From Solo Advisor to Elite Organization – Episode 301 – 2.5M to 5M GDC

We are back with another episode of Quantum Growth for Financial advisors with Jon Randall & Jon Kuttin.  This week, we continue our new Multi-Part Educational Classroom Series for Financial Advisors Looking for Quantum Growth within their Practices! In our first episode we reviewed the beginning of the journey as an advisor to get to

Building Relationships with CPAs and Accountants – The Initial Steps with Joseph Greco

Join us today for a special episode of Quantum Growth for Financial Advisors where we delve into how we teach advisors that we coach at Kuttin Consulting Group about our own internal processes and systems to build relationships with CPAs and accountants. Today, we review the 1st and 2nd meeting process and framework that we

Kuttin Consulting Group Receives 2022 Global Tax Award

Press Release FOR IMMEDIATE RELEASE KUTTIN CONSULTING GROUP Receives 2022 Global Tax Award United Kingdom, 2023 – Wealth & Finance magazine announces the winners of the Global Tax Awards 2022. The tax industry is competitive, complex, and extremely vital to society. It is absolutely essential for not only the corporate landscape, but for individuals around

By |2023-03-24T11:21:07-04:00March 17th, 2023|Financial Advisors, Professional Alliances|0 Comments

Breaking Down The Vision Traction Organizer And Making It Applicable To Your Business

We are back with another episode of Quantum Growth for Financial Advisors to break down the EOS System (Entrepreneurial Operating System) with Jon Kuttin and how this tool can help you gain clarity with your vision and organize your business.  Today we are focusing on the VTO tool (the vision traction organizer) and how this

From Solo Advisor to Elite Organization – Episode 201 – 1M to 2.5M GDC

We are back with another episode of Quantum Growth for Financial advisors with Jon Randall & Jon Kuttin.  This week, we continue on our new Multi-Part Educational Classroom Series for Financial Advisors Looking for Quantum Growth within their Practices! Join Jon Randall and Jon Kuttin for our 201 Episode focused on Advisors looking to reach

2022 M&A Recap in the Financial Services Space & What’s Next for the Industry

We are back with our next episode of Quantum Growth for Financial Advisors!  This week, we review the M&A space with David Grau Jr. at Succession Resource Group to recap what the wealth management industry saw in 2022. David talks about the noteworthy trends in M&A for financial advisors that occurred last year and compares

From Solo Advisor to Elite Organization – Episode 101 – Up to 1M GDC

We are back with Jon Randall & Jon Kuttin with our new Multi-Part Educational Classroom Series for Financial Advisors Looking for Quantum Growth within their Practices! Join Jon Randall and Jon Kuttin for our introductory episode - Episode 101 - Focused on Advisors Looking to Get to 1M of GDC (production) within their businesses. Jon

Jon Answers Leadership Questions – Actionable Techniques to Lead Your Growing Organization

Advisors, as we kick off 2023 and look forward to a strong year ahead – we wanted to start this year off with a focus on leadership. This week, Jon reviews 5 thoughtful leadership questions that were asked of him on one of his last Mastermind Group Coaching Session with Jon Randall of eXtraordinary Financial

More Of Everything? Or Is It Time To Go Deeper For Growth?

As advisors and business owners, we tend to always have a focus on the next big growth goal, acquisition, or expansion within our business.   But is more always better? On this episode of Quantum Growth for Financial Advisors, Jon Kuttin reviews talking points and reflections about whether it may be time to focus on what

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