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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 The post Breaking Down The Vision Traction Organizer And Making It Applicable To Your Business appeared first on Kuttin Consulting Group.

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 The post From Solo Advisor to Elite Organization – Episode 201 – 1M to 2.5M GDC appeared first on Kuttin Consulting Group.

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 The post From Solo Advisor to Elite Organization – Episode 101 – Up to 1M GDC appeared first on Kuttin Consulting Group.

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 The post Jon Answers Leadership Questions – Actionable Techniques to Lead Your Growing Organization appeared first on Kuttin Consulting Group.

We are back with our last episode of 2022! Listen in for Part 2 of the best moments from the Quantum Growth for Financial Advisors Podcast! We hope you had a great year and we can’t wait to see you in 2023! Featuring Clips From: Jon Randall eXtraordinary Coaching Mitchell York Certified EOS Implementer Lisa The post Greatest Hits Part 2 – The Best Quantum Growth Guest Moments from 2022 appeared first on Kuttin Consulting Group.

As we head into the last few weeks of 2022 and get ready for the holiday season, we wanted to end this busy year on the theme of reflection and recap some of the best moments from our guests on the Quantum Growth for Financial Advisors podcast! Listen in for nuggets of wisdom from our The post Greatest Hits – The Best Quantum Growth Guest Moments from 2022 appeared first on Kuttin Consulting Group.

We are back with another episode of Quantum Growth for Financial Advisors! Tune in today for Part 3 of our in-depth discussion with Jon Randall to continue down the path on our current theme of “Creating Advisor Capacity” within your business. In Part 2 of the series, we reviewed these concepts: When to Bring on The post Creating Advisor Capacity Part 3 – Taking the Leap to Form an Ensemble Practice appeared first on Kuttin Consulting Group.

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 The post More Of Everything? Or Is It Time To Go Deeper For Growth? appeared first on Kuttin Consulting Group.

The advice industry is changing rapidly.  The pandemic has greatly accelerated the pivot to a complete digital client experience and has also caused a "shake-up" within the M&A world as business owners look to sell and merge their existing practices for a greater benefit. This week, we are back with a special episode featuring Tony The post AdvisorHub’s Future Outlook of the Wealth Management Industry appeared first on Kuttin Consulting Group.

We are back with Part 2 of our discussion with Jon Randall around Creating Advisor Capacity. If you are looking to free up your time within your advisory practice and focus on the future with your client service model and the expansion of your team, this episode is a must listen for your business. In The post Creating Advisor Capacity Part 2 – Leveraging Associate Advisors appeared first on Kuttin Consulting Group.

Are you looking to free up your time within your advisory practice?  Do you think you have TOO MANY clients?  Are you thinking about hiring a junior advisor or staff member within the next year to create capacity within your organization? If so, this podcast is for you.  Join Jon Kuttin and returning guest Jon The post Creating Advisor Capacity and Expanding Your Client Facing Advisory Team appeared first on Kuttin Consulting Group.

Over the last 10 years, we have learned that many successful advisors, entrepreneurs and businesses employ and execute on the EOS model or the “Entrepreneurial Operating System” framework.  The EOS model is designed to resolve persistent challenges, improve goal setting techniques, and bring operational efficiencies within growing organizations.  This collection of concepts and practical tools The post Introduction to the EOS Framework and Working with an Implementer appeared first on Kuttin Consulting Group.

To engage higher net-worth clientele, most advisors and service-based professionals require a paradigm shift to alter their thinking and service approach. In this episode, Jon Kuttin speaks with returning guest Anton Anderson, managing partner at Elite Resource Team.  Anton discusses Elite’s new Catalyst Program and how the best advisors and teams are adapting a “less The post Elevating Your Collaborative Approach: Less Clients, More Value appeared first on Kuttin Consulting Group.

Advisors and business owners, do you have scheduled time in your calendar for reflecting on your business or practice?   Do you have your next vacation scheduled? Join Jon Kuttin for this special episode of Quantum Growth for Financial Advisors as he reflects on his recent vacation and time out of the office and learn how The post Reflection: A Necessary Piece of the Business Planning Process appeared first on Kuttin Consulting Group.

As the market volatility and uncertainty in 2022 continues, many advisors are leaning on a true comprehensive financial planning approach to help clients plan for their long-term goals. Advisors, are you currently offering true comprehensive financial advice to your clients?  If not, it may be the right time to look at this business vertical very The post Using Financial Planning to Drive Client Engagement appeared first on Kuttin Consulting Group.

As the COVID-19 pandemic seems to be coming to an end, advisors and clients alike are getting back out into the world and engaging with each other in a face-to-face setting again. Like Jonathan Kuttin, many financial advisors that started their careers in the 1990’s utilized educational and dinner seminars to build out their client The post Leveraging Educational Seminars for Turn-Key Client Acquisition appeared first on Kuttin Consulting Group.

It's 2022 and seemingly the 10 year bull market in US equities has come to an abrupt end.   If you are an advisor in transition or a newer advisor to the industry, this type of environment may not be familiar or comfortable for you to make a business move or service your valued clients. Listen The post Transitioning as an Advisor During Down and Volatile Markets appeared first on Kuttin Consulting Group.

Mastermind Groups are a great avenue where like minded entrepreneurs, visionaries, and leaders can share best practices and collaborate to better improve themselves and their businesses.   In this episode, our special guest host Jon Randall discusses with Jon Kuttin their joint experience leading the Quantum Growth Mastermind Program with high producing advisors and how The post Exploring Mastermind Groups & The Quantum Growth Mastermind Program appeared first on Kuttin Consulting Group.

As the advice industry evolves, Financial Advisors, Attorneys and other Professionals are continuously making more of a concerted effort to seek out other Centers of Influence and Referral Sources to grow their practices. In this episode, Jon Kuttin speaks with Lisa Roser, Head of Marketing & Sales at Lawyers with Purpose.  Listen in as they The post How Advisors Can Connect and Collaborate with Attorneys appeared first on Kuttin Consulting Group.

The EOS Conferences™ are a great platform where entrepreneurs, visionaries, and leaders can share their best practices and advice. In this episode, Jon Kuttin speaks with Ray Kelly, Senior Vice President & Consultant at Think2Perform, who recently returned from the EOS Conference™. Ray shares the key takeaways that strongly resonated with him while shedding light The post Key Takeaways From the EOS Conference™ with Ray Kelly appeared first on Kuttin Consulting Group.