This Week on Quantum Growth for Financial Advisors we are back with Part 2 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group!
This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders. Hosted by Jon Randall, the session kicks off with a focus on foundational growth elements such as client optimization and team building—two critical levers for scaling a practice effectively. Randall sets the stage for a tactical conversation centered on moving beyond theoretical improvement and into real, behavior-driven execution.
Special guest Jon Kuttin shares lessons learned from managing a large, successful practice, emphasizing that understanding the why behind key behavioral shifts is just as important as implementing them. His perspective reinforces the need for intentional, strategic action in order to overcome growth plateaus and unlock long-term business success.
Jon Kuttin also introduces a clear framework for business development, outlining three essential phases: new client acquisition, client experience optimization, and advanced strategies like mergers and acquisitions. He stresses the danger of skipping the optimization phase, explaining how doing so can limit both growth and client retention. Jon also addresses a widespread issue in the industry: advisors undervaluing their services. He makes a strong case for rethinking pricing models to improve both profitability and client outcomes.
The conversation also explores profitability challenges that many advisors face, particularly the fear of raising fees. A compelling example is shared of a CPA who resisted increasing prices, even when it meant more revenue for less work. As the demand for financial advisors rises while the number of active professionals declines, the episode highlights a growing supply-demand gap—and how advisors can capitalize on it by managing client relationships more effectively.
The episode concludes with practical advice on deepening engagement with existing clients, reducing acquisition costs, and structuring financial planning and investment conversations to boost retention and revenue. Listeners will also learn about resources like a growth guide and coaching programs designed to help advisors break through performance barriers and scale with confidence.
Whether you’re building a solo practice or leading a large advisory firm, this episode delivers a treasure trove of actionable strategies to elevate your business.
On This 2 Part Episode, Jon Randall and Jon Kuttin discuss:

* Actionable Strategies for Growing Wealth Management Practices
* Strategies for Client Growth and Optimization
* Client Pricing Strategies for Financial Advisors
* Strategies for Client Management and Service Offerings
* Pricing Models and Client Relationships in Wealth Management
* Strategies for Enhancing Business Profitability
* Legacy Planning and Client Engagement Strategies
* Strategies for Effective Client Engagement

Connect with Jon Randall:

* eXtraordinary Financial Advisors Website
* Jon Randall LinkedIn
* Jon Randall Email

Connect with Kuttin Consulting Group:

* (855) 722-9393
* kuttinconsultinggroup.com
* LinkedIn: Jonathan Kuttin
* CPA Alliance Coaching
* Request A Consultation
* Back to Episodes