Jonathan Kuttin is one of Barron's Top 100 Independent Advisors*.
Jonathan and his team have trained over 1000
financial advisors, independent reps & insurance
agents around the country utilizing his proven
system to help them create mutually beneficial
relationships with the CPA/Tax Professional
Jonathan is a practicing advisor who is "in the
trenches" and fully understands the day-to-
day challenges that financial professionals face
in building alliances with the tax professional
Whether you are an advisor new to the business,
or a seasoned veteran advisor, our program
will help you to enter this highly lucrative
If you are interested in achieving quantum
growth in your practice, Jonathan and his team
have created a step-by-step, proven process
to help you successfully create and leverage
powerful strategic alliances with CPA/Tax
* The listings are based on data provided by over 3,000 of the nation's most productive advisors.
Key factors include: assets under management, revenue produced for the firm, and regulatory and compliance record.
Source: Barron's August 29th, 2011 (2010), "America's Top 100 Independent Financial Advisors." Barron's is a registered trademark of Dow Jones & Company, Inc.