Best High Value Client Acquisition Podcasts (2025)

1
Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco 40:18

2h ago40:18

40:18

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 indep…

1
278. How a Military Veteran Built a Purpose-Driven Business Through the DOO Certification with Megan Gephart 50:04

2d ago50:04

50:04

Have you ever wondered what it looks like to completely redefine your career while staying true to your deepest passions? I'm joined by Megan Gephart, a proud alumni of the Director of Operations Certification Program. Megan shares her inspiring journey from Army veteran and mindset coach to certified DOO and business owner. We dive into how her pa…

1
277. How I Have Cultivated a Remote Team that Stays 27:44

11d ago27:44

27:44

In this solo episode, I'm sharing a behind-the-scenes look at how I've built and retained a high-performing remote team here at The Ops Authority. With an average tenure of over three years on our small but mighty team, I’m reflecting on the intentional (and sometimes accidental) leadership strategies that helped make this happen. From hiring with …

1
Hannah Springett: HLabs - What's the Story? 1:09:05

11d ago1:09:05

1:09:05

Web design using no code software. Learn how to make your digital brand campaigns sing, soar and smash by listening to the wisdom of Hannah Springett – founder and CEO of HLabs – a trailblazing no code design studio that counts some of the world’s biggest companies as its clients. No code is what it sounds like, it uses visual interfaces to replace…

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

14d ago28:48

28:48

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 platea…

1
276. Creating A Scalable Offer Without Abandoning Your High-Touch Style with AnnMarie Rose 31:59

18d ago31:59

31:59

What if you could scale your business without sacrificing the personalized service your clients love you for? In this episode of The Ops Authority podcast, I’m joined by AnnMarie Rose, a expert scaling strategist who helps service providers build thriving, fulfilling businesses that don’t require a complete overhaul. We’re diving into what it reall…

1
The Survival Guide for Noligarchs: How the wheels came off at Tesla 1:27:36

26d ago1:27:36

1:27:36

Can the world’s richest man - Elon Musk, get away with treating the US government like a startup, throwing out Nazi salutes and behaving like the citizens of the world are under-performing employees in one of his companies, with no damage to the Tesla brand? How much damage can one man cause for his shareholders and does he really care? Rachel Konr…

1
Tina Fegent: Eat the Pitch 1:26:47

28d ago1:26:47

1:26:47

Creative agency procurement expert Tina Fegent explains how her process helps CMOs navigate their marketplace and get the right solution and the best value. We discuss the power of independent agencies and how they can compete against the big HoldCo agency networks. Why diversity is an agency superpower, how to increase the odds of getting on the s…

1
Mastering High Value Client Acquisition and Referral Techniques with Jon Randall 32:23

29d ago32:23

32:23

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 tha…

1
275. Should You Scale an Agency or Remain a Solopreneur with Annie Hillman 39:46

1M ago39:46

39:46

In this episode of The Ops Authority podcast, I’m joined by Annie Hillman, founder of 1428 Financial, for a transparent conversation about the real financial considerations behind scaling an agency. Whether you're seeing a spike in demand or dreaming of building a team, you need to hear what Annie has to say about pricing, budgeting, and profitabil…

1
Keith Smith & Ian Truscott: PRCA NewBizFest'25 26:21

1M ago26:21

26:21

Keeping the conversation going. New research – and evidence from hundreds of thousands of client and creative agency pitch processes, shows that it can take up to 21 months for a pitch to take place from the initial meeting of a prospect. So what tips can you learn to help keep the client engaged, other than sending them annoying “Just checking in”…

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

1M ago42:42

42:42

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 …

1
274. The Ops Edition #4: Operators Questions Answered by Experts with Lynette Robinson 48:17

2M ago48:17

48:17

Have you ever felt overwhelmed by a fast-moving leader, unsure how to elevate yourself from implementation to strategy, or in need of a stronger support system? You’re not alone. In this episode of The Ops Authority Podcast, I’m sitting down with my trusted friend and operations expert, Lynette Robinson, to answer the most pressing questions from o…

