We are back with another episode of Quantum Growth for Financial Advisors to bring back Ray Kelly to the show!
On this episode, we give our Quantum Growth listeners insights from Ray Kelly on a special FASS (Financial Advisor Success Syndicate) session we recorded a few months ago.
In this episode, Ray Kelly dives into the power of team dynamics and why assigning the right people to the right roles is essential for organizational success. Ray shares key takeaways from a recent EOS conference, underscoring a core principle championed by Patrick Lencioni: great teams are built when the right people are in the right seats. Ray reflects on how this insight shaped his leadership approach back in 2022, particularly as he focused on strategically aligning talent to support business growth.
The discussion then shifts to the Working Genius framework—a tool that breaks down team strengths into six categories: Wonder, Invention, Discernment, Galvanizing, Enablement, and Tenacity. Listeners are encouraged to identify both their personal strengths and natural frustrations to better understand how they contribute to, or sometimes hinder, team performance.
Ray and Jena also share their experiences utilizing an Integrator within the EOS model, expressing a sense of relief at not having to shoulder the Visionary responsibilities. This allowed them to concentrate on operational execution, reinforcing the idea that diverse strengths across a team are critical. A real-world example highlights a financial services client whose team excelled operationally but struggled with generating new vision—demonstrating how gaps in Working Genius types can impact results.
The episode wraps up with a practical takeaway: assess your own strengths and intentionally build (or borrow) the complementary genius types you’re missing. A balanced team isn’t just beneficial—it’s a strategic advantage.
Listen in to learn:
* Importance of Team Composition and Role Assignment
* The Process of Implementing the Entrepreneurial Operating System (EOS)
* Understanding Working Genius Attributes
* Understanding the WIDGET Framework
* Getting Granular on Team Dynamics and Role Clarity
Resources:
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Think2Perform Website
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Ray Kelly – LinkedIn
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Ray Kelly Email
About our Guest:
Ray Kelly has been with Think2Perform since 2010. He has dedicated the majority of his career to the sales side of the business and focuses on developing high-performance leaders and teams. Ray has a passion for helping people reach their potential and shape the cultures they live in through breakthrough leadership development training.
Connect with Jon Kuttin and Kuttin Consulting Group:
* (855) 722-9393
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www.kuttinconsultinggroup.com
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LinkedIn: Jonathan Kuttin
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LinkedIn: Joseph Greco
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Our CPA Alliances Coaching Program
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