Quantum Growth for Financial Advisors Jonathan Kuttin

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 early inclinations towards independence and innovation, highlighting the correlation between ADD and entrepreneurial success.

Additionally, Dan shares his journey of founding his coaching company and creating thinking tools for entrepreneurs.  He also shares his profound method of simplifying people’s lives by creating a binary situation based on their expected lifespan, and then guiding them through a series of questions to assess their current lifestyle and make changes to improve their future. This process leads to a shift in mindset and a realization of the potential for extended years, prompting individuals to make changes in their current lifestyle and consider the impact of these changes on their future.

Jon and Dan then engage in a thoughtful discussion about personal development and leadership, reflecting on their own personal experiences and observations.

Tune in to learn:



* Dan’s thoughts on Fulfillment and Ambition

* An insight on Dan’s Personal Journey and Insights on Personal Growth

* Thoughts on Longevity, Health Goals and Thinking Differently About Planning for your Future

* Unlocking your Unique Ability and Self-Identity

* A Discussion on Setting Long-Term Goals, The American Dream and Entrepreneurship



Resources:



* Strategic Coach Website

* LinkedIn: Dan Sullivan

* 10X Is Easier Than 2X by Dan Sullivan with Dr. Benjamin Hardy

* Million Dollar Producer: The Secret Playbook For Financial Professionals To Land High-Value Clients Using LinkedIn – Amazon

*

Dan Sullivan‘s podcasts are found on the Strategic Podcast Network



*

Dan Sullivan‘s newsletter – The Spark



* The Entrepreneurial Operating System



Connect with Jon Kuttin, Joseph Greco and Kuttin and 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 Guest:

Dan Sullivan is founder and president of The Strategic Coach Inc. A visionary, an innovator, and a gifted conceptual thinker, Dan has over 40 years’ experience as a highly regarded speaker,

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 early inclinations towards independence and innovation, highlighting the correlation between ADD and entrepreneurial success.

Additionally, Dan shares his journey of founding his coaching company and creating thinking tools for entrepreneurs.  He also shares his profound method of simplifying people’s lives by creating a binary situation based on their expected lifespan, and then guiding them through a series of questions to assess their current lifestyle and make changes to improve their future. This process leads to a shift in mindset and a realization of the potential for extended years, prompting individuals to make changes in their current lifestyle and consider the impact of these changes on their future.

Jon and Dan then engage in a thoughtful discussion about personal development and leadership, reflecting on their own personal experiences and observations.

Tune in to learn:



* How to simplify complexity in business

* A deep discussion on personal development and leadership

* The difference between working towards your needs vs. working towards your wants

* Dan’s experience to becoming an entrepreneur



Resources:



* Strategic Coach Website

* LinkedIn: Dan Sullivan

* 10X Is Easier Than 2X by Dan Sullivan with Dr. Benjamin Hardy

* Million Dollar Producer: The Secret Playbook For Financial Professionals To Land High-Value Clients Using LinkedIn – Amazon

*

Dan Sullivan‘s podcasts are found on the Strategic Podcast Network



*

Dan Sullivan‘s newsletter – The Spark



* The Entrepreneurial Operating System



Connect with Jon Kuttin, Joseph Greco and Kuttin and 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 Guest:

Dan Sullivan is founder and president of The Strategic Coach Inc. A visionary, an innovator, and a gifted conceptual thinker, Dan has over 40 years’ experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups.

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 nature of their growth and the strategic decisions that have contributed to their success, offering valuable insights for financial advisors seeking to achieve similar quantum growth. Jared and Jon also explore the transformation from a solo practitioner to adopting a CEO mindset, emphasizing the need to let go of client-focused work and focus on business development. They also discussed the intricacies of structuring client relationships within their partnership, emphasizing the collaborative approach to managing clients and revenue sharing.

Jon and Jared discuss the importance of choosing the right partner in business arrangements and having legal agreements in place to protect the business and its relationships. They also emphasized the significance of trust and the need for legal protection in business relationships, acknowledging that client feedback and concerns are also part of the process. They also discussed the significant growth of their business over the past few years and their focus on leadership development and team building.

Jared also talks about his company’s plans for geographical expansion and building the organization’s brand nationally. They both explained that advancements in technology have enabled the company to conduct business remotely, leading to national expansion with advisors and staff members situated across various states. Additionally, they discussed the potential for establishing satellite offices and strategies for bringing in more clients through acquisitions, mergers, and CPA partnerships.

Listen into this episode to learn:



* Jared’s journey from the broker dealer world to launching an RIA and the remarkable organic growth his team has experienced.

* Insights on strategic decisions contributing to Jon and Jared’s success in the industry that other financial advisors seeking quantum growth can learn from.

* Both Jared and Jon’s transition from solo practitioner to CEO and a discussion on the mind, with a focus on discussing the shift from client-focused work to prioritizing business development and leadership.