1
The Power of Decisive Action Part 3 – More, Better or Different: Crafting Your Next Best Action with Jon Kuttin 23:30

2M ago23:30

23:30

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 soluti…

1
273. Nikki Nash Reveals Her Client Acquisition Blueprint 46:26

2M ago46:26

46:26

Ever feel like you’re shouting into the void, hoping your dream clients will magically appear? You’re not alone! In this episode, marketing expert and author of Market Your Genius, Nikki Nash, spills her step-by-step client acquisition blueprint—helping you find, attract, and actually land the right clients without wasting time on the wrong ones. L…

1
The Power of Decisive Action Part 2 – From Intangible to Tangible: Building Unstoppable Momentum with Jon Kuttin 23:36

2M ago23:36

23:36

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 effici…

1
272. Will AI Replace Operators? 20:55

2M ago20:55

20:55

AI is everywhere right now, and if you’re an operator, you may be wondering, “Will AI replace my job?” In this episode, I break down the reality of the role of AI in operations and what it means for our future. While AI can help with automation, efficiency, and content creation, it cannot replace the human insight, emotional intelligence, and adapt…

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

3M ago13:58

13:58

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 Deci…

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271. From Classroom to Operations: A Teacher’s Journey to Director of Ops Success with Cassie Fleming 42:50

3M ago42:50

42:50

Cassie, a graduate of the Director of OPS Certification program, shares her inspiring journey of stepping into operations and building a thriving business. This episode highlights the importance of emotional intelligence and resourcefulness in creating impactful systems, the game-changing Strategic Mapping Model™ for launching and growing a busines…

1
Rudy Surovick’s Advice for Insurance Agents Facing Tough Times 38:12

3M ago38:12

38:12

Shoot Us A Message!Welcome back to another exciting episode of The Insurance Dudes! Today, we're thrilled to have a candid conversation with Rudy Surovick, an accomplished insurance professional with a fascinating journey from the independent agency world to becoming a pivotal player in the captive insurance landscape.In this episode, Rudy shares e…

1
Financial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon Hay 32:21

3M ago32:21

32:21

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 Financi…

1
Paul Holmes: Thought PRovoking 1:26:44

3M ago1:26:44

1:26:44

We are on the cusp of a fundamental shift in the role that journalism plays in our lives. Terms like “Fake News” exist to downplay scandal, social media has unchained hate and negativity and allowed those with the most money to have biggest voice and to punch down on anyone who speaks out against them. Public Relations stands at the vanguard of dem…

1
Escaping the Handcuffs: Gensler's Journey from Captive to Independent Insurance Success 22:12

3M ago22:12

22:12

Shoot Us A Message!Welcome to another episode of The Insurance Dudes podcast! In today's exciting episode, we sit down with Travis Gensler, a seasoned insurance professional who shares his incredible journey from a marketing franchise debacle to becoming a successful independent insurance agent.Travis dives deep into the benefits and challenges of …

1
270. The Ops Edition #3: Operators Questions Answered by Experts with Lynette Robinson 44:35

3M ago44:35

44:35

In this episode of The Ops Authority Podcast, we’re exploring how operations professionals can confidently articulate their value and make meaningful connections. From crafting a clear, concise message to leveraging local networking strategies, we discuss practical tips that can elevate your career and business. Whether you're just starting as a ne…

1
From Law to Insurtech: Chris Cheatham's Journey 25:31

4M ago25:31

25:31

Shoot Us A Message!Welcome to another exciting episode of The Insurance Dudes! Today, Craig Pretzinger and Jason are joined by Chris Cheatham, an entrepreneurial dynamo deeply rooted in the insurtech world. Chris, a former lawyer and the co-founder of Risk Genius, shares his journey from legal frustrations to pioneering insurance AI technologies. W…

1
Debbie Little: Better pitching for PR Agencies 1:11:44

4M ago1:11:44

1:11:44

Are you winning enough business? And when you do win business, is it regular enough and is it the right kind of business? Have you been ghosted? Are clients not revealing budgets until the last minute? Have you had your pitch ideas stolen? Above all – how do you know how much business to win? All these questions and more are addressed in the new bl…

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269. 2025 State of the Union for Service Providers - Part Two 1:12:31

4M ago1:12:31

1:12:31

For the past three years, I have been honored to gather together some amazing peers who’s big hearts for service are unmatched. We come together to do a State of the Union address. This always gives me the awesome opportunity to gather bigger perspectives, and when we come together there is always massive learning, growth, and innovation. In this s…

