Podcast: Play in new window | Download

Welcome back to another episode of Quantum Growth for Financial Advisors!

In this special shared episode, Jon Kuttin brings you a conversation from The Influential Advisor Podcast, where host Paul G. McManus sits down with Brian Mora, Senior Vice President and Head of Experienced Advisor Recruiting at Ameriprise Financial. Part of Paul’s Top 50 Most Innovative Voices in Advisor Growth series, the discussion asks a question every successful advisor should revisit: can your current firm support your next stage of growth?

Paul and Brian begin with a simple premise: no single firm is perfect for every advisor. The more important question is whether a firm’s partnership has the resources, people, technology, and processes to help an advisor reach their next goals. Brian shares his path from financial advisor to national recruiting leader and offers an inside look at experienced advisor recruiting, including how conversations between advisors and recruiters typically begin.

From there, they explore why successful advisors reconsider their affiliation, from leadership changes and technology and AI to team building, succession, and growth through mergers and acquisitions. Brian explains what real acquisition support involves: helping an advisor identify, evaluate, finance, structure, and integrate an acquired practice, not just permitting the purchase.

The conversation also turns to what high-performing advisory teams do differently, why recruiting requires a compelling team value proposition, and why an advisor’s digital footprint still matters even after a warm referral. Paul and Brian close by looking at why experienced advisor recruiting is so competitive and where listeners can find Brian.

Whether you’re an advisor weighing your next move, a firm leader building a more compelling partnership, or an advisor planning to grow through acquisitions, this episode offers a practical lens for deciding whether your platform is truly built to help you grow.

Listen in to learn:

  • What to evaluate when deciding whether your firm’s partnership can support your next stage of growth
  • Why no single firm is right for every advisor, and why the real test is resources, people, technology, and processes
  • How leadership changes, technology and AI, team building, and succession can prompt an advisor to reconsider their affiliation
  • What real M&A support looks like: helping identify, evaluate, finance, structure, and integrate an acquired practice
  • Brian Mora’s path from financial advisor to national recruiting leader
  • How advisors and recruiters typically start the conversation, and what goes on inside experienced advisor recruiting
  • What high-performing advisory teams do differently to grow
  • Why recruiting requires a compelling team value proposition
  • Why your digital footprint still matters after a warm referral

Connect with Jon Kuttin and Kuttin Consulting Group: