62 episodes

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.

Quantum Growth for Financial Advisors Jonathan Kuttin

    • Business
    • 5.0 • 31 Ratings

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.

    Introduction to the EOS Framework and Working with an Implementer

    Introduction to the EOS Framework and Working with an Implementer

    Over the last 10 years, we have learned that many successful advisors, entrepreneurs and businesses employ and execute on the EOS model or the “Entrepreneurial Operating System” framework.  The EOS model is designed to resolve persistent challenges, improve goal setting techniques, and bring operational efficiencies within growing organizations.  This collection of concepts and practical tools is utilized by more than 170,000 companies around the world to help achieve their vision.  The model also helps correct organizational issues to help put people in the “right seats” within a team.

    In this episode, Jon Kuttin speaks with Mitchell York, his own personal Certified EOS Implementer and coach.  Mitchell discusses the EOS framework and how successful businesses, and advisors are adapting this mode to keep a laser like focus on their biggest “rocks” or organizational goals.

    Mitchell and Jon discuss:



    * The “why” behind the EOS model and how it is utilized within organizations.

    * How an outside implementer or “prophet from another land” can enhance what you are looking to accomplish within your organization.

    * A breakdown of EOS’ “Six Key Components of Any Business” and how each components works together to encompass the entire picture and critical functions of a business.

    * The framework behind the EOS’ VFO Approach – or a “quick snapshot” for the business.

    * How to help people understand how to “own their seat” within the organization.

    * The difference between self-implementing vs. utilizing an EOS implementer to assist you with the process and Jon’s personal feedback on the pros of using an implementer within our organization.

    * How to actually “move the needle” with key issues within your organization.

    * And much more!



    Resources:



    * Mitchell York – LinkedIn

    * EOS Worldwide – Mitchell York

    * E2E Coaching

    * Gino Wickman

    * The EOS Model Framework

    * “Who Not How” by Dan Sullivan and Dr. Benjamin Hardy

    * Rocket Fuel University



    Connect with Mitchell York:



    * Mitchell York – LinkedIn

    * E2E Coaching



    Connect with Kuttin Consulting Group:



    * (855) 722-9393

    * kuttinconsultinggroup.com

    * LinkedIn: Jonathan Kuttin

    * LinkedIn: Joseph Greco

    * CPA Alliance Coaching

    * Submit yourself as a guest for the podcast



    About our Guest:

    Mitchell York’s corporate career spanned more than 20 years and included several senior executive positions. He was president of LendingTree.com in its start-up phase, and later was president of the email marketing company NetCreations Inc. He was the founding publisher of TechWeb, in 1994, and vice president and founder of the Internet division of international media company CMP Media Inc. He also was senior vice president of Ziff Davis Media where he published InteractiveWeek, one of the first newspapers covering Internet technology.  In 2002, he founded E2E Coaching, where he now focuses most of his time.  E2E Coaching provides coaching to C-level executives, entrepreneurs, financial advisors,

    • 42 min
    Elevating Your Collaborative Approach: Less Clients, More Value

    Elevating Your Collaborative Approach: Less Clients, More Value

    To engage higher net-worth clientele, most advisors and service-based professionals require a paradigm shift to alter their thinking and service approach.

    In this episode, Jon Kuttin speaks with returning guest Anton Anderson, managing partner at Elite Resource Team.  Anton discusses Elite’s new Catalyst Program and how the best advisors and teams are adapting a “less is more” approach to service higher end clientele and business owners.    With Jon’s 20+ years of collective experience working with COIs and Anton’s Catalyst framework, the partnership has created a truly unique training program to engage the best teams across the country with this unique hands-on process in a “quantum growth” way.

    Anton and Jon discuss:



    * Elite’s new Catalyst Program and how it came to be in conjunction with Jon’s thought leadership.

    * An industry update on accountants and CPAs and how the mindset seems to be shifting due to industry pressures.

    * How accountants are slowly embracing the “recurring revenue” model overtime and shifting to value based and project-based billing to increase client retention and stickiness.

    * How less is more, and how the recent popularity with the commonly called “perfect practice” concept has started to trickle down into the accounting and CPA industry.

    * The unique value proposition of Elite’s Catalyst Program and how Elite Resource Team can help advisors work smart with CPAs and accountants.

    * And much more!



