HeyJaredQuantum Growth for Financial Advisors
Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 25, 2026
- Audience
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- Earliest in this view
- Jul 23, 2026
Latest episodes
The Four Pillars: What It Really Takes to Scale an Accounting Firm with Joe Licciardi (opens the original)
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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.
Practice or Business? Why Key Man Risk Is Killing Your Firm’s Valuation with Joe Licciardi (opens the original)
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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.
From Signal to Culture: How Leaders Turn Clarity Into Organizational Growth with Jon Kuttin (opens the original)
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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.
The Authority Advantage: Why Every Financial Advisor Should Write a Book with Paul and Gabe McManus (opens the original)
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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 Advantage: Why Every Financial Advisor Should Write a Book with Paul and Gabe McManus appeared first on K
Signal or Noise? Why High Performers See What Everyone Else Misses with Jon Kuttin (opens the original)
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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 Performers See What Everyone Else Misses with Jon Kuttin appeared first on Kuttin Consulting Group .
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