accountants Archives - Kuttin Consulting Group

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

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

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

By Joseph Greco|2024-09-10T12:18:55-04:00September 10th, 2024|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

Realizing Your Greater Purpose to Differentiate Your Prospecting Approach with Derrick Kinney

We are back with our newest episode of Quantum Growth for Financial Advisors to learn how to differentiate yourself from the crowd of other financial professionals and wealth managers by taking a unique approach to your prospecting process. Join Jon Kuttin and Derrick Kinney of Good Money Framework and author of the Wall Street Journal

By Joseph Greco|2023-04-26T14:49:38-04:00April 26th, 2023|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

Building Relationships with CPAs and Accountants – The Initial Steps with Joseph Greco

Join us today for a special episode of Quantum Growth for Financial Advisors where we delve into how we teach advisors that we coach at Kuttin Consulting Group about our own internal processes and systems to build relationships with CPAs and accountants. Today, we review the 1st and 2nd meeting process and framework that we

By Jon Kuttin|2023-03-29T19:54:32-04:00March 29th, 2023|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

Top Sliding Bar

Recent Tweets

Newsletter