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.

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

On this week’s episode of Quantum Growth for Financial Advisors, we welcome back a repeat guest – Jon Randall to dive into a key topic for financial advisors who are building their own practices. The focus on today’s episode is constraints within your business and how to identify and overcome them to achieve sustainable growth. 

The Proven Systems that Scale Your Business with Jon Kuttin

Join us for a special feature episode of Quantum Growth for Financial Advisors! Jon joins Derrick Kinney on his podcast - Good Money with Derrick Kinney to share his journey from starting a wealth management practice as a solo advisor to leading one of the top independent firms in the nation Jon’s reflects on his

The Type Two Fun Concept: Supercharging and Sustaining Motivation Part 2 with Michael Futterman

On this week's episode of Quantum Growth for Financial Advisors, we welcome back Mike Futterman to the show for Part 2 of 2 of our discussion on motivation and "Type 2 Fun"! Mike and Jon continue the discussion this week around discipline and motivation.  On Part 2, we shift into the neuroscience behind motivation, emphasizing

The Type Two Fun Concept: Supercharging and Sustaining Motivation Part 1 with Michael Futterman

On this week's episode of Quantum Growth for Financial Advisors, we welcome back Mike Futterman to the show! Mike and Jon discuss the age old concepts around discipline and motivation.   Mike introduces his concept of "type two fun", which involves intentionally choosing challenging activities that may prompt feelings of discomfort. He explains that the idea

Featured Podcast: Ultimate Advisor Podcast – Scaling a Multi Billion Dollar Advisory Practice Through Mastering Leadership with Jon Kuttin

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

The 90/10 Transformation with Brittany Anderson

Welcome back to Quantum Growth for Financial Advisors!  This week, Jon interviews Brittany Anderson about her concept of the 90-10 transformation, which addresses the challenges faced by highly driven individuals in the financial industry. Brittany shared insights into the impact of the pandemic on different individuals, highlighting the distinction between those who accelerated and those

The Language of Referrals Part 2 with Bill Cates

Welcome back to Quantum Growth for Financial Advisors!  This week, we welcome back Bill Cates again, the referral coach to discuss his new book “The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients” and to talk about how to truly believe in the value you provide to your

The Language of Referrals with Bill Cates

Welcome back to Quantum Growth for Financial Advisors!  This week, we welcome back Bill Cates, the referral coach to discuss his new book “The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients” and to talk about how to truly believe in the value you provide to your clients.

The Authority Accelerator: How Guest Podcasting Can Attract Ideal Clients for Your Financial Practice with Paul G. McManus and Tony Maree Torrey

Welcome back to the show Quantum Growth for Financial Advisors listeners!  Today we welcome back Paul G. McManus and Tony Maree Torrey of More Clients More Fun (MCMF) Publishing to discuss going deeper on synergistic marketing in the financial services industry.   Paul and Tony introduce the concept of the “influencer accelerator” strategy to leverage guest

Unlocking Your True Entrepreneurial Potential Part 2 with Dan Sullivan

We are back with another special episode of Quantum Growth for Financial Advisors podcast featuring the founder and president of Strategic Coach, Dan Sullivan! For Part 2 of this 2 Part Episode, today we talk about how to unlock your true entrepreneurial potential.  Dan and Jon reflect on the inherent traits of entrepreneurs and their

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