Podcast: Play in new window | Download
We’re back with our final episode of Quantum Growth for Financial Advisors for 2025.
As we close out the year, we’re celebrating the conversations, insights, and moments that defined our show. This special end-of-year compilation brings together the most impactful clips, biggest takeaways, and clips from our listener’s favorite episodes.
Thank you for being part of the journey. Here’s to growth, new ideas, and an even bigger year ahead.
Featuring Clips From the Following Episodes:
- The Power of Decisive Action Part 3 – More, Better or Different: Crafting Your Next Best Action with Jon Kuttin
- Financial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon Hay
- How to Scale an Advisory Practice Part 3: Creating a Referable Experience with Jon Randall
- The Million Dollar Blueprint: Strategies of Top Performing Advisors
- Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco
- The Future of Business Advisory: Proactive Advice & Collaboration Between CPAs and Advisors with Lera Kooper
- Advisors, AI, and the Art of Asking Better Questions with Ray Kelly
Connect with Jon Kuttin and Kuttin Consulting Group:
- (855) 722-9393
- www.kuttinconsultinggroup.com
- LinkedIn: Jonathan Kuttin
- Our CPA Alliances Coaching Program
- Submit yourself as a guest for the podcast
Jon Kuttin is a Barron’s Hall of Fame Advisor with 25+ years of experience leading and growing a financial advisory practice. Driven by a mission to build leaders and give back to the financial services industry, Jon launched Kuttin Consulting Group to provide training and consulting services from seasoned practitioners. Jon is skilled at building companies, M&A, leadership, Professional Alliances, Recruiting, and other growth oriented activities. He regular speaks and contributes articles and has been featured in a number of publications including Financial Advisor Magazine. In addition to serving as CEO of Kuttin Consulting Group, Jon serves as a partner in Haydenrock Solutions, a consulting firm helping CPAs build 21st century practices.