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We’re back with another episode of Quantum Growth for Financial Advisors with Jon Kuttin.
This week, we share some leadership insights from Jon from one of his past coaching sessions with top advisors around the country.
Jon has rapidly scaled his wealth management practice remotely post COVID and shares some valuable insights with the group on how to stay connected to your team. We explore how leaders can effectively scale their teams in a remote-first world while staying connected and building trust. The conversation emphasizes that growth isn’t just about adding headcount—it’s about fostering alignment, culture, and communication as the organization expands.
Listen in to learn:
- Tips From Jon on How to Stay Connected to Your Remote Organization
- How to Personalize Employee Communications to Increase Connectivity
- How to Think About Risk and Reward as it Relates to Scaling a Wealth Management Organization
- How to Keep Your Best Clients Connected to Your Equity Partners and Key Advisors
- Navigating Organizational Expansion as it Relates to Geography
Connect with Jon Kuttin, Joseph Greco and Consulting Group:
- (855) 722-9393
- www.kuttinconsultinggroup.com
- LinkedIn: Jonathan Kuttin
- LinkedIn: Joseph Greco
- Our CPA Alliances Coaching Program
- Submit yourself as a guest for the podcast
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.