1
From Law to Insurtech: Chris Cheatham's Journey | Teaser 0:49

4M ago0:49

0:49

Shoot Us A Message!Join us as we navigate Chris’s unique career trajectory, from handling complex legal documents with machine learning to enhancing insurance processes with AI.Expect lots of laughs, engaging anecdotes, and even some nostalgic discussions about video games and childhood concerts! So buckle up and get ready for a dynamic ride throug…

1
Identifying the Constraints in your Practice Part 3 with Jon Randall, CMC™ 32:01

4M ago32:01

32:01

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 …

1
Mastering Traits and Systems: Ryan Schaffer's Insights on Efficiency and Growth 37:37

4M ago37:37

37:37

Shoot Us A Message!Welcome back to another episode of The Insurance Dudes! Today, we're thrilled to have Ryan Schaffer from the mortgage and real estate finance industry join us. Ryan, who once aspired to be a firefighter, transitioned to the mortgage world in the early 2000s and has since navigated through various market cycles, including the 2008…

1
268. 2025 State of the Union for Service Providers - Part One 55:06

4M ago55:06

55:06

For the past three years, I have been honored to gather together some amazing peers who’s big hearts for service are unmatched. We come together to do a State of the Union address. This always gives me the awesome opportunity to gather bigger perspectives, and when we come together there is always massive learning, growth, and innovation. This year…

1
Mastering Traits and Systems: Ryan Schaffer's Insights on Efficiency and Growth | Teaser 0:49

4M ago0:49

0:49

Shoot Us A Message!Whether you're in insurance, mortgage, or any sales-driven industry, this episode is packed with valuable advice on scaling your operations, building referral partnerships, and maintaining a competitive edge through perseverance and personalized communication. So tune in tomorrow and get ready to gain some actionable insights fro…

1
Chad Spaide on Automation, Burnout, and Effective Client Engagement in Insurance 32:35

4M ago32:35

32:35

Shoot Us A Message!Welcome to another episode of The Insurance Dudes! Today, we're excited to dive deep into the world of insurance with our special guest, Chad Spaide. Pronounced "Spade," Chad brings a wealth of experience and insights to our conversation. From tackling burnout and maintaining competitiveness in the industry to leveraging automati…

1
Chad Spaide on Automation, Burnout, and Effective Client Engagement in Insurance | Teaser 0:36

4M ago0:36

0:36

Shoot Us A Message!Join hosts Jason and Craig as they discuss the value of mutual respect and support among colleagues, the significance of listening in sales, and the adaptability required in a constantly changing market.Chad also shares invaluable tips on using technology to enhance efficiency without losing the personal touch, managing leads, an…

1
Breaking China: Domenica Di Lieto 1:05:04

4M ago1:05:04

1:05:04

Everything you need to know about how to target, grow and thrive in China and the Far East with expert consultant Domenica Di Lieto of Emerging Communications agency. You’ll learn how important it is to develop a bespoke approach to planting and growing your business in a market governed by a completely different value system. You’ll hear predictio…

1
Secrets to Success in Insurance Sales with Ramis Hakim 30:41

4M ago30:41

30:41

Shoot Us A Message!Welcome back to another exciting episode of The Insurance Dudes! Today, we're diving deep into the world of entrepreneurship and the insurance industry with our special guest, Ramis Hakim. Ramis, an industry veteran, shares his journey from aspiring minister to becoming a powerhouse in final expense life insurance sales. We'll ex…

1
Adam Pisani's Journey in the Insurance Industry 47:58

5M ago47:58

47:58

Shoot Us A Message!Welcome back to another insightful episode of The Insurance Dudes! Today, we are thrilled to have Adam Pisani join us, an experienced insurance agent with nearly 19 years in the industry. Adam dives deep into the essential aspects of running a successful insurance business, from the necessity of having that "fire in the belly" mo…

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267. How to use LinkedIn as an Operator with Sophia Vega 45:56

5M ago45:56

45:56

After transitioning from decades as an educator, Sophia discovered her talent in digital marketing, particularly SEO and LinkedIn. She explains the power of LinkedIn over platforms like Facebook or Instagram for operators to build meaningful client relationships. We discuss the benefits of leveraging organic marketing in platforms like LinkedIn ove…

1
Best Quantum Growth Moments of 2024 22:07

5M ago22:07

22:07

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…

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Becky Isbell's Story of Growth, Family, and Network Support 25:27

