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.

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 <a href="https://www.kuttinconsultinggroup.com/2022/07/06/transitioning-as-an-advisor-during-down-and-volatile-markets/" rel="nofollow" target="_blank">Transitioning as an Advisor During Down and Volatile Markets</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

Transitioning as an Advisor During Down and Volatile Markets

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 &amp; The Quantum Growth Mastermind Program 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 <a href="https://www.kuttinconsultinggroup.com/2022/06/22/exploring-mastermind-groups-the-quantum-growth-mastermind-program/" rel="nofollow" target="_blank">Exploring Mastermind Groups &amp; The Quantum Growth Mastermind Program</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

Exploring Mastermind Groups & The Quantum Growth Mastermind Program

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 &amp; 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.

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 &amp; Sales at Lawyers with Purpose.  Listen in as they The post <a href="https://www.kuttinconsultinggroup.com/2022/06/09/how-advisors-can-connect-and-collaborate-with-attorneys/" rel="nofollow" target="_blank">How Advisors Can Connect and Collaborate with Attorneys</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

How Advisors Can Connect and Collaborate with Attorneys

Ray Kelly

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 &amp; 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.

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 &amp; 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 <a href="https://www.kuttinconsultinggroup.com/2022/05/25/key-takeaways-from-the-eos-conference-with-ray-kelly/" rel="nofollow" target="_blank">Key Takeaways From the EOS Conference™ with Ray Kelly</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

Key Takeaways From the EOS Conference™ with Ray Kelly

You might reach a point in your practice when your excessive client work leaves no room to focus on future business growth and scalability.   This might be the ideal time to transition from being a client-facing advisor to a CEO who leads the company.   In this episode, Jon Kuttin is interviewed by Louis The post How to Account for Growth: Transitioning from Advisor to CEO appeared first on Kuttin Consulting Group.

You might reach a point in your practice when your excessive client work leaves no room to focus on future business growth and scalability.   This might be the ideal time to transition from being a client-facing advisor to a CEO who leads the company.   In this episode, Jon Kuttin is interviewed by Louis The post <a href="https://www.kuttinconsultinggroup.com/2022/05/11/how-to-account-for-growth-transitioning-from-advisor-to-ceo/" rel="nofollow" target="_blank">How to Account for Growth: Transitioning from Advisor to CEO</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

How to Account for Growth: Transitioning from Advisor to CEO

Advisors, are you ready to take control of your company’s helm? This means focusing less on client work and more on business development as a leader! In this episode, Jon Kuttin helps you leap from being just an advisor to leading your company as an entrepreneur. Jon draws from his experience in using the Entrepreneurial The post Using the EOS System to Turn Advisors into Entrepreneurs appeared first on Kuttin Consulting Group.

Advisors, are you ready to take control of your company’s helm? This means focusing less on client work and more on business development as a leader! In this episode, Jon Kuttin helps you leap from being just an advisor to leading your company as an entrepreneur. Jon draws from his experience in using the Entrepreneurial The post <a href="https://www.kuttinconsultinggroup.com/2022/04/27/turning-advisors-into-entrepreneurs/" rel="nofollow" target="_blank">Using the EOS System to Turn Advisors into Entrepreneurs</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

Using the EOS System to Turn Advisors into Entrepreneurs

Do you want your team to follow you because “you say so”? Or because they believe in your vision? If you picked the latter, your business might need a cultural transformation. In this episode, Jon Kuttin gets on the other side of the mic and is interviewed by Ryan Goulart, vice president of business development The post A Cultural Transformation: How To Drive Your Vision and Nurture Future Leaders appeared first on Kuttin Consulting Group.

Do you want your team to follow you because “you say so”? Or because they believe in your vision? If you picked the latter, your business might need a cultural transformation. In this episode, Jon Kuttin gets on the other side of the mic and is interviewed by Ryan Goulart, vice president of business development The post <a href="https://www.kuttinconsultinggroup.com/2022/04/14/a-cultural-transformation-how-to-drive-your-vision-and-nurture-future-leaders/" rel="nofollow" target="_blank">A Cultural Transformation: How To Drive Your Vision and Nurture Future Leaders</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

A Cultural Transformation: How To Drive Your Vision and Nurture Future Leaders

Frank LaRosa

Whether you’re moving from one firm to another, going independent, or preparing for an exit, having a process in place can make your transition easier. In this episode, Jon Kuttin joins Frank LaRosa, founder, and CEO of Elite Consulting Partners and host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa.” Together, The post Navigating Your Transition as a Financial Advisor with Frank LaRosa appeared first on Kuttin Consulting Group.

