Quantum Growth for Financial Advisors

Hosted by Jonathan Kuttin

Business InvestingInterviews guests

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Episodes

160

Latest episode

Oct 2026

Language

EN-US

About the show

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

Listen to episodes

60 recent

October 23, 20261 hr 6 min

Is Your Firm Built for Your Next Stage of Growth? What Advisors Should Look for in a Partner with Paul McManus and Brian Mora

In this episode, Jon Kuttin shares a conversation between host Paul G. McManus and Brian Mora, senior vice president and head of experienced advisor recruiting at Ameriprise Financial. They explore how to tell whether your firm can support your next stage of growth and what real acquisition support looks like, along with why your digital footprint still matters after a warm referral.

October 15, 202635 min

Build, Buy, or Refer? How Advisors Bring Tax and Wealth Under One Roof with Joe Licciardi

In this episode, Jon Kuttin welcomes back Joe Licciardi to close out their three-part series by exploring what it takes for financial advisors to bring tax services into the wealth management experience. They break down the partnership ladder of referral, joint venture, and investment, plus the build-versus-buy decision, to help advisors match the structure to their goals and capacity.

September 25, 2026

The Four Pillars: What It Really Takes to Scale an Accounting Firm with Joe Licciardi

In this episode, Jon Kuttin welcomes back Joe Licciardi, Managing Director of Torchpoint Advisors, to go deeper on what actually drives growth inside a CPA firm. They explore Torchpoint's four pillars of talent, M&A, wealth integration, and technology, and why most accounting firms are structured more like a job than a scalable business.

September 4, 202654 min

Practice or Business? Why Key Man Risk Is Killing Your Firm’s Valuation with Joe Licciardi

In this episode, Jon Kuttin speaks with Joe Licciardi, founder of Torchpoint Advisors, about what's really capping the value of most CPA and wealth management practices. They explore why key man risk suppresses valuation and how the right growth strategy, deal structure, and succession plan can turn a practice into a sellable business.

August 28, 202611 min

From Signal to Culture: How Leaders Turn Clarity Into Organizational Growth with Jon Kuttin

In this quick-hit episode, Jon Kuttin explores what happens when leaders move beyond mastering Signal vs. Noise personally and begin building a signal-focused culture within their organizations. He shares how leaders can identify key “square rooters,” reinforce the right behaviors, and use communication, education, and systems to help their teams focus on what truly drives growth.

August 7, 202655 min

The Authority Advantage: Why Every Financial Advisor Should Write a Book with Paul and Gabe McManus

Welcome back to another episode of Quantum Growth for Financial Advisors! This week, Jon Kuttin sits down with Paul McManus and Gabe McManus, co-authors of The Authority Operating System, to discuss one of the most underutilized growth strategies available to financial advisors: becoming the recognized authority in your niche. While many advisors spend enormous amounts The post <a href="https://kuttinconsultinggroup.com/2026/08/07/the-authority-advantage-why-every-financial-advisor-should-write-a-book-with-paul-and-gabe-mcmanus/">The Authority Advantage: Why Every Financial Advisor Should Write a Book with Paul and Gabe McManus</a> appeared first on <a href="https://kuttinconsultinggroup.com">Kuttin Consulting Group</a>.

July 23, 202620 min

Signal or Noise? Why High Performers See What Everyone Else Misses with Jon Kuttin

Welcome back to another episode of Quantum Growth for Financial Advisors! In this solo "quick hit" episode, Jon Kuttin explores one of the most powerful frameworks for cutting through distraction and creating meaningful business growth: Signal vs. Noise. Drawing from the work of Dr. Benjamin Hardy, Jon explains why high performers consistently identify and focus The post <a href="https://kuttinconsultinggroup.com/2026/07/22/signal-or-noise-why-high-performers-see-what-everyone-else-misses-with-jon-kuttin/">Signal or Noise? Why High Performers See What Everyone Else Misses with Jon Kuttin</a> appeared first on <a href="https://kuttinconsultinggroup.com">Kuttin Consulting Group</a>.

June 26, 202636 min

Voices of Leadership: Insights from Women in Financial Services

Welcome back to another episode of Quantum Growth for Financial Advisors. In this special episode, we're celebrating some of the incredible women who have helped shape the financial services industry. We've curated some of the most memorable and impactful moments from conversations with female leaders, advisors, executives, and entrepreneurs who have shared their experiences, insights, The post <a href="https://kuttinconsultinggroup.com/2026/06/26/voices-of-leadership-insights-from-women-in-financial-services/">Voices of Leadership: Insights from Women in Financial Services</a> appeared first on <a href="https://kuttinconsultinggroup.com">Kuttin Consulting Group</a>.

June 8, 202615 min

Breaking the Advisor Growth Curve: The Final Piece of the “10x Thinking” Puzzle

Welcome back to another episode of Quantum Growth for Financial Advisors! In this episode, Jon Kuttin wraps up the three-part series on scaling, mindset, and 10x growth inspired by the work of Dr. Benjamin Hardy. Throughout the series, the focus has been on helping advisors rethink how they approach growth by shifting their identity, decision-making The post <a href="https://kuttinconsultinggroup.com/2026/06/08/breaking-the-advisor-growth-curve-the-final-piece-of-the-10x-thinking-puzzle/">Breaking the Advisor Growth Curve: The Final Piece of the “10x Thinking” Puzzle</a> appeared first on <a href="https://kuttinconsultinggroup.com">Kuttin Consulting Group</a>.

May 18, 202622 min

Breaking the Advisor Growth Curve: The Decision Making Framework That Drives 10X Growth with Jon Kuttin

Welcome back to another episode of Quantum Growth for Financial Advisors! In this second installment of the series on growth mindset and scaling for financial advisors, Jon Kuttin dives into one of the most important—and often overlooked—drivers of success: how decisions are actually made. Building on the prior episode’s discussion around business growth stages and The post <a href="https://kuttinconsultinggroup.com/2026/05/18/breaking-the-advisor-growth-curve-the-decision-making-framework-that-drives-10x-growth-with-jon-kuttin/">Breaking the Advisor Growth Curve: The Decision Making Framework That Drives 10X Growth with Jon Kuttin</a> appeared first on <a href="https://kuttinconsultinggroup.com">Kuttin Consulting Group</a>.

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