This Week on Quantum Growth for Financial Advisors: We’re excited to welcome back one of our most insightful and frequent guests, Jon Randall.
In this episode, Jon Kuttin and Jon Randall explore what it takes to become a million-dollar producer. Randall emphasizes the critical role of mindset and adaptability, pointing out that many advisors plateau in their growth due to resistance to change and outdated thinking. The conversation also dives into how an advisor’s identity shapes their behavior and ultimately drives success.
Kuttin shares his own experience, challenging the self-limiting belief that you can’t scale while working with high-net-worth clients. Despite leading a large team, his average assets under management (AUM) per client remain around $900,000—proof that it’s possible to grow without compromising client quality. Both Jons encourage advisors to focus on higher-tier clients to boost both efficiency and profitability.
Randall further discusses how common mental barriers can stall progress, and Kuttin reinforces this with a powerful reminder: advisors need to stop listening to their limiting beliefs and start changing their internal dialogue. The two stress that coaching is essential for overcoming these mental roadblocks and unlocking real growth.
Later in the episode, Kuttin introduces the “Peter Principle”, explaining how leaders often get promoted into roles they’re not equipped for. He highlights the need to continuously evolve one’s identity and skill set to thrive in leadership positions—especially in today’s rapidly changing wealth management landscape. Randall agrees, adding that personal growth and stepping outside comfort zones are vital to taking a practice to the next level.
Jon Randall and Jon Kuttin discuss:

* The Mindset and Adaptability Required to Break Through Revenue Plateaus as a Financial Advisor
* How an Advisor’s Identity Influences Their Actions, Growth, and Long-Term Success
* The Impact of Self-Limiting Beliefs Around Client Size—and How to Overcome Them
* Strategies for Scaling a Practice While Maintaining a High Average AUM per Client
* The Power of Coaching in Helping Advisors Shift Their Internal Dialogue and Unlock Growth
* The “Peter Principle” and Why Evolving Leadership Skills Is Essential in a Growing Firm
* Why Stepping Outside Your Comfort Zone Is Critical for Personal and Professional Growth

Links and Resources:

* The Peter Principle Book by Dr. Laurence J. Peter – Amazon

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 G...