Whether you’re moving from one firm to another, going independent, or preparing for an exit, having a process in place can make your transition easier. In this episode, Jon Kuttin joins Frank LaRosa, founder, and CEO of Elite Consulting Partners and host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa.” Together, The post <a href="https://www.kuttinconsultinggroup.com/2022/03/30/navigating-your-transition-as-a-financial-advisor-with-frank-larosa/" rel="nofollow" target="_blank">Navigating Your Transition as a Financial Advisor with Frank LaRosa</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

Navigating Your Transition as a Financial Advisor with Frank LaRosa

Jon Randall

Are you a CEO that has plans of growing your business, but your best-laid plans often go astray? Are you spending more time working in the business than working on the business? If you answered yes to one or both of the questions above, you might want to consider making a change, and Jon Randall, The post How to Become a True CEO of Your Business with Jon Randall, CMC™ appeared first on Kuttin Consulting Group.

Are you a CEO that has plans of growing your business, but your best-laid plans often go astray? Are you spending more time working in the business than working on the business? If you answered yes to one or both of the questions above, you might want to consider making a change, and Jon Randall, The post <a href="https://www.kuttinconsultinggroup.com/2022/03/16/how-to-become-a-true-ceo-of-your-business-with-jon-randall-cmc/" rel="nofollow" target="_blank">How to Become a True CEO of Your Business with Jon Randall, CMC™</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

How to Become a True CEO of Your Business with Jon Randall, CMC™

David Grau

David Grau Jr

Are you an advisor looking to grow your practice inorganically? Or an advisor looking to create an exit strategy? Either way, you might be interested in learning about the current landscape for mergers and acquisitions (M&amp;A). In this episode, Jon Kuttin speaks with David Grau Jr., founder, and CEO of Succession Resource Group. David talks The post 2021 M&amp;A Recap in the Financial Services Space &amp; Looking Ahead to 2022 With David Grau Jr. appeared first on Kuttin Consulting Group.

Are you an advisor looking to grow your practice inorganically? Or an advisor looking to create an exit strategy? Either way, you might be interested in learning about the current landscape for mergers and acquisitions (M&amp;A). In this episode, Jon Kuttin speaks with David Grau Jr., founder, and CEO of Succession Resource Group. David talks The post <a href="https://www.kuttinconsultinggroup.com/2022/03/02/2021-ma-recap-in-the-financial-services-space-looking-ahead-to-2022-with-david-grau-jr/" rel="nofollow" target="_blank">2021 M&amp;A Recap in the Financial Services Space &amp; Looking Ahead to 2022 With David Grau Jr.</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

2021 M&A Recap in the Financial Services Space & Looking Ahead to 2022 With David Grau Jr.

Providing insights and interviews from industry leaders to help financial advisors create quantum growth.

When you WOW your clients with an unforgettable experience, they tell their friends and family about it. In other words, improving your client experience is a great way to boost referrals! In this episode, Jon Kuttin speaks with returning guest Jon Randall, CMC™, chief coaching officer at Dynamic Directions. Together, they outline the different client The post The “WOW” Experience – How to Replicate Your Best Clients With Jon Randall, CMC™ appeared first on Kuttin Consulting Group.

When you WOW your clients with an unforgettable experience, they tell their friends and family about it. In other words, improving your client experience is a great way to boost referrals! In this episode, Jon Kuttin speaks with returning guest Jon Randall, CMC™, chief coaching officer at Dynamic Directions. Together, they outline the different client The post <a href="https://www.kuttinconsultinggroup.com/2022/02/09/the-wow-experience-how-to-replicate-your-best-clients-with-jon-randall-cmc/" rel="nofollow" target="_blank">The “WOW” Experience – How to Replicate Your Best Clients With Jon Randall, CMC™</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

The “WOW” Experience – How to Replicate Your Best Clients With Jon Randall, CMC™

Anton Anderson

To offer a more holistic and proactive client experience, establishing strong advisor-CPA relationships is crucial. In this episode, Jon Kuttin speaks with returning guest Anton Anderson, managing partner at Elite Resource Team. They explore strategies to win over CPA partnerships and get more referrals in a period of 90 days, along with marketing tips to The post The Virtual Family Office: How To Nurture Advisor-CPA Relationships With Anton Anderson appeared first on Kuttin Consulting Group.

