by Jonathan Kuttin
Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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🇺🇲
Publishing Since
12/9/2020
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April 18, 2025
This Week on Quantum Growth for Financial Advisors: We’re excited to welcome back one of our most insightful and frequent guests, Jon Randall.<br /> In this episode, Jon Kuttin and Jon Randall explore what it takes to become a million-dollar producer. Randall emphasizes the critical role of mindset and adaptability, pointing out that many advisors plateau in their growth due to resistance to change and outdated thinking. The conversation also dives into how an advisor’s identity shapes their behavior and ultimately drives success.<br /> Kuttin shares his own experience, challenging the self-limiting belief that you can’t scale while working with high-net-worth clients. Despite leading a large team, his average assets under management (AUM) per client remain around $900,000—proof that it’s possible to grow without compromising client quality. Both Jons encourage advisors to focus on higher-tier clients to boost both efficiency and profitability.<br /> Randall further discusses how common mental barriers can stall progress, and Kuttin reinforces this with a powerful reminder: advisors need to stop listening to their limiting beliefs and start changing their internal dialogue. The two stress that coaching is essential for overcoming these mental roadblocks and unlocking real growth.<br /> Later in the episode, Kuttin introduces the “Peter Principle”, explaining how leaders often get promoted into roles they’re not equipped for. He highlights the need to continuously evolve one’s identity and skill set to thrive in leadership positions—especially in today’s rapidly changing wealth management landscape. Randall agrees, adding that personal growth and stepping outside comfort zones are vital to taking a practice to the next level.<br /> Jon Randall and Jon Kuttin discuss:<br /> <br /> * The Mindset and Adaptability Required to Break Through Revenue Plateaus as a Financial Advisor<br /> * How an Advisor’s Identity Influences Their Actions, Growth, and Long-Term Success<br /> * The Impact of Self-Limiting Beliefs Around Client Size—and How to Overcome Them<br /> * Strategies for Scaling a Practice While Maintaining a High Average AUM per Client<br /> * The Power of Coaching in Helping Advisors Shift Their Internal Dialogue and Unlock Growth<br /> * The “Peter Principle” and Why Evolving Leadership Skills Is Essential in a Growing Firm<br /> * Why Stepping Outside Your Comfort Zone Is Critical for Personal and Professional Growth<br /> <br /> Links and Resources:<br /> <br /> * <a href="https://www.amazon.com/Peter-Principle-Dr-Laurence-J/dp/0553054333">The Peter Principle Book by Dr. Laurence J. Peter – Amazon</a><br /> <br /> Connect with Jon Randall:<br /> <br /> * <a href="http://www.xfa.coach/">eXtraordinary Financial Advisors Website</a><br /> * <a href="https://www.linkedin.com/in/jonrandallcmc">Jon Randall LinkedIn</a><br /> * <a href="mailto:%[email protected]">Jon Randall Email</a><br /> <br /> Connect with Kuttin Consulting Group:<br /> <br /> * (855) 722-9393<br /> * <a href="https://www.kuttinconsultinggroup.com/">kuttinconsultinggroup.com</a><br /> * <a href="https://www.linkedin.com/in/jonathankuttin/">LinkedIn: Jonathan Kuttin</a><br /> * <a href="https://www.kuttinconsultinggroup.com/cpa-alliances/">CPA Alliance Coaching</a><br /> * <a href="https://www.ameripriseadvisors.com/team/kuttin-wealth-management/lp/request-contact/1/">Request A Consultation</a><br /> * <a href="https://www.kuttinconsultinggroup.com/subscribe-to-podcast-2/quantum-growth-for-advisors-podcast/">Submit yourself as a guest for the podcast</a><br /> <br /> About our Guest:<br /> Jon Randall is a Certified Master Coach® and Premier Franchise Consultant who hit #1 in GDC Growth on the FC Scorecard for the advisors he works with all over the country. With more than 15 years of experience as a practicing advisor, Jon works with some of the top financial professionals in the industry – the average G...
April 3, 2025
This Week on Quantum Growth for Financial Advisors, we’re excited to welcome back one of our most frequent and insightful guests, Jon Randall.<br /> In this episode, Jon Kuttin and Jon Randall dive deep into how financial advisors can attract, prospect, and engage high-value clients—especially during times of market volatility.<br /> Jon Randall highlights that consistent and effective communication is a cornerstone of client success. Many advisors miss opportunities simply by not reaching out enough. Strengthening communication with top clients not only deepens relationships but also naturally leads to more referrals—an essential driver of long-term growth.<br /> Another key point from the conversation is the power of personalized service. In a crowded and competitive wealth management space, tailoring your offerings to meet the unique needs of high-net-worth clients sets you apart and builds lasting loyalty.<br /> The episode also features a dynamic role-play exercise with “Johnny,” demonstrating practical outreach strategies using Bill Cates’ VIPS model. The role-play illustrates how to check in with clients meaningfully, reinforce their confidence in their financial plans, and introduce referral conversations in an organic, non-salesy way.<br /> Referrals remain one of the most powerful growth engines for financial advisors. Jon Randall notes that many new clients come directly from existing relationships. By focusing on well-connected clients who are enthusiastic about your services, you can tap into high-potential networks and grow efficiently.<br /> Lastly, the idea of creating a client advocacy board is introduced. This group of loyal clients can offer valuable feedback and act as a sounding board, helping you refine your services and attract more ideal clients within your target market.