In this episode, Barron’s Hall of Fame Advisor, Jonathan Kuttin, shares the model he uses to build CPA partnerships. Jon walks through the key strategies he uses to leverage his existing client base to make connections with CPAs and to differentiate himself from other advisors targeting CPAs. Jon shares some of the lessons learned and the process he used to build over 60 CPA partnerships at his own wealth management firm, and which he now teaches to other advisors through his CPA Alliance Coaching Program. Jon also provides an infographic of the relationship model as a free download.

Key Links

Download the CPA Relationship Model PDF: 

Learn more about Kuttin Consulting Group:

Learn more about CPA Alliance Coaching:

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Connect with Jon Kuttin on LinkedIn:

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