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This week, we have a special episode featuring Jon Kuttin and Brittany Anderson on the Ultimate Advisor Podcast!
Tired of dreaming small? Learn how one advisor built his practice beyond $9.5 billion in AUM without a client in sight!
On this episode, Jon Kuttin reveals how he removed himself from client work over a decade ago to focus fully on developing leadership within his enterprise. Hear his counterintuitive strategies for gaining the confidence to lead clients and advisors to their full potential.
Discover how emphasizing servant leadership over sales helped scale his practice exponentially and earn a spot in the Barron’s Hall of Fame. Kuttin will challenge you to see your clients and team in a new light so you too can develop the vision, culture and people skills necessary to achieve billion-dollar success!
Tune in to learn:
- How Jon started his Wealth Management Organization
- Jon’s Take on Visionary Leadership
- Jon’s Transition from Solo Practitioner to Starting to Build out His Organization
- How Jon Started to Remove Himself from Client Relationships
- A Discussion Around Servant Leadership
- Why Systemization is so Important
- Strategies for Effective Leadership and Self-Development
Resources:
- LinkedIn – Brittany Anderson
- Brittany@BrittanyAnderson.com
- Brittany’s Wealth Management Firm – Sweet Financial Partners
- Be Your Future Self Now: The Science of Intentional Transformation by Dr. Benjamin Hardy
- Ultimate Advisor Podcast – Spotify
- Gino Wickman – Traction: Get a Grip on Your Business
- Gino Wickman – Rocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your Business
- Dan Sullivan – 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less
Connect with Jon Kuttin, Joseph Greco and Kuttin Consulting Group:
- (855) 722-9393
- kuttinconsultinggroup.com
- LinkedIn: Jonathan Kuttin
- LinkedIn: Joseph Greco
- Our CPA Alliances Coaching Program
- Submit yourself as a guest for the podcast
About the Ultimate Advisor Podcast:
The Ultimate Advisor podcast is a business podcast for financial advisors who are looking to grow their advising practices with greater ease and effectiveness. Ultimate Advisor was developed to help financial advisors master their marketing, sell their services with greater authority, generate repeat clients, and additional revenue in their business. Each week, your hosts Draye Redfern, Bryan Sweet, and Brittany Anderson will share some of the closest guarded secrets from successful financial advising practices across the U.S.
Joseph joined Jon’s wealth management practice in 2012 as a junior associate. He quickly found a strong niche building relationships with local CPAs on Long Island and in New York City to help source new clients and professional alliances to the firm. He works with 20+ CPA and attorney partners in our close knit network and has experience developing inside sales teams to reach niche target markets within the financial services space. Joseph manages the sales and onboarding of advisors and accountants into the Kuttin Consulting Group family and acts as a general coach in helping advisors work smarter with accountants and other professionals to help realize their business and personal goals.