompt readers to consider how their future self would approach various aspects of life and decision-making, and to apply those insights in the present. Tune in to learn: * Introduction and Discussion on the “90-10 Transformation” Concept * Jon and Brittany’s Viewpoints on Leadership and Team Management * Jon and Brittany’s Outlook and Insights on the Pursuit of Happiness and Balance * Visualization Exercise for Life Balance * A Discussion Around Self-Awareness and Intentionality * Why Systemization is so Important * How to Look at Work-Life Balance and Prioritization * Strategies for Effective Leadership and Self-Development * A Discussion around Dr. Benjamin Hardy’s Book “Be Your Future Self Now” Resources: * LinkedIn – Brittany Anderson * Brittany@BrittanyAnderson.com * Brittany’s Wealth Management Firm – Sweet Financial Partners * Be Your Future Self Now: The Science of Intentional Transformation by Dr. Benjamin Hardy Life Gives to the Giver: Musings on Wellness, Success, Marketing and Being an Entrepreneur by Joe Polish Pick Three: You Can Have It All (Just Not Every Day) by Randi Zuckerberg Ultimate Advisor & Ultimate Advisor Podcast Link – Bryan Sweet and Brittany Anderson Dream Architect Life Podcast Link – Bryan Sweet and Brittany Anderson Ed Mylett Podcast * (855) 722-9393 * kuttinconsultinggroup.com * LinkedIn: Jonathan Kuttin * LinkedIn: Joseph Greco * a href="https://www.kuttinconsultinggroup.

    54 min

  8. 12 JUN

    The Language of Referrals Part 2 with Bill Cates

    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 clients. In Part 2 of this 2 part episode, Bill discusses how to be assertive in seeking referrals from satisfied clients and provides basic templates and word tracks to help advisors gain this confidence in conversations with their clients. Tune in to learn: * The breakdown and framework of Bill’s new book The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients * Examples of How to Become Referrable * The Language Around Referability * Jon’s Personal Experience Utilizing Bill’s Referral Model Inside of His Wealth Management Firm * Creating Confidence and Worthiness Around Asking for Referrals as an Advisor * How to Actually Weave Towards the Actual “Ask” for the Referral Using Bill’s Language and Thought Process * More Wordsmithing from Bill to Help Advisors with Referrals Resources: * Download Bill’s Free Referral Guide exponentialgrowthguide.com * Bill Cates Website: https://referralcoach.com * Bill’s First Book – Radical Relevance: https://referralcoach.com/radical-relevance/ * Bill’s First Book – Radical Relevance (Amazon): LINK * Bill’s New Book – The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients: https://referralcoach.com/language-of-referrals/ * The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients (Amazon): LINK * Email Bill Cates at bill@referralcoach.com Connect with Jon Kuttin, Joseph Greco and Kuttin Consulting Group: * (855) 722-9393 * kuttinconsultinggroup.com * LinkedIn: Jonathan Kuttin * LinkedIn: Joseph Greco * Our CPA Alliances Coaching Program * Submit yourself as a guest for the podcast About our Guests: Bill Cates is a high-energy speaker who motivates by sharing proven ideas and strategies that work. Bill has helped over 20,000 small business owners and salespeople build thriving referral-based businesses – where the phone is ringing with referred customers/clients. And Bill has helped large companies increase sales and cut hundreds of thousands of dollars in marketing expenses at the same time!

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Barron's Hall of Fame Advisor Jonathan Kuttin provides interviews, strategies, tips, and insights designed to help financial advisors create quantum growth in their own practice.

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