Quantum Growth For Financial Advisors podcast

Player FM - Internet Radio Done Right

تمت الإضافة منذ قبل three أعوام

المحتوى المقدم من Jonathan Kuttin. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Jonathan Kuttin أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

NerdWallet's Smart Money Podcast

1
Why Refis Are Spiking and How to Optimize Your 401k Target-Date Fund for Long-Term Growth 28:02

منذ 15 يومًا28:02

التشغيل لاحقا

قوائم

إعجاب

احب

28:02

Learn when a refi saves money and how target-date funds work, including fees and when to pick a later fund year. What exactly is a target-date fund, and when should you move your date? How do you know if now is a good time to refinance a house? Hosts Sean Pyles and Elizabeth Ayoola discuss mortgage refinancing and target-date funds to help you understand how to quantify savings on a refi and how to set (and adjust) an age-appropriate retirement glide path. To kick off the episode, NerdWallet senior news writer Anna Helhoski joins with mortgages and student loans writer Kate Wood and mortgage reporter Holden Lewis to break down why refis are spiking even without fresh Federal Reserve cuts, who’s most likely to benefit right now, and how markets (not just the Fed) drive daily mortgage rate moves. They begin with a discussion of rate-and-term vs. cash-out refinancing, with tips and tricks on calculating your breakeven point, using the ~0.75 percentage-point rule-of-thumb for potential savings, and factoring in 2% to 6% closing costs and how long you’ll stay put. Then, investing Nerd June Sham joins Sean and Elizabeth to discuss target-date funds. They discuss how glide paths work (to vs. through retirement), when to push your target year if you’ll work longer, and how fees compare with index funds/ETFs, plus contribution frameworks (10% to 15% of income vs. the “80% replacement” rule) and why many hands-off investors value auto-rebalancing despite higher expense ratios. A listener case study (age 35, 2055 fund) highlights how to revisit your target date in the decade before retirement, how to read a fund’s glide path, and why staying invested and consistent often matters more than chasing perfect timing. Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In this episode, the Nerds discuss: mortgage refinance, refinance calculator, mortgage rates today, breakeven point refinance, cash-out refinance, HELOC vs cash-out, refinance closing costs, when to refinance, refinance vs home equity loan, bond market and mortgage rates, Federal Reserve and mortgage rates, target-date fund, best target-date funds, target-date fund glide path, to vs through glide path, 401k target-date fund, change target-date fund year, 2055 target-date fund, target-date fund fees, expense ratio comparison, ETF vs mutual fund, index funds S&P 500, retirement contribution 10 to 15 percent, 80 percent income replacement rule, taxable brokerage vs 401k, annuity vs staying invested, debt consolidation with home equity, credit card APR vs mortgage rate, divorce refinance requirements, stay-or-sell breakeven analysis, and refinance eligibility 2025. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com . Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Quantum Growth for Financial Advisors

منزل السلاسل•Feed

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

100 حلقات

#Trading #Entrepreneur #Business #Jonathan Kuttin

Quantum Growth for Financial Advisors

updated منذ 15 يومًا

منزل السلاسل•Feed

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

100 حلقات

#Trading #Entrepreneur #Business #Jonathan Kuttin

كل الحلقات

Quantum Growth for Financial Advisors

1
Lessons From Scaling a Remote Wealth Management Organization with Jon Kuttin 19:29

منذ 15 يومًا19:29

19:29

We’re back with another episode of Quantum Growth for Financial Advisors with Jon Kuttin. This week, we share some leadership insights from Jon from one of his past coaching sessions with top advisors around the country. Jon has rapidly scaled his wealth management practice remotely post COVID and shares some valuable insights with the group on how The post Lessons From Scaling a Remote Wealth Management Organization with Jon Kuttin appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
The Square Root Effect with Jon Kuttin 19:40

منذ 29 يومًا19:40

19:40

We’re back with another solo episode of Quantum Growth for Financial Advisors with Jon Kuttin. This week, Jon reflects on insights from KWM’s first national conference and breaks down the three key phases of business growth: Early Stage – driving initial sales to reach the first million. Scaling Up – building processes and systems that create leverage. Beyond $3–4M – The post The Square Root Effect with Jon Kuttin appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
From Appeasement to Alignment: Leading for Real Results with Jon Kuttin 24:59

