We are back our 1st episode of Quantum Growth for Financial Advisors in 2026 to welcome Anton Anderson back to the show! As January 2026 begins, this episode invites financial advisors to step back and reassess where their businesses—and their energy—are really going. Against the backdrop of a massive generational wealth transfer and growing public
We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, we give our Quantum Growth listeners insights from Ray Kelly on another powerful FASS (Financial Advisor Success Syndicate) session—this one centered around the evolving intersection of technology and humanity within financial services.
We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, we give our Quantum Growth listeners insights from Ray Kelly on a special FASS (Financial Advisor Success Syndicate) session we recorded a few months ago. In this episode, Ray Kelly dives into
Join us for a special feature episode of Quantum Growth for Financial Advisors! Jon joins Derrick Kinney on his podcast - Good Money with Derrick Kinney to share his journey from starting a wealth management practice as a solo advisor to leading one of the top independent firms in the nation Jon’s reflects on his
On this week’s episode of Quantum Growth for Financial Advisors, we welcome one of our most successful coaching clients - Jared Cohen, CEO and founder of Onyx Bridge Wealth Group. Jared shares his journey from a large broker dealer to launching an RIA and the remarkable growth his team has undergone. He discussed the organic
Ready for a real hands-on and problem solving session with Jon Kuttin on situational leadership? Join us for this week’s podcast with Jon and a hands on training with the KWM team as Jon goes deep into understanding how to effectively leverage the situational leadership model to lead down, across and up across your organization.
We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, Ray discusses how to achieve full engagement from a team. Ray emphasizes the importance of understanding employee motivations and delves into some key insights and findings on how to influence that process
On this week's episode of Quantum Growth for Financial Advisors, Jena and Jon delve into the concept of EOS, with Jon sharing his firm's experience using it and its commonality among successful entrepreneurial businesses. They discuss the roles of a visionary and an integrator within a business and how EOS helps in defining and achieving
As we start off 2024, are you looking at changes to make within your team to drive better results this year? On this week’s episode of the Quantum Growth for Financial Advisors podcast, we talk to Julie Genjac and John Diehl of Hartford Funds to review some key concepts of leading financial services teams by
We are back with a special episode this week before Thanksgiving featuring Ray Kelly on the Million Dollar Producer show, hosted by Paul G. McManus. In this episode, Paul welcomes leadership expert Ray Kelly to his podcast. As a leadership coach and a pivotal figure in the financial advisory world, Ray has dedicated his career