To offer a more holistic and proactive client experience, establishing strong advisor-CPA relationships is crucial. In this episode, Jon Kuttin speaks with returning guest Anton Anderson, managing partner at Elite Resource Team. They explore strategies to win over CPA partnerships and get more referrals in a period of 90 days, along with marketing tips to The post <a href="https://www.kuttinconsultinggroup.com/2022/01/26/the-virtual-family-office-how-to-nurture-advisor-cpa-relationships-with-anton-anderson/" rel="nofollow" target="_blank">The Virtual Family Office: How To Nurture Advisor-CPA Relationships With Anton Anderson</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

The Virtual Family Office: How To Nurture Advisor-CPA Relationships With Anton Anderson

Are you a leader? What should a leader look like in your workplace?  Having effective leadership within a workplace and providing valuable tools and tactics for individuals to grow their own leadership skills is beneficial for every avenue of a business. In this episode, Jon Kuttin talks to Ray Kelly, Senior Vice President &amp; Consultant The post Identify Your Weaknesses and Opportunities to Improve Your Level of Leadership with Ray Kelly appeared first on Kuttin Consulting Group.

Are you a leader? What should a leader look like in your workplace?  Having effective leadership within a workplace and providing valuable tools and tactics for individuals to grow their own leadership skills is beneficial for every avenue of a business. In this episode, Jon Kuttin talks to Ray Kelly, Senior Vice President &amp; Consultant The post <a href="https://www.kuttinconsultinggroup.com/2022/01/12/identify-your-weaknesses-and-opportunities-to-improve-your-level-of-leadership-with-ray-kelly/" rel="nofollow" target="_blank">Identify Your Weaknesses and Opportunities to Improve Your Level of Leadership with Ray Kelly</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

Identify Your Weaknesses and Opportunities to Improve Your Level of Leadership with Ray Kelly

Julie Littlechild

Improving your client engagement makes you far more referable. Plus, it opens the doors for valuable feedback that helps your advisory practice grow! In this episode, Jon Kuttin speaks with Julie Littlechild, the founder and CEO at Absolute Engagement and the co-host of the Becoming Referable podcast. Julie shares proven strategies (backed by comprehensive market The post Take Your Client Engagement to the Next Level With Julie Littlechild appeared first on Kuttin Consulting Group.

Improving your client engagement makes you far more referable. Plus, it opens the doors for valuable feedback that helps your advisory practice grow! In this episode, Jon Kuttin speaks with Julie Littlechild, the founder and CEO at Absolute Engagement and the co-host of the Becoming Referable podcast. Julie shares proven strategies (backed by comprehensive market The post <a href="https://www.kuttinconsultinggroup.com/2021/12/15/take-your-client-engagement-to-the-next-level-with-julie-littlechild/" rel="nofollow" target="_blank">Take Your Client Engagement to the Next Level With Julie Littlechild</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

Take Your Client Engagement to the Next Level With Julie Littlechild

Stephen Wershing

Do you want to elevate your client experience but don’t know where to start? It’s time to create a client advisory board — where your best clients will tell you exactly what they need! In this episode, Jon Kuttin speaks with Stephen Wershing, president of The Client Driven Practice. Stephen shares his comprehensive 7-step process The post How Client Advisory Boards Can Elevate Your Client Experience With Stephen Wershing appeared first on Kuttin Consulting Group.

Do you want to elevate your client experience but don’t know where to start? It’s time to create a client advisory board — where your best clients will tell you exactly what they need! In this episode, Jon Kuttin speaks with Stephen Wershing, president of The Client Driven Practice. Stephen shares his comprehensive 7-step process The post <a href="https://www.kuttinconsultinggroup.com/2021/12/01/client-advisory-boards-with-stephenwershing/" rel="nofollow" target="_blank">How Client Advisory Boards Can Elevate Your Client Experience With Stephen Wershing</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

How Client Advisory Boards Can Elevate Your Client Experience With Stephen Wershing

Oftentimes, advisors have multiple great ideas to scale their practice. But the real challenge lies in understanding how to prioritize ideas and implement them effectively. Does this sound relatable? In this episode, Jon Kuttin speaks with Jon Randall, CMC™, chief coaching officer at Dynamic Directions. They discuss strategies to help you bring your business plans The post Overcome the Execution Gap: How To Bring Ideas to Fruition With Jon Randall, CMC™ appeared first on Kuttin Consulting Group.

