

Quantum Growth for Financial Advisors
Jonathan Kuttin
Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
Episodes
Mentioned books

Apr 10, 2026 • 30min
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 perspectives, and laid the foundation for everything that
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Mar 23, 2026 • 25min
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 is a fast path to increased cash flow. Jon
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Mar 2, 2026 • 18min
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 critically about applying 10x principles inside your
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Feb 13, 2026 • 16min
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 office capital—once focused on RIAs—has moved into the accounting middle market, driving up valuations
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Jan 30, 2026 • 18min
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 linear results. Drawing from recent leadership offsites and his own
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Jan 12, 2026 • 23min
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 massive generational wealth transfer and growing public
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Dec 29, 2025 • 28min
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 clips from our listener's favorite episodes. Thank you for being part
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Dec 19, 2025 • 52min
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 acquiring practices over the years
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Dec 4, 2025 • 36min
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 intersection of technology and humanity within financial services.
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Nov 14, 2025 • 23min
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 episode, Ray Kelly dives into
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