Quantum Growth for Financial Advisors Author: Jonathan Kuttin Providing insights and interviews from industry leaders to help financial advisors create quantum growth. Be a guest on this podcast Language: en-us Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it Get all podcast data

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Practice or Business? Why Key Man Risk Is Killing Your Firm’s Valuation with Joe Licciardi
Friday, 4 September, 2026

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.

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