Oftentimes, advisors have multiple great ideas to scale their practice. But the real challenge lies in understanding how to prioritize ideas and implement them effectively. Does this sound relatable? In this episode, Jon Kuttin speaks with Jon Randall, CMC™, chief coaching officer at Dynamic Directions. They discuss strategies to help you bring your business plans The post <a href="https://www.kuttinconsultinggroup.com/2021/11/17/overcome-the-execution-gap-how-to-bring-ideas-to-fruition-with-jon-randall-cmc/" rel="nofollow" target="_blank">Overcome the Execution Gap: How To Bring Ideas to Fruition With Jon Randall, CMC™</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

Overcome the Execution Gap: How To Bring Ideas to Fruition With Jon Randall, CMC™

Summary: Most advisors plan for the next quarter. Few advisors plan for the full next year. But very few advisors plan for the next 10 years! In this episode, Jon Kuttin explains why a 10-year business plan is crucial for advisors and how to create it. He also takes a deep dive into business planning The post Make Your Dream Business a Reality! appeared first on Kuttin Consulting Group.

Summary: Most advisors plan for the next quarter. Few advisors plan for the full next year. But very few advisors plan for the next 10 years! In this episode, Jon Kuttin explains why a 10-year business plan is crucial for advisors and how to create it. He also takes a deep dive into business planning The post <a href="https://www.kuttinconsultinggroup.com/2021/11/03/make-your-dream-business-a-reality/" rel="nofollow" target="_blank">Make Your Dream Business a Reality!</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

Make Your Dream Business a Reality!

Summary: Moving from a small practice to a big enterprise can require many fundamental business changes. How do you identify those changes? And more importantly, how do you prioritize them? Find the answers to these questions in today’s episode as Jon Kuttin interviews Jennifer Goldman, CFP®, founder of Jennifer Goldman Consulting. Jennifer shares some powerful The post Growing Your Business Through Change Management appeared first on Kuttin Consulting Group.

Summary: Moving from a small practice to a big enterprise can require many fundamental business changes. How do you identify those changes? And more importantly, how do you prioritize them? Find the answers to these questions in today’s episode as Jon Kuttin interviews Jennifer Goldman, CFP®, founder of Jennifer Goldman Consulting. Jennifer shares some powerful The post <a href="https://www.kuttinconsultinggroup.com/2021/10/20/growing-your-business-through-change-management/" rel="nofollow" target="_blank">Growing Your Business Through Change Management</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

Growing Your Business Through Change Management

Summary: Do you have an aging clientele? What happens when they pass away? Research shows that in such situations, most heirs transfer their assets to another advisor, resulting in “heir leak”. In this episode, Jon Kuttin is joined by Bill Good, the chairman and founder of Bill Good Marketing, to help advisors minimize heir leak The post Reaching the Next Generation and Preventing the Heir Leak appeared first on Kuttin Consulting Group.

Summary: Do you have an aging clientele? What happens when they pass away? Research shows that in such situations, most heirs transfer their assets to another advisor, resulting in “heir leak”. In this episode, Jon Kuttin is joined by Bill Good, the chairman and founder of Bill Good Marketing, to help advisors minimize heir leak The post <a href="https://www.kuttinconsultinggroup.com/2021/10/06/reaching-the-next-generation-and-preventing-the-heir-leak/" rel="nofollow" target="_blank">Reaching the Next Generation and Preventing the Heir Leak</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

Reaching the Next Generation and Preventing the Heir Leak

Summary: Client experience has strengthened advisor development. And this has certainly helped us grow our business – and that’s exactly what we want to help you with this week. In this episode, Jonathan Kuttin sits down with Jake Dunlap, and together they provide the advice you need to thrive your business as a financial advisor. The post Organic Growth &amp; Client Experience:  Expanding Your Business From Within appeared first on Kuttin Consulting Group.

Summary: Client experience has strengthened advisor development. And this has certainly helped us grow our business – and that’s exactly what we want to help you with this week. In this episode, Jonathan Kuttin sits down with Jake Dunlap, and together they provide the advice you need to thrive your business as a financial advisor. The post <a href="https://www.kuttinconsultinggroup.com/2021/09/22/organic-growth-client-experience-expanding-your-business-from-within/" rel="nofollow" target="_blank">Organic Growth &amp; Client Experience: Expanding Your Business From Within</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

Organic Growth & Client Experience:  Expanding Your Business From Within

Quantum Growth for Financial Advisors

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