Joseph Greco, Author at Kuttin Consulting Group

About Joseph Greco

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.

The Future of Business Advisory: Proactive Advice & Collaboration Between CPAs and Advisors with Lera Kooper

In this week’s episode of Quantum Growth for Financial Advisors, Jon welcomes Lera Kooper, Partner at Accountability Services, for an insightful conversation about the evolving role of CPAs in today’s advisory landscape. Lera shares her journey of transforming traditional, compliance-focused accounting into a proactive, year-round advisory service aimed at reducing stress for business owners and maximizing long-term value. She and

By Joseph Greco|2025-03-21T15:47:55-04:00March 21st, 2025|Leadership, Practice Management, Quantum Growth Advisors Podcast, Uncategorized|0 Comments

The Power of Decisive Action Part 3 – More, Better or Different: Crafting Your Next Best Action with Jon Kuttin

Part 3 of Our Hands-On Session with Jon Kuttin is Here! In this episode, Jon dives into the challenge of making the intangible tangible, emphasizing the importance of accountability and raising standards as a business grows. He introduces the phrase "higher level, new devil," highlighting how success brings fresh challenges that demand quick solutions. Drawing

By Joseph Greco|2025-03-05T14:38:44-05:00March 5th, 2025|All Industries, Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Professional Services, Quantum Growth Advisors Podcast, Topics|0 Comments

The Power of Decisive Action Part 2 – From Intangible to Tangible: Building Unstoppable Momentum with Jon Kuttin

Ready for part 2 of a real hands-on session with Jon Kuttin on decision making? Today, Jon goes deeper on this topic and focuses on the essential transition from conceptualization to implementation. He reviews a real example with his wealth management firm's commitment to moving clients' assets to a discretionary management system to enhance efficiency

By Joseph Greco|2025-02-20T10:02:33-05:00February 20th, 2025|All Industries, Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Professional Services, Quantum Growth Advisors Podcast, Topics|0 Comments

The Power of Decisive Action Part 1 – Deciding vs. Doing with Jon Kuttin

Ready for a real hands-on session with Jon Kuttin on decision making? Join us for this week’s podcast with Jon as he delves into the distinction between decision-making and action, using a parable about frogs to illustrate that deciding to act is not the same as taking action. Jon outlines the concept of adult learning as

By Joseph Greco|2025-02-05T15:23:34-05:00February 5th, 2025|All Industries, Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Professional Services, Quantum Growth Advisors Podcast, Topics|0 Comments

Financial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon Hay

On this week’s episode of Quantum Growth for Financial Advisors, we shift gears towards the accounting firm industry and delve into a concept that is one of the core focuses of Kuttin Consulting Group - accounting firm partnerships. Today, we take it a step further and talk about accounting firm acquisitions as it relates to wealth

By Joseph Greco|2025-01-24T15:53:55-05:00January 24th, 2025|Leadership, Practice Management, Quantum Growth Advisors Podcast, Uncategorized|0 Comments

Identifying the Constraints in your Practice Part 3 with Jon Randall, CMC™

On this week’s episode of Quantum Growth for Financial Advisors, we welcome back Jon Randall again to dive into part 3 of our 3-part series about identifying constraints in your advisory business. Can you actively identify the true constraints within your business and overcome them to achieve sustainable growth? Jon Randall and Jon Kuttin dive

By Joseph Greco|2025-01-10T18:48:52-05:00January 10th, 2025|Leadership, Practice Management, Quantum Growth Advisors Podcast, Uncategorized|0 Comments

Best Quantum Growth Moments of 2024

As we head into the last few weeks of 2024 and get ready for the holiday season, we wanted to end this year of growth and personal development on a positive note and recap some of the best moments from our guests on the Quantum Growth for Financial Advisors podcast this year! Listen in for

By Joseph Greco|2024-12-16T10:24:41-05:00December 16th, 2024|All Industries, Industries, Leadership, Marketing, Practice Management, Professional Alliances, Professional Development, Quantum Growth Advisors Podcast, Topics|0 Comments

The Efficiency Factor with Libby Greiwe

Welcome back to Quantum Growth for Financial Advisors for one of our last episodes of 2024! This week, Jon welcomes Libby Greiwe of The Efficient Advisor to the show to talk about all things efficiency when running your advisory practice. Libby shares her transformative experience in the financial advisory industry, detailing how she restructured her

By Joseph Greco|2024-12-02T16:01:48-05:00December 2nd, 2024|All Industries, Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Development, Professional Services, Quantum Growth Advisors Podcast, Topics|0 Comments

The Grit Factor: Cultivating Perseverance for Success with Marissa Levin

Welcome back to Quantum Growth for Financial Advisors! This week, Jon talks about a subject that has been pivotal in his personal growth and development - GRIT. Join Jon and Marissa Levin, entrepreneur and CEO of Marissa International as they delve into all things GRIT. Today's episode highlights the importance of grit and resilience in

By Joseph Greco|2024-11-18T16:41:52-05:00November 18th, 2024|All Industries, Change Management, Financial Advisors, Financial Services, Industries, Leadership, Marketing, Practice Management, Professional Development, Professional Services, Quantum Growth Advisors Podcast, Topics|0 Comments

Identifying the Constraints in your Practice Part 2 with Jon Randall, CMC™

On this week’s episode of Quantum Growth for Financial Advisors, we welcome back Jon Randall to dive into part 2 of our 3-part series about identifying constraints in your advisory business. Can you actively identify the true constraints within your business and overcome them to achieve sustainable growth? Jon Randall and Jon Kuttin dive into

By Joseph Greco|2024-11-04T17:46:55-05:00November 4th, 2024|Leadership, Practice Management, Quantum Growth Advisors Podcast, Uncategorized|0 Comments

Previous 123 Next

About Joseph Greco

Top Sliding Bar

Recent Tweets

Newsletter