    Resources:



    * Elite Resource Team

    * Elite Resource Team (YouTube Channel)

    * Elite Catalyst Program

    * Introducing the Catalyst Program (YouTube Webinar)

    * American Institute of Certified Public Accountants (AICPA)

    * “Who Not How” by Dan Sullivan and Dr. Benjamin Hardy



    Connect with Anton Anderson:



    * Info@elitert.com

    * Elite Resource Team

    * LinkedIn: Anton Anderson

    * LinkedIn: Elite Resource Team



    Connect with Kuttin Consulting Group:



    * (855) 722-9393

    * kuttinconsultinggroup.com

    * LinkedIn: Jonathan Kuttin

    * LinkedIn: Joseph Greco

    * CPA Alliance Coaching

    * Submit yourself as a guest for the podcast



    About our Guest:

    Anton Anderson began his career in 2003 with Smith Barney while studying business in college and graduated from the University of California, Santa Barbara, in the top 3% of his class. In 2008, he co-founded SPL Financial, which grew into a thriving practice, before selling in 2014 to start Elite Resource Team, one of the top training companies for Financial Advisors and Accountants. Anton has developed a diverse career as an investor, advisor, and CPA consultant.

    • 40 min
    Reflection: A Necessary Piece of the Business Planning Process

    Reflection: A Necessary Piece of the Business Planning Process

    Advisors and business owners, do you have scheduled time in your calendar for reflecting on your business or practice?   Do you have your next vacation scheduled?

    Join Jon Kuttin for this special episode of Quantum Growth for Financial Advisors as he reflects on his recent vacation and time out of the office and learn how that downtime has helped paint the overall firm vision in 2023.

    Jon discusses:



    * How decompressing opens the mind for business planning and helps entrepreneurs focus on the future

    * How consciously incorporating planned downtime into your schedule can help your overall business vision and outlook

    * How you can step aside from your growing business or firm to start to separate working time vs. relaxation time

    * How to be intentional about gratitude and reflecting on past accomplishments.

    * How to live in “the gain” and not “the gap”

    * And more!



    Resources:



    * “The Gap and the Gain” – Book by Dan Sullivan

    * Think2perform Website

    * Think2perform’s “Making the Ideal Real” Podcast



    Connect with Kuttin Consulting Group:



    (855) 722-9393

    kuttinconsultinggroup.com

    LinkedIn: Jonathan Kuttin

    LinkedIn: Joseph Greco

    CPA Alliance Coaching

    Request A Consultation

    Submit yourself as a guest for the podcast

    • 12 min
    Using Financial Planning to Drive Client Engagement

    Using Financial Planning to Drive Client Engagement

    As the market volatility and uncertainty in 2022 continues, many advisors are leaning on a true comprehensive financial planning approach to help clients plan for their long-term goals.

    Advisors, are you currently offering true comprehensive financial advice to your clients?  If not, it may be the right time to look at this business vertical very closely and understand the tangible and intangible benefits of offering financial planning.

    Historically, many advisors have led with investment and asset management as their main way to engage prospects and clients.  As the market volatility looms and recurring revenue decreases, this one-legged approach may not be the best foot forward to truly show your value moving into the future.

    If you are currently offering financial planning to your clients and want to learn how to go deeper or if you are new to this concept, this episode is for you!

    Together, Jon Randall and Jon Kuttin discuss:



    * How firms and top practices are mindfully increasing their financial planning revenues and going upmarket.

    * How to change your mindset and thinking about planning and the true value and opportunity behind it and why financial planning is truly the “ace of advice”.

    * How to think about creating a “financial planning arm” or defined division within your practice.

    * The difference between an “asset management” relationship and a “financial planning” relationship with your clients and why you should rethink your approach to client service.

    * How financial planning creates more “stickier” clientele

    * How top advisors are utilizing financial planning as an organic referral tool and growth strategy.

    * Real examples of how advisors can start conversations around financial planning and integrate it into their practice and service model by offering a tiered service model.



    Resources:



    * LinkedIn: Doug Lennick

    * LinkedIn: Think2perform

    * SuperNova Advisor

    * LinkedIn: Paul Latham

    * D2 / KCG Mastermind Group Podcast

    * “Advisor Alpha” Study by Vanguard

    * XFA Coaching (Coming Soon)



    Connect with Jon Randall:



    * Jon@dynamicdirections-d2.com

    * Dynamic Directions

    * LinkedIn: Jon Randall

    * LinkedIn: Dynamic Directions



    Connect with 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:

    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,

    • 47 min
    Leveraging Educational Seminars for Turn-Key Client Acquisition

    Leveraging Educational Seminars for Turn-Key Client Acquisition

    As the COVID-19 pandemic seems to be coming to an end, advisors and clients alike are getting back out into the world and engaging with each other in a face-to-face setting again.

    Like Jonathan Kuttin, many financial advisors that started their careers in the 1990’s utilized educational and dinner seminars to build out their client base and books of business.  The issue is, there is a ton of work and preparation behind the scenes that goes into planning and executing on a successful seminar.    In our experience, most advisors really want to focus on the follow-up – the prospecting portion of the event, NOT the planning and execution.

    So how has this prospecting process changed in 2022 for advisors?

