Quantum Growth for Financial Advisors

Jonathan Kuttin
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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.

  1. FEB 13

    Private Capital is Coming for CPA Firms — Here’s Why Advisors Should Care with Jon Kuttin

    We’re back with another solo episode of Quantum Growth for Financial Advisors with Jon Kuttin. Today, Jon explores why financial advisors are increasingly acquiring or partnering with accounting firms to build integrated, family-office-style experiences. He explains how private equity and family office capital—once focused on RIAs—has moved into the accounting middle market, driving up valuations The post Private Capital is Coming for CPA Firms — Here’s Why Advisors Should Care with Jon Kuttin appeared first on Kuttin Consulting Group.

    16 min

  2. JAN 30

    From Table Stakes to 10x: Designing the Work That Actually Scales Your Business with Jon Kuttin

    We’re back with another solo episode of Quantum Growth for Financial Advisors with Jon Kuttin. In this short, high-impact strategy session, Jon challenges advisors and firm leaders to rethink how they pursue growth—and why continuing to focus on “table stakes” activities almost always leads to linear results. Drawing from recent leadership offsites and his own The post From Table Stakes to 10x: Designing the Work That Actually Scales Your Business with Jon Kuttin appeared first on Kuttin Consulting Group.

    18 min

  3. JAN 12

    What Family Offices Can Teach Advisors in 2026 with Anton Anderson

    We are back our 1st episode of Quantum Growth for Financial Advisors in 2026 to welcome Anton Anderson back to the show! As January 2026 begins, this episode invites financial advisors to step back and reassess where their businesses—and their energy—are really going. Against the backdrop of a massive generational wealth transfer and growing public The post What Family Offices Can Teach Advisors in 2026 with Anton Anderson appeared first on Kuttin Consulting Group.

    23 min

  4. 12/29/2025

    Looking Back, Moving Forward – The Best Quantum Growth Moments From 2025

    We’re back with our final episode of Quantum Growth for Financial Advisors for 2025. As we close out the year, we’re celebrating the conversations, insights, and moments that defined our show. This special end-of-year compilation brings together the most impactful clips, biggest takeaways, and clips from our listener's favorite episodes. Thank you for being part The post Looking Back, Moving Forward – The Best Quantum Growth Moments From 2025 appeared first on Kuttin Consulting Group.

    28 min

  5. 12/19/2025

    M&A Masterclass with Jon Kuttin and Frank LaRosa

    We are back with another episode of Quantum Growth for Financial Advisors! On this episode, we give our Quantum Growth listeners a special treat with a guest episode featuring Jon Kuttin on AdvisorTalk with Frank LaRosa. Frank goes deep with Jon on why he believes he has been so successful acquiring practices over the years The post M&A Masterclass with Jon Kuttin and Frank LaRosa appeared first on Kuttin Consulting Group.

    52 min

  6. 12/04/2025

    Advisors, AI, and the Art of Asking Better Questions with Ray Kelly

    We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, we give our Quantum Growth listeners insights from Ray Kelly on another powerful FASS (Financial Advisor Success Syndicate) session—this one centered around the evolving intersection of technology and humanity within financial services. The post Advisors, AI, and the Art of Asking Better Questions with Ray Kelly appeared first on Kuttin Consulting Group.

    36 min

  7. 11/14/2025

    Cracking the Code of Team Performance with Ray Kelly

    We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, we give our Quantum Growth listeners insights from Ray Kelly on a special FASS (Financial Advisor Success Syndicate) session we recorded a few months ago. In this episode, Ray Kelly dives into The post Cracking the Code of Team Performance with Ray Kelly appeared first on Kuttin Consulting Group.

    23 min

  8. 10/22/2025

    How to Scale an Advisory Practice Part 3: Creating a Referrable Experience

    This Week on Quantum Growth for Financial Advisors, Jon Kuttin and Jon Randall continue the discussion around building a scalable and right-sized business. Today’s discussion centers on helping financial advisors attract their ideal clients by overcoming a common challenge — working with too many non-ideal clients that limit growth and service quality. Jon Kuttin and The post How to Scale an Advisory Practice Part 3: Creating a Referrable Experience appeared first on Kuttin Consulting Group.

    18 min
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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.

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