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 non-ideal clients that limit growth and service quality.
Jon Kuttin and John Randall shared that 73% of new clients come from referrals, highlighting the importance of building authentic relationships that extend beyond portfolio performance. They emphasized that advisors should intentionally create a referable experience for their best clients and focus on client duplication—replicating the traits of their top relationships.
A key strategy discussed was niche targeting. By narrowing their focus to specific client profiles—such as orthopedic surgeons who work with professional athletes—advisors can sharpen their marketing efforts and attract clients who truly align with their value proposition.
Jon Randall also introduced the “IPO Method” (Improve, Praise, Offer) as a practical and approachable way to request referrals. This framework encourages advisors to ask clients for feedback to improve their service, express genuine appreciation, and clearly describe the type of client they aim to work with.
Both Kuttin and Randall stressed that most quality referrals come from a small group of loyal advocates, not the entire client base. They encouraged advisors to deepen these relationships and build repeatable systems to intentionally ask for referrals.
The episode concludes with a powerful reminder: keep strategies simple, authentic, and consistent—so that asking for referrals becomes a natural, repeatable part of every advisor’s process.
On This Episode, Jon Randall and Jon Kuttin discuss:

* The Concept of Client Duplication as a Growth Strategy
* The Importance of Creating a Referable Experience for Existing Clients
* The Strategy Behind Building a Sustainable Referral Network
* Effective Referral Strategies Using the “IPO” Method – Improve, Praise, Offer

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
* Submit yourself as a guest for the podcast

About our Guest:
Jon Randall is a Certified Master Coach® and Premier Franchise Consultant who hit #1 in GDC Growth on the FC Scorecard for the advisors he works with all over the country. With more than 15 years of experience as a practicing advisor, Jon works with some of the top financial professionals in the industry – the average GDC for the advisors he coaches being more than $1.2 MM. He is also a national presenter at financial service industry conventions and workshops around the country. Jon’s specialties in consulting include marketing, investments, financial planning, and practice management.