We’re back with another solo episode of Quantum Growth for Financial Advisors with Jon Kuttin.
This week, Jon reflects on insights from KWM’s first national conference and breaks down the three key phases of business growth:

* Early Stage – driving initial sales to reach the first million.
* Scaling Up – building processes and systems that create leverage.
* Beyond $3–4M – investing in resources, leadership, and infrastructure for continued growth.

Jon emphasizes the critical role of technology and human capital, explaining why effective leadership is the cornerstone of managing teams and scaling sustainably. He shares practical lessons for advisors on how to avoid common pitfalls, and uses the “chickens and pigs” metaphor to highlight the difference between being merely involved versus fully committed to a firm’s success.
The conversation also explores the importance of relationships and loyalty within growing organizations. Drawing on examples from the pandemic, Jon underscores how the right team members become indispensable during challenging times. He introduces the concept of the square root effect, showing how a small number of individuals often drive the majority of an organization’s growth, and stresses the importance of nurturing these key contributors.
Finally, Jon warns against leadership bottlenecks and encourages building a meritocratic culture—where new leaders can rise, innovation thrives, and firms position themselves for long-term success.
Listen in to learn:

* The 3 Phases of Business Growth – Sales, Scale and Leverage
* Understanding Commitment in Business Growth
* The “Chicken and the Pig” Analogy
* The Square Root Effect and Phenomenon in Organizational Growth
* How to Build an “Ameritocracy” or Meritocratic Culture Inside of Your Business That Drives Results

Connect with Jon Kuttin, Joseph Greco and Consulting Group:

* (855) 722-9393
* www.kuttinconsultinggroup.com
* LinkedIn: Jonathan Kuttin
* LinkedIn: Joseph Greco
* Our CPA Alliances Coaching Program
* Submit yourself as a guest for the podcast