Quantum Growth For Financial Advisors podcast

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#669: It's already time to start planning for the holiday shopping season with Carey Cockrum, Cella by Randstad Digital 28:52

for 11 dager siden28:52

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Retailers are facing a rapidly evolving landscape where consumer expectations, AI advancements, and social media platforms like TikTok are redefining engagement. It feels like the holiday shopping season just ended, but when do retailers start planning for the next one, and some retailers already behind the curve for this season? Joining us today is Carey Cockrum, Director of Consulting at Cella by Randstad Digital, where she helps major brands and marketing teams optimize their strategies with data-driven insights, AI-powered content creation, and cutting-edge retail marketing trends. With the holidays just around the corner, she’s here to share what’s next for retail marketing, campaign optimization, and how brands can stay ahead in a hyper-competitive space. ABOUT CAREY COCKRUM Carey has been a part of the Creative Agency space for nearly 30 years. She has served as Designer, Creative Director, Creative Operations Lead and Agency Lead in both internal and external agencies (big and small). Carey has worked directly with C-suite stakeholders to understand organizational strategies that inform effective creative solutions. She is a bit of a data nerd and loves demonstrating results. Brands she’s supported include Fruit of the Loom, Wendy’s and Humana. In her free time, she enjoys going back to her creative roots through painting and drawing. She also spends her time improving upon the house she lives in today in Southern, MI - inside and out. RESOURCES Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

Quantum Growth for Financial Advisors

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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.

100 episoder

#Trading #Entrepreneur #Business #Jonathan Kuttin

Quantum Growth for Financial Advisors

updated for 7 dager siden

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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.

100 episoder

#Trading #Entrepreneur #Business #Jonathan Kuttin

Kaikki jaksot

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Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco 40:18

for 7 dager siden40:18

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In this episode of Quantum Growth for Financial Advisors, Jon Kuttin welcomes Joseph Greco, Managing Director of Elite Advisor Successions, to explore the record-breaking M&A activity reshaping the wealth management industry in 2024. Joseph shares his journey in wealth management M&A and discusses how Elite facilitates transactions across the independent broker-dealer and RIA space. The conversation The post Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco appeared first on Kuttin Consulting Group .…

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The Million Dollar Blueprint: Strategies of Top Performing Advisors with Jon Randall 28:48

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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 The post The Million Dollar Blueprint: Strategies of Top Performing Advisors with Jon Randall appeared first on Kuttin Consulting Group .…

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Mastering High Value Client Acquisition and Referral Techniques with Jon Randall 32:23

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This Week on Quantum Growth for Financial Advisors, we’re excited to welcome back one of our most frequent and insightful guests, Jon Randall. In this episode, Jon Kuttin and Jon Randall dive deep into how financial advisors can attract, prospect, and engage high-value clients—especially during times of market volatility. Jon Randall highlights that consistent and The post Mastering High Value Client Acquisition and Referral Techniques with Jon Randall appeared first on Kuttin Consulting Group .…

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The Future of Business Advisory: Proactive Advice & Collaboration Between CPAs and Advisors with Lera Kooper 42:42

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In this week’s episode of Quantum Growth for Financial Advisors, Jon welcomes Lera Kooper, Partner at Accountability Services, for an insightful conversation about the evolving role of CPAs in today’s advisory landscape. Lera shares her journey of transforming traditional, compliance-focused accounting into a proactive, year-round advisory service aimed at reducing stress for business owners and maximizing long-term value. She and The post The Future of Business Advisory: Proactive Advice & Collaboration Between CPAs and Advisors with Lera Kooper appeared first on Kuttin Consulting Group .…

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The Power of Decisive Action Part 3 – More, Better or Different: Crafting Your Next Best Action with Jon Kuttin 23:30

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Part 3 of Our Hands-On Session with Jon Kuttin is Here! In this episode, Jon dives into the challenge of making the intangible tangible, emphasizing the importance of accountability and raising standards as a business grows. He introduces the phrase "higher level, new devil," highlighting how success brings fresh challenges that demand quick solutions. Drawing The post The Power of Decisive Action Part 3 – More, Better or Different: Crafting Your Next Best Action with Jon Kuttin appeared first on Kuttin Consulting Group .…

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The Power of Decisive Action Part 2 – From Intangible to Tangible: Building Unstoppable Momentum with Jon Kuttin 23:36

