Kuttin Consulting Group

Free on demand webinar on how to approach the CPA market and drive COI referrals. Led by a Barron's Hall of Fame advisor with over 65+ CPA relationships. Register now: https://joinnow.live/s/L3zjgA #financialadvisors #advisors #cpa #ria #brokerdealer

In this episode, Jon Kuttin shares his best practices for cultivating junior advisors. He outlines the career path offered by his firm and how they teach advisors the technical and soft skills they need to succeed. Listen to the episode: http://ow.ly/2pyP50EoAO7 #advisors

Whether you're just getting started or are looking to grow, targeting a specific group with a compelling story is essential to marketing successfully to prospective clients. http://ow.ly/W7KL50EnBCP

The pandemic has shifted priorities for advisors and clients, and will continue to drive virtual and remote meetings. http://ow.ly/hbTJ50El2sX

In this episode Louis Diamond, President of Diamond Consultants shares key considerations for advisors looking at their affiliation options. We explore the reasons to go independent and other factors that can impact an advisor's decision. Listen now: http://ow.ly/nJpM50EiWr5

Your CPA Partners are dealing with another challenging year. Be conscientious of these challenges and show how you can help their clients improve their tax situation with smart investment strategies. https://www.fa-mag.com//extended-u-s--tax-deadline-not-a-r

Another great episode This time we spoke with the famous Doug Lennick of Think2Perform. Lots of great insights for leading your practice and your clients using the alignment model. https://www.kuttinconsultinggroup.com//using-the-alignmen/

This week Jon was interviewed by Michael Kitces on the Financial Advisor Success Podcast. He talked about how he has restructured his firm to drive growth and empower his advisors. Listen to the full interview here: https://www.kitces.com//jonathan-kuttin-wealth-cpa-coi-re/

In this episode, Doug Lennick explains the alignment model and how advisors can use it with themselves, their practice, and their clients. Listen to the full episode here: http://ow.ly/wJXx50EeFkR

In this episode, Chris Shuba of Helios Quantitative Research, shares how leveraging an insourced CIO can improve the client asset management experience and increase profit margins for the firm. Listen to the full episode: http://ow.ly/bxN250E7ISS #advisors #financialadvisors

Jonathan Manela of Edge Strategy Group shares key factors to create a business that is capable of growth and that can grow at an exponential rate. Listen to the full episode: http://ow.ly/lZZJ50E1Gmv #advisors #financialadvisors #ria #brokerdealer

In this episode, Anthony Whitbeck, CEO of Advisor Legacy describes the drivers that determine practice value and what advisors can do to ensure continuity in their practice. Listen to the full episode here: http://ow.ly/kXow50DWnHF #financialadvisors #valuations