Articles - Page 4 of 17 - Kuttin Consulting Group

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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The Power of Decisive Action Part 1 – Deciding vs. Doing with Jon Kuttin

By Joseph Greco|2025-02-05T15:23:34-05:00February 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|

Ready for a real hands-on session with Jon Kuttin on decision making? Join us for this week’s podcast with Jon as he delves into the distinction between decision-making and action, using a parable about frogs to illustrate that deciding to act is not the same as taking action. Jon outlines the concept of adult learning as

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Financial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon Hay

By Joseph Greco|2025-01-24T15:53:55-05:00January 24th, 2025|Leadership, Practice Management, Quantum Growth Advisors Podcast, Uncategorized|

On this week’s episode of Quantum Growth for Financial Advisors, we shift gears towards the accounting firm industry and delve into a concept that is one of the core focuses of Kuttin Consulting Group - accounting firm partnerships. Today, we take it a step further and talk about accounting firm acquisitions as it relates to wealth

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Identifying the Constraints in your Practice Part 3 with Jon Randall, CMC™

By Joseph Greco|2025-01-10T18:48:52-05:00January 10th, 2025|Leadership, Practice Management, Quantum Growth Advisors Podcast, Uncategorized|

On this week’s episode of Quantum Growth for Financial Advisors, we welcome back Jon Randall again to dive into part 3 of our 3-part series about identifying constraints in your advisory business. Can you actively identify the true constraints within your business and overcome them to achieve sustainable growth? Jon Randall and Jon Kuttin dive

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Best Quantum Growth Moments of 2024

By Joseph Greco|2024-12-16T10:24:41-05:00December 16th, 2024|All Industries, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Quantum Growth Advisors Podcast, Topics|

As we head into the last few weeks of 2024 and get ready for the holiday season, we wanted to end this year of growth and personal development on a positive note and recap some of the best moments from our guests on the Quantum Growth for Financial Advisors podcast this year! Listen in for

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The Efficiency Factor with Libby Greiwe

By Joseph Greco|2024-12-02T16:01:48-05:00December 2nd, 2024|All Industries, Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Development, Professional Services, Quantum Growth Advisors Podcast, Topics|

Welcome back to Quantum Growth for Financial Advisors for one of our last episodes of 2024! This week, Jon welcomes Libby Greiwe of The Efficient Advisor to the show to talk about all things efficiency when running your advisory practice. Libby shares her transformative experience in the financial advisory industry, detailing how she restructured her

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The Grit Factor: Cultivating Perseverance for Success with Marissa Levin

By Joseph Greco|2024-11-18T16:41:52-05:00November 18th, 2024|All Industries, Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Development, Professional Services, Quantum Growth Advisors Podcast, Topics|

Welcome back to Quantum Growth for Financial Advisors! This week, Jon talks about a subject that has been pivotal in his personal growth and development - GRIT. Join Jon and Marissa Levin, entrepreneur and CEO of Marissa International as they delve into all things GRIT. Today's episode highlights the importance of grit and resilience in

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Identifying the Constraints in your Practice Part 2 with Jon Randall, CMC™

By Joseph Greco|2024-11-04T17:46:55-05:00November 4th, 2024|Leadership, Practice Management, Quantum Growth Advisors Podcast, Uncategorized|

On this week’s episode of Quantum Growth for Financial Advisors, we welcome back Jon Randall to dive into part 2 of our 3-part series about identifying constraints in your advisory business. Can you actively identify the true constraints within your business and overcome them to achieve sustainable growth? Jon Randall and Jon Kuttin dive into

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