منذ 6 weeks24:59

24:59

We’re back with another episode of Quantum Growth for Financial Advisors with Jon Kuttin. This week, Jon asks you to assess your leadership style: are your people partners—or just producers? He breaks down three archetypes—command-and-control, appeasement, and vision-based leadership—and explains why only a vision-led, servant approach truly scales. Jon discusses the costs of top-down control (turnover), the The post From Appeasement to Alignment: Leading for Real Results with Jon Kuttin appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Discipline, Drive and the Relentless Edge with Jon Kuttin 23:43

منذ 9 weeks23:43

23:43

We're back with another episode of Quantum Growth for Financial Advisors! In this episode, Jon Kuttin unpacks the mindset and habits that drive high-performing financial advisors toward lasting personal and professional growth. Drawing from influential books like Relentless, Atomic Habits, and Mindset, Jon shares how mastering self-talk and integrating knowledge are essential to leveling up—both in business and in The post Discipline, Drive and the Relentless Edge with Jon Kuttin appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
From Self-Talk to Self-Leadership: Rewiring Your Mind for Change with Jon Kuttin 17:39

منذ 11 weeks17:39

17:39

We're back with another episode of Quantum Growth for Financial Advisors! This week, host Jon Kuttin dives into the critical topic of self-leadership and personal development—essential skills for any financial advisor looking to grow both professionally and personally. In this episode, Jon explores the 10-20-70 model of adult learning, emphasizing that 70% of meaningful growth comes from real-world experience and application. He The post From Self-Talk to Self-Leadership: Rewiring Your Mind for Change with Jon Kuttin appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 2 29:40

منذ 13 weeks29:40

29:40

This Week on Quantum Growth for Financial Advisors we are back with Part 2 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group! This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders. The post Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 2 appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 1 29:54

منذ 15 weeks29:54

29:54

This Week on Quantum Growth for Financial Advisors we are back with Part 1 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group! This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders. The post Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 1 appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Behind the Deal: How Elite Buyers Win in Succession Planning with Joseph Greco 40:49

منذ 18 weeks40:49

40:49

In this episode of Quantum Growth for Financial Advisors, host Jon Kuttin welcomes back Joseph Greco, Managing Director of Elite Advisor Successions, for an in-depth look at buy-side strategies in the succession planning process within the wealth management M&A landscape. Drawing from decades of combined experience, Jon and Joseph explore the key traits that define successful The post Behind the Deal: How Elite Buyers Win in Succession Planning with Joseph Greco appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco 40:18

منذ 20 weeks40:18

40:18

In this episode of Quantum Growth for Financial Advisors, Jon Kuttin welcomes Joseph Greco, Managing Director of Elite Advisor Successions, to explore the record-breaking M&A activity reshaping the wealth management industry in 2024. Joseph shares his journey in wealth management M&A and discusses how Elite facilitates transactions across the independent broker-dealer and RIA space. The conversation The post Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
The Million Dollar Blueprint: Strategies of Top Performing Advisors with Jon Randall 28:48

منذ 22 weeks28:48

28:48

This Week on Quantum Growth for Financial Advisors: We're excited to welcome back one of our most insightful and frequent guests, Jon Randall. In this episode, Jon Kuttin and Jon Randall explore what it takes to become a million-dollar producer. Randall emphasizes the critical role of mindset and adaptability, pointing out that many advisors plateau in their The post The Million Dollar Blueprint: Strategies of Top Performing Advisors with Jon Randall appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Mastering High Value Client Acquisition and Referral Techniques with Jon Randall 32:23

منذ 24 weeks32:23

32:23

This Week on Quantum Growth for Financial Advisors, we’re excited to welcome back one of our most frequent and insightful guests, Jon Randall. In this episode, Jon Kuttin and Jon Randall dive deep into how financial advisors can attract, prospect, and engage high-value clients—especially during times of market volatility. Jon Randall highlights that consistent and The post Mastering High Value Client Acquisition and Referral Techniques with Jon Randall appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
The Future of Business Advisory: Proactive Advice & Collaboration Between CPAs and Advisors with Lera Kooper 42:42

