Quantum Growth for Financial Advisors

Quantum Growth for Financial Advisors

Latest Episodes

Introduction to the EOS Framework and Working with an Implementer
September 21, 2022

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 mo

Elevating Your Collaborative Approach: Less Clients, More Value
September 07, 2022

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 retur

Reflection: A Necessary Piece of the Business Planning Process
August 23, 2022

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 epis

Using Financial Planning to Drive Client Engagement
August 04, 2022

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

Leveraging Educational Seminars for Turn-Key Client Acquisition
July 20, 2022

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

Transitioning as an Advisor During Down and Volatile Markets
July 06, 2022

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

Exploring Mastermind Groups & The Quantum Growth Mastermind Program
June 22, 2022

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 epi

How Advisors Can Connect and Collaborate with Attorneys
June 09, 2022

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

Key Takeaways From the EOS Conference™ with Ray Kelly
May 25, 2022

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 Presid

How to Account for Growth: Transitioning from Advisor to CEO
May 11, 2022

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 cl