Articles - Page 3 of 17 - Kuttin Consulting Group

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

By Joseph Greco|2025-07-02T09:20:51-04:00July 2nd, 2025|All Industries, Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Professional Services, Quantum Growth Advisors Podcast, Topics|

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

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

By Joseph Greco|2025-06-18T17:40:05-04:00June 18th, 2025|Leadership, Practice Management, Quantum Growth Advisors Podcast, Uncategorized|

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.

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

By Joseph Greco|2025-06-04T18:43:36-04:00June 4th, 2025|Leadership, Practice Management, Quantum Growth Advisors Podcast, Uncategorized|

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.

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

By Joseph Greco|2025-05-16T17:56:47-04:00May 16th, 2025|Leadership, Practice Management, Quantum Growth Advisors Podcast, Uncategorized|

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

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

By Jon Kuttin|2025-05-02T09:10:54-04:00May 2nd, 2025|Leadership, Practice Management, Quantum Growth Advisors Podcast, Uncategorized|

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

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

By Joseph Greco|2025-04-18T08:36:35-04:00April 18th, 2025|Leadership, Practice Management, Quantum Growth Advisors Podcast, Uncategorized|

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

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Mastering High Value Client Acquisition and Referral Techniques with Jon Randall

By Joseph Greco|2025-04-03T18:19:38-04:00April 3rd, 2025|Leadership, Practice Management, Quantum Growth Advisors Podcast, Uncategorized|

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

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

By Joseph Greco|2025-03-21T15:47:55-04:00March 21st, 2025|Leadership, Practice Management, Quantum Growth Advisors Podcast, Uncategorized|

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

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

By Joseph Greco|2025-03-05T14:38:44-05:00March 5th, 2025|All Industries, Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Professional Services, Quantum Growth Advisors Podcast, Topics|

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

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

By Joseph Greco|2025-02-20T10:02:33-05:00February 20th, 2025|All Industries, Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Professional Services, Quantum Growth Advisors Podcast, Topics|

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

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