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This week, we have a special episode featuring Jon Kuttin and Matt Halloran on the Top Advisor Marketing Podcast by ProudMouth!
Advisors, what are some proven tactics and strategies that advisors can employ to accelerate growth and achieve their goals?
In this episode, Matt Halloran is joined by Jon Kuttin – CEO of Kuttin Consulting Group, financial advisor, podcast host, and disruptor extraordinaire – to explore the importance of innovation, delegation, and forward-thinking in financial advisory practices. Dive into Jon’s playbook as he shares his secrets on scaling his business, the power of podcasting for advisors, and why wearing “busy” as a badge of honor is so last season.
Jon is a true visionary shaking up the industry with his innovative approach to growth, success, and what it means to be a top advisor.
Jon and Matt discuss:
- Effective strategies for scaling your business, such as through mergers and acquisitions, and implementing scalable business models
- The importance of delegation and empowering team members to leverage their unique abilities
- The significance of investing in your marketing efforts – particularly through podcasting – to enhance branding and client engagement
- How and why you should develop a long-term perspective and proactive approach to differentiation, change management, and business growth
- And more
“I got involved in podcasting because it gives me the ability to share my expertise on a particular niche – whether it be for a financial advisor or a financial planning client – in a way that I could be my authentic self.” ~Jon Kuttin
About our Guest:
Matt Halloran got started in the financial services industry 20 years ago as a certified life and business coach. As he became immersed in his client’s biggest needs, he built his knowledge and expertise as a financial branding and social media expert. More recently, Matt has added podcasting to that list. Matt respects how tough it is to be great and effective at marketing while running a practice, living a life, and loving a family. He teaches advisors how to be themselves, let their passions shine through, and create strong brands that resonate with ideal prospects and centers of influence.
Resources:
- PodRocket Influence Academy (Enroll for FREE with ProudMouth)
- Book: 10X Is Easier Than 2x by Dan Sullivan and Dr. Benjamin Hardy
- Podcast: Quantum Growth for Advisors
- Group: Financial Advisor Success Syndicate
Connect With Matt Halloran and ProudMouth:
- Thinking about starting your own podcast? Book a call with ProudMouth’s Influence Engineers to learn about their done-with-you service!
- ProudMouth
- LinkedIn: Matt Halloran
- Twitter: Matt Halloran
- LinkedIn: ProudMouth
- Facebook: ProudMouth
- Twitter: ProudMouth
- YouTube: ProudMouth
Connect with Jon Kuttin, Joseph Greco and Consulting Group:
- (855) 722-9393
- www.kuttinconsultinggroup.com
- Website: Financial Advisor Success Syndicate (FASS)
- 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.