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
Welcome back to another episode of Quantum Growth for Financial Advisors. We’ve been getting fantastic feedback on our solo episodes with Jon, so we’re keeping that momentum going for today's episode! This week, Jon builds on insights from our previous 10x episode, going deeper into how to think critically about applying 10x principles inside your
We’re back with another solo episode of Quantum Growth for Financial Advisors with Jon Kuttin. Today, Jon explores why financial advisors are increasingly acquiring or partnering with accounting firms to build integrated, family-office-style experiences. He explains how private equity and family office capital—once focused on RIAs—has moved into the accounting middle market, driving up valuations
We’re back with another solo episode of Quantum Growth for Financial Advisors with Jon Kuttin. In this short, high-impact strategy session, Jon challenges advisors and firm leaders to rethink how they pursue growth—and why continuing to focus on “table stakes” activities almost always leads to linear results. Drawing from recent leadership offsites and his own