<br /> Jon Randall and Jon Kuttin discuss:<br /> <br /> * Client Acquisition Strategies during Market Volatility<br /> * The Role of Ideal Client Duplication in Business Growth<br /> * The Importance of Client Communication and Engagement<br /> * Role-Playing Client Outreach Strategies<br /> * Strategies for Leveraging Client Referrals<br /> * The VIPS Model for Enhancing Referrals<br /> * Enhancing Client Referrals Through Service Quality<br /> * Harnessing Client Advocacy for Client Acquisition<br /> <br /> Links and Resources:<br /> <br /> * <a href="https://www.kuttinconsultinggroup.com/2024/05/29/the-language-of-referrals-with-bill-cates/">The Language of Referrals Podcast Part 1 with Bill Cates – Kuttin Consulting Group</a><br /> * <a href="https://www.kuttinconsultinggroup.com/2024/06/12/the-language-of-referrals-part-2-with-bill-cates/">The Language of Referrals Podcast Part 2 with Bill Cates – Kuttin Consulting Group</a><br /> * <a href="https://referralcoach.com/">Bill Cates – Referral Coach</a><br /> <br /> Connect with Jon Randall:<br /> <br /> * <a href="http://www.xfa.coach/">eXtraordinary Financial Advisors Website</a><br /> * <a href="https://www.linkedin.com/in/jonrandallcmc">Jon Randall LinkedIn</a><br /> * <a href="mailto:%[email protected]">Jon Randall Email</a><br /> <br /> Connect with Kuttin Consulting Group:<br /> <br /> * (855) 722-9393<br /> * <a href="https://www.kuttinconsultinggroup.com/">kuttinconsultinggroup.com</a><br /> * <a href="https://www.linkedin.com/in/jonathankuttin/">LinkedIn: Jonathan Kuttin</a><br /> * <a href="https://www.kuttinconsultinggroup.com/cpa-alliances/">CPA Alliance Coaching</a><br /> * <a href="https://www.ameripriseadvisors.com/team/kuttin-wealth-management/lp/request-contact/1/">Request A Consultation</a><br /> * <a href="https://www.kuttinconsultinggroup.com/subscribe-to-podcast-2/quantum-growth-for-advisors-podcast/">Submit yourself as a guest for the podcast</a><br /> <br /> About our Guest:<br /> Jon Randall is a Certified Master Coach® and Premier Franchise Consultant who hit #1 in GDC Growth on the FC Scorecard for the advisors he works with all over the c...
March 21, 2025
In this week’s episode of Quantum Growth for Financial Advisors, Jon welcomes Lera Kooper, Partner at Accountability Services, for an insightful conversation about the evolving role of CPAs in today’s advisory landscape.<br /> Lera shares her journey of transforming traditional, compliance-focused accounting into a proactive, year-round advisory service aimed at reducing stress for business owners and maximizing long-term value. She and Jon dive into the importance of forward-thinking strategies and how collaboration between financial advisors and CPA firms can improve client experiences and drive profitability.<br /> The episode also explores:<br /> <br /> * Why many CPA firms remain compliance-driven—and how to shift toward value-added services<br /> * Lera’s unique discovery process for understanding client needs and tailoring advisory services<br /> * The benefits of adopting a holistic, prescriptive approach to business strategy, with lessons drawn from the U.K. and Australia<br /> * Key challenges business owners face in scaling—and how strong leadership and processes make the difference<br /> * The importance of regular proactive planning meetings and performance reviews for client success<br /> <br /> To wrap up, Lera shares practical tools—including a free discovery call and a DIY scorecard—to help business owners evaluate their financial health and stay accountable on their growth journey.<br /> Topics discussed include:<br /> <br /> * Collaborating with CPA Firms for Greater Client Impact<br /> * Shifting the CPA Industry Toward Advisory Services<br /> * Discovery and Client Needs Assessment<br /> * Positioning Advisory Services for Value<br /> * Scaling Challenges and Leadership for Growth<br /> * KPI Management and Client Engagement<br /> * Prescriptive Strategies for Business Success<br /> * Long-Term Growth with Accounting Firm Clients<br /> <br /> Links:<br /> <br /> * <a href="https://www.accountabilityservices.com/">Accountability Services Website</a><br /> * <a href="https://www.accountabilityservices.com/accelerator-podcast-tax-accounting-business-advisory/">Lera’s Accelerator Podcast – Links to Apple, Spotify and Youtube</a><br /> <br /> Connect with Lera Kooper:<br /> <br /> * <a href="https://www.linkedin.com/in/lerakooper">Lera Kooper – LinkedIn</a><br /> * <a href="[email protected]">Lera Kooper – Email</a><br /> <br /> Connect with Jon Kuttin, Joseph Greco and Kuttin Consulting Group:<br /> <br /> * (855) 722-9393<br /> * <a href="https://www.kuttinconsultinggroup.com/">kuttinconsultinggroup.com</a><br /> * <a href="https://www.linkedin.com/in/jonathankuttin/">LinkedIn: Jonathan Kuttin</a><br /> * <a href="https://www.linkedin.com/in/josephmgreco">LinkedIn: Joseph Greco</a><br /> * <a href="https://www.kuttinconsultinggroup.com/cpa-alliances/">CPA Alliance Coaching</a><br /> * <a href="https://www.ameripriseadvisors.com/team/kuttin-wealth-management/lp/request-contact/1/">Request A Consultation</a><br /> * <a href="https://www.kuttinconsultinggroup.com/subscribe-to-podcast-2/quantum-growth-for-advisors-podcast/">Submit yourself as a guest for the podcast</a><br /> <br /> About Lera Kooper:<br /> Lera is a Chief Business Development Officer and an equity partner of Accountability Services. As an experienced business owner, she is passionate about helping entrepreneurs overcome the obstacles that are holding their businesses back. A graduate of Central Washington University with degrees in Accounting and Supply Chain Management, Lera leverages her background to show clients how accounting and strategic planning illuminate a clear path for achieving financial and personal milestones. Client goals are her goals and she loves guiding business owners through the necessary changes that will develop and grow their enterprises.<br />
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