Eric Dieckhoff is the Vice President of Professional Alliances and one of Kuttin Consulting Group’s most senior advisor coaches, with a special focus on teaching advisors how to create professional alliances with CPAs and Tax Professionals.
Eric started his career as Financial Advisor with Jon Kuttin’s Private Wealth Advisory Practice. It was not long that he had found a niche in working directly with CPA’s aligned to the firm, sourcing new relationships, and influencing those CPAs to proactively refer clients for financial planning. Currently, Eric splits his time working directly with 50+ CPA firms to develop, and coach them on how to identify and effectively refer clients to the financial planning practice. He spends the balance of his time coaching financial advisors from around the country on how to achieve “Quantum Growth” within their practices using our “4-Step Sales Process.” In addition, Eric has extensive experience coaching Financial Professionals in several additional key levers to achieving “Quantum Growth.”.
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