Welcome back to another episode of Quantum Growth for Financial Advisors! In this second installment of the series on growth mindset and scaling for financial advisors, Jon Kuttin dives into one of the most important—and often overlooked—drivers of success: how decisions are actually made. Building on the prior episode’s discussion around business growth stages and
Welcome back to another episode of Quantum Growth for Financial Advisors! In this kickoff episode of a new series on growth mindset and scaling for financial advisors, Jon Kuttin sets the foundation for thinking bigger—and operating differently—at every stage of business growth. Drawing on the work of Dr. Benjamin Hardy and his collaboration with Dan
Welcome back to another episode of Quantum Growth for Financial Advisors. This week, Jon breaks down one of the most misunderstood growth strategies in the advisory space—M&A. He unpacks why advisors pursue acquisitions in the first place and challenges the common assumption that buying a practice is a fast path to increased cash flow. Jon
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
Scott Wetzel, CEO of Skyview Partners, shares mistakes advisors make in finding and acquiring practices and financing options available. Scott shares what selling advisors are concerned about and how buyers can use that information to attract "sell and stay" opportunities. Scott and Jon also share big mistakes advisors make as buyers and why they aren't