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Ready for part 2 of a real hands-on session with Jon Kuttin on decision making? Today, Jon goes deeper on this topic and focuses on the essential transition from conceptualization to implementation. He reviews a real example with his wealth management firm's commitment to moving clients' assets to a discretionary management system to enhance efficiency The post The Power of Decisive Action Part 2 – From Intangible to Tangible: Building Unstoppable Momentum with Jon Kuttin appeared first on Kuttin Consulting Group .…

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The Power of Decisive Action Part 1 – Deciding vs. Doing with Jon Kuttin 13:58

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Ready for a real hands-on session with Jon Kuttin on decision making? Join us for this week’s podcast with Jon as he delves into the distinction between decision-making and action, using a parable about frogs to illustrate that deciding to act is not the same as taking action. Jon outlines the concept of adult learning as The post The Power of Decisive Action Part 1 – Deciding vs. Doing with Jon Kuttin appeared first on Kuttin Consulting Group .…

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Financial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon Hay 32:21

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On this week’s episode of Quantum Growth for Financial Advisors, we shift gears towards the accounting firm industry and delve into a concept that is one of the core focuses of Kuttin Consulting Group - accounting firm partnerships. Today, we take it a step further and talk about accounting firm acquisitions as it relates to wealth The post Financial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon Hay appeared first on Kuttin Consulting Group .…

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Identifying the Constraints in your Practice Part 3 with Jon Randall, CMC™ 32:01

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On this week’s episode of Quantum Growth for Financial Advisors, we welcome back Jon Randall again to dive into part 3 of our 3-part series about identifying constraints in your advisory business. Can you actively identify the true constraints within your business and overcome them to achieve sustainable growth? Jon Randall and Jon Kuttin dive The post Identifying the Constraints in your Practice Part 3 with Jon Randall, CMC™ appeared first on Kuttin Consulting Group .…

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Best Quantum Growth Moments of 2024 22:07

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As we head into the last few weeks of 2024 and get ready for the holiday season, we wanted to end this year of growth and personal development on a positive note and recap some of the best moments from our guests on the Quantum Growth for Financial Advisors podcast this year! Listen in for The post Best Quantum Growth Moments of 2024 appeared first on Kuttin Consulting Group .…

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The Efficiency Factor with Libby Greiwe 51:45

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Welcome back to Quantum Growth for Financial Advisors for one of our last episodes of 2024! This week, Jon welcomes Libby Greiwe of The Efficient Advisor to the show to talk about all things efficiency when running your advisory practice. Libby shares her transformative experience in the financial advisory industry, detailing how she restructured her The post The Efficiency Factor with Libby Greiwe appeared first on Kuttin Consulting Group .…

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The Grit Factor: Cultivating Perseverance for Success with Marissa Levin 44:25

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Welcome back to Quantum Growth for Financial Advisors! This week, Jon talks about a subject that has been pivotal in his personal growth and development - GRIT. Join Jon and Marissa Levin, entrepreneur and CEO of Marissa International as they delve into all things GRIT. Today's episode highlights the importance of grit and resilience in The post The Grit Factor: Cultivating Perseverance for Success with Marissa Levin appeared first on Kuttin Consulting Group .…

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Identifying the Constraints in your Practice Part 2 with Jon Randall, CMC™ 30:24

for 26 weeks siden30:24

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On this week’s episode of Quantum Growth for Financial Advisors, we welcome back Jon Randall to dive into part 2 of our 3-part series about identifying constraints in your advisory business. Can you actively identify the true constraints within your business and overcome them to achieve sustainable growth? Jon Randall and Jon Kuttin dive into The post Identifying the Constraints in your Practice Part 2 with Jon Randall, CMC™ appeared first on Kuttin Consulting Group .…

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Identifying the Constraints in your Practice with Jon Randall, CMC™ 24:16

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On this week’s episode of Quantum Growth for Financial Advisors, we welcome back a repeat guest – Jon Randall to dive into a key topic for financial advisors who are building their own practices. The focus on today’s episode is constraints within your business and how to identify and overcome them to achieve sustainable growth. The post Identifying the Constraints in your Practice with Jon Randall, CMC™ appeared first on Kuttin Consulting Group .…

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The Proven Systems that Scale Your Business with Jon Kuttin 1:05:49

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Join us for a special feature episode of Quantum Growth for Financial Advisors! Jon joins Derrick Kinney on his podcast - Good Money with Derrick Kinney to share his journey from starting a wealth management practice as a solo advisor to leading one of the top independent firms in the nation Jon’s reflects on his The post The Proven Systems that Scale Your Business with Jon Kuttin appeared first on Kuttin Consulting Group .…

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