59 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.

    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
    Exploring Mastermind Groups & The Quantum Growth Mastermind Program

    Exploring Mastermind Groups & The Quantum Growth Mastermind Program

    Mastermind Groups are a great avenue where like minded entrepreneurs, visionaries, and leaders can share best practices and collaborate to better improve themselves and their businesses.  

    In this episode, our special guest host Jon Randall discusses with Jon Kuttin their joint experience leading the Quantum Growth Mastermind Program with high producing advisors and how it has evolved from the first few pilot sessions into a structured and regimented group focused on like-minded growth. Listen in for key takeaways and learning lessons as Jon and Jon walk through how the group has come together and learn how mastermind groups can help you think differently and leverage experience from individuals who have already taken the path less traveled. 

    Jon discusses:



    Mastermind Groups and the real “why” behind them

    The benefit of working with and within a group of like minded individuals 

    The unique ability to “tap in” to someone’s experience rather than trying to re-invent the wheel

    Specific learnings and teachings from the D2 / KCG Quantum Growth Mastermind Program

    And more!



    Advisors – if you would like more information on our Quantum Growth Mastermind Program – please email joseph@kuttinconsultinggroup.com to explore if your and your team would be appropriate to engage with Jon Kuttin & Jon Randall for focused growth coaching and consulting on a monthly basis.  We aim to keep the groups small to allow for the most collaboration possible between our members.

    As a baseline metric of production, the program is most suitable for advisors and teams with > 2MM of annual production or GDC.   

    Reach out to learn more.

    Resources:



    Entrepreneurial Operating System®

    Using the EOS System to Turn Advisors into Entrepreneurs

    Dynamic Directions



    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 Host:

    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.

    • 27 min
    How Advisors Can Connect and Collaborate with Attorneys

    How Advisors Can Connect and Collaborate with Attorneys

    As the advice industry evolves, Financial Advisors, Attorneys and other Professionals are continuously making more of a concerted effort to seek out other Centers of Influence and Referral Sources to grow their practices.

    In this episode, Jon Kuttin speaks with Lisa Roser, Head of Marketing & Sales at Lawyers with Purpose.  Listen in as they explore how estate planners and elder law attorneys are evolving their offerings to end clients and learn how financial advisors, planners and wealth managers can all work together with a collaborative approach to achieve better outcomes.

    Lisa and Jon also talk through strategies to win over attorney partnerships and how advisors can start to think creatively with their approach.

    Listen in to learn how to get more involved with attorneys in your area and see how Lawyers with Purpose may be able to help!

    Lisa discusses:



    * Lawyers with Purpose’s outlook on the law and advice industry and how both are starting to become more and more collaborative as time goes on

    * How Lawyers with Purpose helps attorneys grow in 4 focused ways

    * How to create a win-win environment for an estate planner or elder law attorney to partner with an advisor

    * Creative ideas that advisors and attorneys can collaborate on to start to develop their approach to engage end clients together.

    * The unique value proposition of Lawyers with Purpose and how they help attorneys, advisors and also accountants grow.

    * Content marketing ideas that address end clients.

    * Guidr – a tool for advisors to provide end clients legal services that is backed by a local attorney in their area

    * And more!



    Resources:



    Lawyers with Purpose

    Guidr



    Connect with Lisa Roser:



    lroser@lawyerswithpurpose.com

    * Lawyers with Purpose

    LinkedIn: Lisa Roser

    LinkedIn: Lawyers with Purpose



    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:

    Lisa Roser is the Head of Marketing & Sales at Lawyers with Purpose.  Lisa has 20 years of experience in the marketing industry and has been working with the firm alongside founder Dave Zumpano for over 10 years helping to integrate marketing and content creation into the firm’s makeup and formal offering.

    • 43 min
    Key Takeaways From the EOS Conference™ with Ray Kelly

    Key Takeaways From the EOS Conference™ with Ray Kelly

    The EOS Conferences™ are a great platform where entrepreneurs, visionaries, and leaders can share their best practices and advice.

    In this episode, Jon Kuttin speaks with Ray Kelly, Senior Vice President & Consultant at Think2Perform, who recently returned from the EOS Conference™. Ray shares the key takeaways that strongly resonated with him while shedding light on how those can lead your business to success.

    Jon and Ray discuss:



    How intentionality plays a major role in creating a leadership culture

    Five elements of living a healthy entrepreneurial life

    Three attributes that are a must-have for every member of your team

    How to recruit the right people by identifying their “working genius type”

    And more!



    Resources:



    Entrepreneurial Operating System®

    EOS Conference™

    “The EOS Life: How to Live Your Ideal Entrepreneurial Life (The Traction Library)” by Gino Wickman

    “Rocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your Business” by Gino Wickman

    “The Five Dysfunctions of a Team: A Leadership Fable” by Patrick Lencioni

    The 6 Types of Working Genius

    At The Table with Patrick Lencioni

    Quantum Growth for Financial Advisors: Identify Your Weaknesses and Opportunities to Improve Your Level of Leadership with Ray Kelly

    Using the EOS System to Turn Advisors into Entrepreneurs



    Connect with Ray Kelly:



    RKelly@Think2Perform.com 

    Think2Perform

    LinkedIn: Ray Kelly

    LinkedIn: Think2Perform



    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:

    Ray Kelly has been with Think2Perform since 2010. He has dedicated the majority of his career to the sales side of the business and focuses on developing high-performance leaders and teams. Ray has a passion for helping people reach their potential and shape the cultures they live in through breakthrough leadership development training.

     

    • 43 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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