منذ 26 weeks42:42

42:42

In this week’s episode of Quantum Growth for Financial Advisors, Jon welcomes Lera Kooper, Partner at Accountability Services, for an insightful conversation about the evolving role of CPAs in today’s advisory landscape. Lera shares her journey of transforming traditional, compliance-focused accounting into a proactive, year-round advisory service aimed at reducing stress for business owners and maximizing long-term value. She and The post The Future of Business Advisory: Proactive Advice & Collaboration Between CPAs and Advisors with Lera Kooper appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
The Power of Decisive Action Part 3 – More, Better or Different: Crafting Your Next Best Action with Jon Kuttin 23:30

منذ 28 weeks23:30

23:30

Part 3 of Our Hands-On Session with Jon Kuttin is Here! In this episode, Jon dives into the challenge of making the intangible tangible, emphasizing the importance of accountability and raising standards as a business grows. He introduces the phrase "higher level, new devil," highlighting how success brings fresh challenges that demand quick solutions. Drawing The post The Power of Decisive Action Part 3 – More, Better or Different: Crafting Your Next Best Action with Jon Kuttin appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
The Power of Decisive Action Part 2 – From Intangible to Tangible: Building Unstoppable Momentum with Jon Kuttin 23:36

منذ 30 weeks23:36

23:36

Ready for part 2 of a real hands-on session with Jon Kuttin on decision making? Today, Jon goes deeper on this topic and focuses on the essential transition from conceptualization to implementation. He reviews a real example with his wealth management firm's commitment to moving clients' assets to a discretionary management system to enhance efficiency The post The Power of Decisive Action Part 2 – From Intangible to Tangible: Building Unstoppable Momentum with Jon Kuttin appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
The Power of Decisive Action Part 1 – Deciding vs. Doing with Jon Kuttin 13:58

منذ 32 weeks13:58

13:58

Ready for a real hands-on session with Jon Kuttin on decision making? Join us for this week’s podcast with Jon as he delves into the distinction between decision-making and action, using a parable about frogs to illustrate that deciding to act is not the same as taking action. Jon outlines the concept of adult learning as The post The Power of Decisive Action Part 1 – Deciding vs. Doing with Jon Kuttin appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Financial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon Hay 32:21

منذ 34 weeks32:21

32:21

On this week’s episode of Quantum Growth for Financial Advisors, we shift gears towards the accounting firm industry and delve into a concept that is one of the core focuses of Kuttin Consulting Group - accounting firm partnerships. Today, we take it a step further and talk about accounting firm acquisitions as it relates to wealth The post Financial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon Hay appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Identifying the Constraints in your Practice Part 3 with Jon Randall, CMC™ 32:01

منذ 36 weeks32:01

32:01

On this week’s episode of Quantum Growth for Financial Advisors, we welcome back Jon Randall again to dive into part 3 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 The post Identifying the Constraints in your Practice Part 3 with Jon Randall, CMC™ appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Best Quantum Growth Moments of 2024 22:07

منذ 39 weeks22:07

22:07

As we head into the last few weeks of 2024 and get ready for the holiday season, we wanted to end this year of growth and personal development on a positive note and recap some of the best moments from our guests on the Quantum Growth for Financial Advisors podcast this year! Listen in for The post Best Quantum Growth Moments of 2024 appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
The Efficiency Factor with Libby Greiwe 51:45

منذ 41 weeks51:45

51:45

Welcome back to Quantum Growth for Financial Advisors for one of our last episodes of 2024! This week, Jon welcomes Libby Greiwe of The Efficient Advisor to the show to talk about all things efficiency when running your advisory practice. Libby shares her transformative experience in the financial advisory industry, detailing how she restructured her The post The Efficiency Factor with Libby Greiwe appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
The Grit Factor: Cultivating Perseverance for Success with Marissa Levin 44:25

منذ 43 weeks44:25

44:25

Welcome back to Quantum Growth for Financial Advisors! This week, Jon talks about a subject that has been pivotal in his personal growth and development - GRIT. Join Jon and Marissa Levin, entrepreneur and CEO of Marissa International as they delve into all things GRIT. Today's episode highlights the importance of grit and resilience in The post The Grit Factor: Cultivating Perseverance for Success with Marissa Levin appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Identifying the Constraints in your Practice Part 2 with Jon Randall, CMC™ 30:24

