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Shawn's test site
160 episodes indexed on podsearch.
Recent episodes
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- Breaking the Advisor Growth Curve: Mindset, Scale, and the Gap Between Vision and Reality with Jon Kuttin
Welcome back to another episode of Quantum Growth for Financial Advisors! In this kickoff episode of a new series on growth mindset and scaling for financial advisors, Jon Kuttin sets the foundation for thinking bigger—and operating differently—at every stage of business growth. Drawing on the…
- Early Moments From Quantum Growth For Financial Advisors
Welcome back to another episode of Quantum Growth for Financial Advisors. In this special episode, we’re taking it back to where it all began. We’ve curated some of the most memorable and impactful early moments from the first year of our podcast—conversations that sparked new ideas, challenged…
- The Advisor’s Guide to Smart M&A: Capital, Motives, and Discipline with Jon Kuttin
Welcome back to another episode of Quantum Growth for Financial Advisors. This week, Jon breaks down one of the most misunderstood growth strategies in the advisory space—M&A. He unpacks why advisors pursue acquisitions in the first place and challenges the common assumption that buying a practice…
- From Table Stakes to 10x: Leading Yourself to Leading an Enterprise
Welcome back to another episode of Quantum Growth for Financial Advisors. We’ve been getting fantastic feedback on our solo episodes with Jon, so we’re keeping that momentum going for today's episode! This week, Jon builds on insights from our previous 10x episode, going deeper into how to think…
- Private Capital is Coming for CPA Firms — Here’s Why Advisors Should Care with Jon Kuttin
We’re back with another solo episode of Quantum Growth for Financial Advisors with Jon Kuttin. Today, Jon explores why financial advisors are increasingly acquiring or partnering with accounting firms to build integrated, family-office-style experiences. He explains how private equity and family…
- From Table Stakes to 10x: Designing the Work That Actually Scales Your Business with Jon Kuttin
We’re back with another solo episode of Quantum Growth for Financial Advisors with Jon Kuttin. In this short, high-impact strategy session, Jon challenges advisors and firm leaders to rethink how they pursue growth—and why continuing to focus on “table stakes” activities almost always leads to…
- What Family Offices Can Teach Advisors in 2026 with Anton Anderson
We are back our 1st episode of Quantum Growth for Financial Advisors in 2026 to welcome Anton Anderson back to the show! As January 2026 begins, this episode invites financial advisors to step back and reassess where their businesses—and their energy—are really going. Against the backdrop of a…
- Looking Back, Moving Forward – The Best Quantum Growth Moments From 2025
We’re back with our final episode of Quantum Growth for Financial Advisors for 2025. As we close out the year, we’re celebrating the conversations, insights, and moments that defined our show. This special end-of-year compilation brings together the most impactful clips, biggest takeaways, and…
- M&A Masterclass with Jon Kuttin and Frank LaRosa
We are back with another episode of Quantum Growth for Financial Advisors! On this episode, we give our Quantum Growth listeners a special treat with a guest episode featuring Jon Kuttin on AdvisorTalk with Frank LaRosa. Frank goes deep with Jon on why he believes he has been so successful…
- Advisors, AI, and the Art of Asking Better Questions with Ray Kelly
We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, we give our Quantum Growth listeners insights from Ray Kelly on another powerful FASS (Financial Advisor Success Syndicate) session—this one centered around the evolving…
- Cracking the Code of Team Performance with Ray Kelly
We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show! On this episode, we give our Quantum Growth listeners insights from Ray Kelly on a special FASS (Financial Advisor Success Syndicate) session we recorded a few months ago. In this…
- How to Scale an Advisory Practice Part 3: Creating a Referrable Experience
This Week on Quantum Growth for Financial Advisors, Jon Kuttin and Jon Randall continue the discussion around building a scalable and right-sized business. Today’s discussion centers on helping financial advisors attract their ideal clients by overcoming a common challenge — working with too many…
- How to Scale an Advisory Practice Part 2: More Value, Fewer Clients with Jon Randall
This Week on Quantum Growth for Financial Advisors, Jon Kuttin and Jon Randall continue the discussion around properly pricing your services to the end client. Today's discussion focuses on the challenges faced by financial advisors, particularly the issue of managing an overwhelming client base…
- How to Scale an Advisory Practice Part 1: The True Cost of Serving Every Client with Jon Randall
This Week on Quantum Growth for Financial Advisors, Jon Kuttin and Jon Randall discussed the challenges financial advisors face in managing and segmenting clients—especially the risks of carrying too many low-value relationships. They explained that solo advisors should aim to serve about 150…
- Lessons From Scaling a Remote Wealth Management Organization with Jon Kuttin
We’re back with another episode of Quantum Growth for Financial Advisors with Jon Kuttin. This week, we share some leadership insights from Jon from one of his past coaching sessions with top advisors around the country. Jon has rapidly scaled his wealth management practice remotely post COVID and…
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