Podcast: Play in new window | Download

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 “advisor to CEO” journey and experiences as well as strategies for building a successful business and scaling a team. Jon emphasizes the importance of implementing simple systems and processes, effectively communicating vision and goals to the team, and avoiding micromanagement to achieve business growth and success. The conversation also touched on personal struggles and challenges faced by both Derek and Jon, highlighting their determination to overcome obstacles and achieve success.

Learn how Jon structures his wealth management business by emphasizing the importance of specialization and building out different divisions. They detailed the functions of client-facing advisors, business development, marketing, operations, and the executive team, as well as the recent addition of key leadership roles like the chief financial officer and chief operating officer. Furthermore, they highlighted the geographical expansion of the business, with beachhead leaders overseeing different territories and teams.

The conversation also delved into the importance of effective leadership and emotional competence in managing stress. Derrick discussed the need to focus only on the things that can be controlled or influenced, sharing personal experiences and insights on how this approach has helped him feel more in control of his destiny. Jon emphasizes the importance of recognizing one’s highest and best use, advocating for the hiring of individuals with expertise in areas where the business owner may lack proficiency. Additionally, both Jon and Derrick discuss the significance of effective communication in ensuring that followers comprehend the importance of leading indicators and the broader vision.

The podcast also highlighted the value of investing in oneself, with Jon sharing his dedication to self-improvement through podcasts and books as a key investment. The discussion also touched on the pivotal role of financial advisors in helping clients make decisions aligned with their core values and the significance of proactive client experiences. Derrick and Jon both focused on the importance of mentoring and guiding youth to make good decisions, emphasizing the impact of education, environment, and experience on personal growth.

Resources:

Connect with Jon Kuttin Kuttin and Consulting Group:

About our Guest:

Derrick Kinney is changing how you feel about money—and it’s beginning a revolution (literally!) involving business leaders around the country. He’s the author of the national Wall Street Journal and USA TODAY bestselling book, Good Money Revolution.  Kinney believes money is not bad and good people (like you!) should have more of it. After applying these proven principles with thousands of clients, Kinney sold his multimillion-dollar business to teach these success steps to you.  As CEO of Good Money Framework and host of the popular Good Money podcast, Kinney visits with the best business minds to bring you interviews, stories, and inspiration so you can build the business and wealth you deserve.  Known for making complex financial and business topics easy to understand, Kinney is a sought-after guest on local and national media where he has been interviewed on CNBC, FOX News, CNN, FOX Business, PBS, Cheddar News, and Wall Street Journal among others.