منذ 45 weeks30:24

30:24

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 The post Identifying the Constraints in your Practice Part 2 with Jon Randall, CMC™ appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Identifying the Constraints in your Practice with Jon Randall, CMC™ 24:16

منذ 49 weeks24:16

24:16

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. The post Identifying the Constraints in your Practice with Jon Randall, CMC™ appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
The Proven Systems that Scale Your Business with Jon Kuttin 1:05:49

منذ 1 year1:05:49

1:05:49

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 The post The Proven Systems that Scale Your Business with Jon Kuttin appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
The Type Two Fun Concept: Supercharging and Sustaining Motivation Part 2 with Michael Futterman 36:51

منذ 1 year36:51

36:51

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 post The Type Two Fun Concept: Supercharging and Sustaining Motivation Part 2 with Michael Futterman appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
The Type Two Fun Concept: Supercharging and Sustaining Motivation Part 1 with Michael Futterman 24:57

منذ 1 year24:57

24:57

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 The post The Type Two Fun Concept: Supercharging and Sustaining Motivation Part 1 with Michael Futterman appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Featured Podcast: Ultimate Advisor Podcast – Scaling a Multi Billion Dollar Advisory Practice Through Mastering Leadership with Jon Kuttin 37:47

منذ 1 year37:47

37:47

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 The post Featured Podcast: Ultimate Advisor Podcast – Scaling a Multi Billion Dollar Advisory Practice Through Mastering Leadership with Jon Kuttin appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
The 90/10 Transformation with Brittany Anderson 53:37

منذ 1 year53:37

53:37

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 The post The 90/10 Transformation with Brittany Anderson appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
The Language of Referrals Part 2 with Bill Cates

منذ 1 year

—

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 The post The Language of Referrals Part 2 with Bill Cates appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
The Language of Referrals with Bill Cates 26:43

منذ 1 year26:43

26:43

Welcome back to Quantum Growth for Financial Advisors! This week, we welcome back Bill Cates, 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. The post The Language of Referrals with Bill Cates appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice with Paul G. McManus and Tony Maree Torrey 47:05

منذ 1 year47:05

47:05

Welcome back to the show Quantum Growth for Financial Advisors listeners! Today we welcome back Paul G. McManus and Tony Maree Torrey of More Clients More Fun (MCMF) Publishing to discuss going deeper on synergistic marketing in the financial services industry. Paul and Tony introduce the concept of the “influencer accelerator” strategy to leverage guest The post The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice with Paul G. McManus and Tony Maree Torrey appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Unlocking Your True Entrepreneurial Potential Part 2 with Dan Sullivan 37:34

منذ 1 year37:34

37:34

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 The post Unlocking Your True Entrepreneurial Potential Part 2 with Dan Sullivan appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Unlocking Your True Entrepreneurial Potential Part 1 with Dan Sullivan 30:39

منذ 1 year30:39

30:39

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 The post Unlocking Your True Entrepreneurial Potential Part 1 with Dan Sullivan appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Quantum Growth: Navigating Expansion, Change and Success in Wealth Management with Jared Cohen 42:51

منذ 1 year42:51

42:51

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 The post Quantum Growth: Navigating Expansion, Change and Success in Wealth Management with Jared Cohen appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Situational Leadership Masterclass with Jon Kuttin 26:16

منذ 1 year26:16

26:16

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. The post Situational Leadership Masterclass with Jon Kuttin appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Featured Podcast: Top Advisor Marketing Podcast – Insider Secrets for Accelerating Growth With Jon Kuttin and Matt Halloran 35:06

منذ 2 years35:06

35:06

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, The post Featured Podcast: Top Advisor Marketing Podcast – Insider Secrets for Accelerating Growth With Jon Kuttin and Matt Halloran appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Taking WOW to the Next Level: Beyond Thoughtful Gestures with Michael Futterman 47:30

منذ 2 years47:30

47:30

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 The post Taking WOW to the Next Level: Beyond Thoughtful Gestures with Michael Futterman appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
The Seven Motivations of Leaders and Driving Employee Engagement Featuring Ray Kelly 37:37