* The importance of choosing the right partner and having legal agreements to protect business relationships is also highlighted, along with the significance of trust and client feedback.

* Jared and Jon’s plans for geographical expansion and national brand building, leveraging technology for remote business operations and strategies for client acquisition through partnerships.



Resources:



* Jared Cohen LinkedIn

* OnyxBridge Wealth Group LinkedIn Page

* OnyxBridge Wealth Group Website



Connect with Jon Kuttin 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 Guest:

Jared Cohen has spent over two decades helping individuals and families with their finances, specializing in financial planning,

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.

If you have been a long-time listener to our podcast, you know that we believe leadership is the most valuable skill that you can learn in a rapidly growing organization.   The situational leadership framework is by far one of the best tools to learn how to master throughout your career and you can utilize it with almost any situation.

Whether you’re a seasoned executive looking to refine your leadership approach or an aspiring leader seeking guidance on how to thrive in challenging environments, this podcast offers invaluable wisdom and actionable advice to help you become a more agile and effective leader.

Tune in to gain a deeper understanding of situational leadership and unlock the keys to leadership success in today’s fast-paced world.

Listen in to learn:



* How to effectively navigate the situational leadership model using a real situation inside of Jon’s practice.

* How to access readiness using the Landmark Model (link in show notes below)

* How to lead individuals at all stages of the model



Resources:



* Simple Complex Simple Concept Explained by Summit Journey Coaching

* Profound Simplicity Book by Will Schutz – Amazon

* Situational Leadership® Theory In Plain Language: The Landmark Model From Paul Hersey and Ken Blanchard



Connect with Jon Kuttin, Joseph Greco and 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

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, financial advisor, podcast host, and disruptor extraordinaire – to explore the importance of innovation, delegation, and forward-thinking in financial advisory practices. Dive into Jon’s playbook as he shares his secrets on scaling his business, the power of podcasting for advisors, and why wearing “busy” as a badge of honor is so last season.

Jon is a true visionary shaking up the industry with his innovative approach to growth, success, and what it means to be a top advisor.

Jon and Matt discuss:



Effective strategies for scaling your business, such as through mergers and acquisitions, and implementing scalable business models

The importance of delegation and empowering team members to leverage their unique abilities

The significance of investing in your marketing efforts – particularly through podcasting – to enhance branding and client engagement

How and why you should develop a long-term perspective and proactive approach to differentiation, change management, and business growth

And more



“I got involved in podcasting because it gives me the ability to share my expertise on a particular niche – whether it be for a financial advisor or a financial planning client – in a way that I could be my authentic self.” ~Jon Kuttin

About our Guest:

Matt Halloran got started in the financial services industry 20 years ago as a certified life and business coach. As he became immersed in his client’s biggest needs, he built his knowledge and expertise as a financial branding and social media expert. More recently, Matt has added podcasting to that list. Matt respects how tough it is to be great and effective at marketing while running a practice, living a life, and loving a family. He teaches advisors how to be themselves, let their passions shine through, and create strong brands that resonate with ideal prospects and centers of influence.

Resources: 



PodRocket Influence Academy (Enroll for FREE with ProudMouth)

Book: 10X Is Easier Than 2x by Dan Sullivan and Dr. Benjamin Hardy

Podcast: Quantum Growth for Advisors

Group: Financial Advisor Success Syndicate



Connect With Matt Halloran and ProudMouth:



Thinking about starting your own podcast? Book a call with ProudMouth’s Influence Engineers to learn about their done-with-you service!

ProudMouth

LinkedIn: Matt Halloran

Twitter: Matt Halloran

LinkedIn: ProudMouth

Facebook: ProudMouth

Twitter: ProudMouth

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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 cortisol on human emotions and relationships. Mike emphasized the long-lasting effect of how people are made to feel and the importance of creating positive experiences for clients, friends, and family. We discussed a specific approach for leaders to instill a culture of making others feel valued, using the example of welcoming new team members with personalized gestures and encouraging them to create similar positive experiences for clients.

The discussion also touched on the evolving landscape of the financial advisory industry, emphasizing the shift towards a planning-based approach and the significance of asking pertinent questions. Both Jon and Mike stressed the need for advisors to understand and segment clients beyond traditional metrics like assets and revenue, encouraging them to consider attributes such as referral source, ease of working with them, and personal details. Additionally, they both discussed the increasing demand for coaching services from clients experiencing significant life changes, emphasizing the critical role of financial advisors in guiding clients through these transitions.

Listen in to learn:



* Introduction to Mike Futterman and his Passion

* Narrowing Down Your Client Base

* Discussion on Differentiating and Transforming Financial Advisors

* How to Create Memorable Experiences for Clients

* Client Appreciation Event and Long-Term Client Relationships

* Creating WOW Moments and WOW Experiences for Clients

* Shifting Focus and Identifying Client Needs



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 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