    Listen in to the week’s episode of Quantum Growth for Financial Advisors to find how you can still make seminars a key marketing activity for your practice.  This week, we chatted with Brad Swineheart, SVP at White Glove for an introduction to White Glove’s unique approach for systemizing the dinner seminar process for financial advisors and teams.

    Learn how dinner seminars have evolved into the post-pandemic world in 2022 and how advisors are leveraging White Glove and their services as a revenue-generating tool.

    Continuing Jon’s internalization of Dan Sullivan’s “who not how” concept, should White Glove be your “who” for dinner seminars?

    Listen-in and decide for yourself!

    Together, Jon and Brad discuss:



    * The importance of engaging your clients in a personal setting in a post-pandemic world.

    * The typical issues and roadblocks with planning impactful seminars and events in-house.

    * How top advisors are leveraging outsourced seminar planning.

    * A breakdown of how White Glove can systemize the seminar process for advisors, and a breakdown of typical ROI with White Glove’s data from conducting thousands of seminars for advisors.

    * And much more information!



    Resources:



    * Be Advised Podcast – Leading with Value

    * White Glove Website

    * Dan Sullivan: Who not How



    Connect with Brad Swineheart:



    * White Glove Website

    * Email: Brad Swineheart

    * LinkedIn: Brad Swineheart

    * Twitter: Brad Swineheart



    Connect with Kuttin Consulting Group:



    * (855) 722-9393

    * kuttinconsultinggroup.com

    * LinkedIn: Jonathan Kuttin

    * LinkedIn: Joseph Greco

    * CPA Alliance Coaching

    * Request A Consultation

    * Submit yourself as a guest for the podcast



    About our Guest:

    Brad Swineheart is the host and creator of Be Advised, a leading financial adviser podcast and the SVP of White Glove.  Over the past five years, Brad has significantly contributed to the success of White Glove — joining White Glove in its infancy, which allowed the company to service more than 10,000 financial professionals and educate more than 500,000 potential clients. In his current role as senior vice president of business development, Brad creates strategic partnerships with financial institutions ...

    • 45 min
    Transitioning as an Advisor During Down and Volatile Markets

    Transitioning as an Advisor During Down and Volatile Markets

    It’s 2022 and seemingly the 10 year bull market in US equities has come to an abrupt end.  

    If you are an advisor in transition or a newer advisor to the industry, this type of environment may not be familiar or comfortable for you to make a business move or service your valued clients.

    Listen in to a special joint episode with Jon Kuttin & Frank LaRosa, founder, and CEO of Elite Consulting Partners and host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa.  Together, they share hands-on strategies to help advisors make smart decisions when moving their business and avoid common mistakes during down or volatile markets. 

    Through Frank’s countless engagements with advisors in transition at Elite Consulting Partners, and Jon’s 15+ year experience with acquisitions in the industry and know-how of running a large wealth management firm throughout all market cycles, together they paint the full picture for advisors looking to navigate changes during volatile markets, just like we are all living through today.

    Whether you’re moving from one firm to another, going independent, or preparing for an exit – keeping these tips in mind will help you make a decision, and make that with confidence.

    Together, Jon and Frank discuss:



    The importance of communication with your clients during uncertain times and how a “well trained” client and a great client service process can actually help your business during volatile markets.

    The latest trends amongst advisors that are moving across wirehouses, independent broker-dealers, and RIAs as they keep market volatility at the forefront of their decision making process.

    A breakdown of how to think about your production and revenue and overall business as an advisor in a down market.

    An update on the M&A space as interest rates and volatility have become more relevant in valuations.

    And much more timely information!



    Resources:



    Apple Podcasts: Advisor Talk with Frank LaRosa

    YouTube: Advisor Talk with Frank LaRosa

    EOS

    Traction: Get a Grip on Your Business

    “Timing the Market vs Time in the Market”



    Connect with Frank LaRosa:



    Frank@eliteconsultingpartners.com 

    Elite Consulting Partners

    LinkedIn: Frank LaRosa

    Instagram: Frank LaRosa

    Facebook: Elite Consulting Partners



    Connect with Kuttin Consulting Group:



    (855) 722-9393

    kuttinconsultinggroup.com

    LinkedIn: Jonathan Kuttin

    LinkedIn: Joseph Greco

    CPA Alliance Coaching

    Request A Consultation

    Submit yourself as a guest for the podcast



    About our Guest:

    Frank LaRosa has achieved a distinguished career in financial services,

    • 47 min

Customer Reviews

5.0 out of 5
31 Ratings

31 Ratings

Monkeyjerkoff ,

Great Content!

Thank you for this content. This has given me insight into becoming a better advisor in all facets of the job.

Chris Klampfer ,

Awesome Webinar Content

Awesome stuff Anton. Great info!

SST007 ,

Love it!

Great info for advisors wanting to grow their business.

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