منذ 2 years37:37

37:37

We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, Ray discusses how to achieve full engagement from a team. Ray emphasizes the importance of understanding employee motivations and delves into some key insights and findings on how to influence that process The post The Seven Motivations of Leaders and Driving Employee Engagement Featuring Ray Kelly appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
A Discussion on the Entrepreneurial Operating System (EOS) 32:56

منذ 2 years32:56

32:56

On this week's episode of Quantum Growth for Financial Advisors, Jena and Jon delve into the concept of EOS, with Jon sharing his firm's experience using it and its commonality among successful entrepreneurial businesses. They discuss the roles of a visionary and an integrator within a business and how EOS helps in defining and achieving The post A Discussion on the Entrepreneurial Operating System (EOS) appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Leading Financial Services Teams – Small Changes That Lead to Big Results with Julie Genjac and John Diehl of Hartford Funds 51:33

منذ 2 years51:33

51:33

As we start off 2024, are you looking at changes to make within your team to drive better results this year? On this week’s episode of the Quantum Growth for Financial Advisors podcast, we talk to Julie Genjac and John Diehl of Hartford Funds to review some key concepts of leading financial services teams by The post Leading Financial Services Teams – Small Changes That Lead to Big Results with Julie Genjac and John Diehl of Hartford Funds appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Best Quantum Growth Moments of 2023 41:19

منذ 2 years41:19

41:19

As we head into the last few weeks of 2023 and get ready for the holiday season, we wanted to end this year of growth and personal development on a positive note and recap some of the best moments from our guests on the Quantum Growth for Financial Advisors podcast this year! Listen in for The post Best Quantum Growth Moments of 2023 appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Leveraging Financial Data to Drive Business Results with Sean Rogers 44:07

منذ 2 years44:07

44:07

Are you automating your bookkeeping and leveraging technology for business growth? On this week’s episode of the Quantum Growth for Financial Advisors podcast, we talk to Sean Rogers, the founder and CEO of Digital Financial Officers. Sean shares his experience in providing personal CFO work to high-net-worth individuals and their families which led him to The post Leveraging Financial Data to Drive Business Results with Sean Rogers appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Featured Podcast: Ray Kelly on The Million Dollar Producer Show – Transformative Leadership to Build a Billion-Dollar Wealth Management Firm 47:11

منذ 2 years47:11

47:11

We are back with a special episode this week before Thanksgiving featuring Ray Kelly on the Million Dollar Producer show, hosted by Paul G. McManus. In this episode, Paul welcomes leadership expert Ray Kelly to his podcast. As a leadership coach and a pivotal figure in the financial advisory world, Ray has dedicated his career The post Featured Podcast: Ray Kelly on The Million Dollar Producer Show – Transformative Leadership to Build a Billion-Dollar Wealth Management Firm appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
10x Growth: Unleashing the Power of Exponential Success Part 2 with Dan Sullivan 27:35

منذ 2 years27:35

27:35

We are back again this week with Part 2 of one our most anticipated episodes of the Quantum Growth for Financial Advisors Podcast! This week, we welcome back Dan Sullivan of Strategic Coach to our show to continue the discussion about his new book: 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by The post 10x Growth: Unleashing the Power of Exponential Success Part 2 with Dan Sullivan appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
10x Growth: Unleashing the Power of Exponential Success Part 1 with Dan Sullivan 36:47

منذ 2 years36:47

36:47

We are back this week with one of our most anticipated episodes of the Quantum Growth for Financial Advisors Podcast! This week, we welcome Dan Sullivan of Strategic Coach to our show to talk about his new book: 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less. Jon has been a The post 10x Growth: Unleashing the Power of Exponential Success Part 1 with Dan Sullivan appeared first on Kuttin Consulting Group .…

Quantum Growth for Financial Advisors

1
Leveraging LinkedIn Marketing to Increase Your Influence and Drive Results with Paul G. McManus 53:54

منذ 2 years53:54

53:54

We are back with our another episode of Quantum Growth for Financial Advisors with Jon Kuttin to learn how you can leverage one of the most powerful and networking tools in the financial services industry - LinkedIn! Join Jon Kuttin and Paul G. McManus of More Clients More Fun and author of The Short Book The post Leveraging LinkedIn Marketing to Increase Your Influence and Drive Results with Paul G. McManus appeared first on Kuttin Consulting Group .…

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.