5M ago25:27

25:27

Shoot Us A Message!Welcome back to another enriching episode of The Insurance Dudes! Today, we're thrilled to have Becky Isbell join us for an engaging conversation packed with personal anecdotes, career insights, and inspiring reflections.Becky, who entered the insurance world in 2000, shares her unconventional journey of meeting her husband, star…

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Becky Isbell's Story of Growth, Family, and Network Support | Teaser 1:09

5M ago1:09

1:09

Shoot Us A Message!Join us as Becky reflects on her fond memories, including her love for New Kids on the Block and the unexpected twists that led her to the Testicle Festival for her first concert. Plus, hear her heartfelt advice on cultivating a positive mindset amidst life's hurdles and finding joy in every day. Don't miss out on this heartwarmi…

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Navigating the Independent Insurance Market with Expert Khashayar Fadaie 1:10:59

5M ago1:10:59

1:10:59

Shoot Us A Message!Welcome back to another insightful episode of The Insurance Dudes! Today, we're pleased to introduce our exceptional guest, Khashayar Fadaie, a seasoned insurance entrepreneur with a fascinating journey from humble beginnings to industry success. In this episode, we delve deep into the themes of self-awareness, personal growth, a…

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266. 2024 Year in Review 31:02

5M ago31:02

31:02

Today on The Ops Authority Podcast, I’m sharing the four-quadrant framework to help you as an operations professional understand the value of annual reflections as 2024 ends. I’m sharing how you can apply this framework to various aspects of business, such as marketing, operations, or individual team members. Systematic reflection helps you identif…

1
Navigating the Independent Insurance Market with Expert Khashayar Fadaie | Teaser 0:49

5M ago0:49

0:49

Shoot Us A Message!Whether you're in the insurance industry or striving for personal growth, this episode is packed with wisdom that's sure to inspire and empower you on your journey. Tune in and let's elevate our consciousness together! The full episode is dropping tomorrow.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get …

1
'That Christmas' Special with Peter Souter 54:40

5M ago54:40

54:40

Peter Souter legendary copywriting genius of the advertising industry and now Co-Producer of Netflix’s animated Christmas hit ‘That Christmas’ with ‘Four Weddings and a Funeral’ and ‘Love Actually’ Director Richard Curtis. It’s an epic production starring Brian Cox, Bill Nighy, Jodie Whittaker, Fiona Shaw, India Brown and a galaxy of talent, includ…

1
The Efficiency Factor with Libby Greiwe 51:45

5M ago51:45

51:45

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 h…

1
From Scratch to $11 Million: Dimitri Apostle's Insurance Success Story 39:24

5M ago39:24

39:24

Shoot Us A Message!Welcome to another exciting episode of The Insurance Dudes! Today, we're thrilled to dive deep into the innovative strategies and inspiring journey of Dimitri Apostle, co-host and mastermind behind an immensely successful referral-based insurance agency. Over the next hour, Dimitri will share his revolutionary approach to transfo…

1
Peter Anderton: The Two Rules of Great Leadership 1:12:06

5M ago1:12:06

1:12:06

TEDx luminary, leadership mentor and coach, now book author, Peter Anderton is on the show to give us a historical lesson in great leadership. In this show, Peter reveals the simple methods that anyone can learn about how to be a great team, business, sporting, family or company leader. The secret hacks that will improve your leadership style, lear…

1
Growth Strategies for New Agents from Stephanie Riggins 40:22

5M ago40:22

40:22

Shoot Us A Message!Welcome back, listeners, to another exciting episode of The Insurance Dudes Podcast! Today, we have an inspiring and insightful conversation lined up with Stephanie Riggins, a seasoned insurance agency owner with 15 years of industry experience.Join our hosts, Jason and Craig, as they dive into Stephanie's journey from a waitress…

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265. 8 Insights from 8 years of business success 49:33

6M ago49:33

49:33

Today on The Ops Authority Podcast, I'm sharing my personal journey from corporate America to entrepreneurship, the challenges I faced, and the strategies that helped me achieve business success. I’m diving into 8 key lessons that have kept me motivated and helped me scale my business while staying true to my purpose. Plus, I’ll be sharing insights…

Podcasts Worth a Listen

High Value Client Acquisition Podcasts

Podcasts Worth a Listen