Quantum Growth for Financial Advisors

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.

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.

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.

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.

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.

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 The Authority Advan...

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 Signal or Noise? Why High...

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 Vo...

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 Breaking the Advisor Growth Curve: The...

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 Breaking the Advisor Gr...

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 Breaking the Advisor Gr...

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 work of Dr. Benjamin Hardy and his collaboration with Dan The post Breaking the Advisor Growth Curve: Min...

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 work of Dr. Benjamin Hardy and his collaboration with Dan The post Breaking the Advisor Growth Curve: Min...

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 The post Early Moments From Quantum Growth For...

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 The post Early Moments From Quantum Growth For...

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 The post The Advisor’s Guide to Smart M&A: Capital, Motive...

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 The post The Advisor’s Guide to Smart M&A: Capital, Motive...

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 The post From Table Stakes to 10x: Leading Yoursel...

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 The post From Table Stakes to 10x: Leading Yoursel...

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...

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...

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 The post From Table Stakes to 10x: De...

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 The post From Table Stakes to 10x: De...

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 The post What Family Offices Can Teach Advisors i...

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 The post What Family Offices Can Teach Advisors i...