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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 and picks his brain on key strategies and the overall mindset of being successful in the M&A space.

With more than 100 completed acquisitions, Jon has built a repeatable, proven framework for identifying the right opportunities, structuring smarter deals, and becoming the buyer sellers want to work with—even when he isn’t necessarily the highest bidder. Jon and Frank go deep on why not every advisor should be a buyer, what it truly takes to be acquisition-ready, and how elite acquirers think about leverage, valuation, debt, and multi-year succession plans.

Jon also shares real numbers, deal structures, and firsthand lessons that demystify the math—and the mindset—behind building a true acquisition engine.

You don’t want to miss this one!

Listen in to learn:

  • How Today’s Hyper-Competitive Landscape Is Reshaping Wealth Management M&A Strategy
  • The Three Real Reasons Advisors Pursue Acquisitions — and Which Ones Drive Long-Term Success and Value for Both the Buyer and the Seller
  • What “Leverage,” Bank Financing, and EBITDA-Based Lending Look Like in Practice
  • Why “Fixer-Upper” Books May Deliver the Strongest ROI for Buyers
  • How Elite Buyers Win by Mastering the Emotional Side of Selling
  • The Art of Building a Safe Landing Place and Ecosystem for Sellers, Teams, and Clients
  • Why Phased Buyouts and Longer Term Plans Often Create Better Economics and Retention for Everyone Involved

Resources:

About Frank:

Frank LaRosa has achieved a distinguished career in financial services, spanning more than 25 years. Frank is a sought-after industry leader whose expert opinion is frequently quoted in publications including Investment News, OnWallStreet, AdvisorHub, and Forbes Business Council. Frank began his career in the business sector after graduating from Kean University with a B.S. in marketing. His resume includes financial advisor positions at Smith Barney and Prudential Securities, as well as executive director for Morgan Stanley. In 2011, Frank launched his company Elite Consulting Partners, a transition consulting firm with a unique, advisor-first approach to recruiting. Under Frank’s leadership, Elite Consulting Partners has become one of the most prominent, successful, and well-respected recruiting firms in the industry.

Connect with Jon Kuttin and Kuttin Consulting Group: