Are you an advisor looking to grow your business and build long-lasting partnerships?
If so, this episode with tax accountant Ken Coburn of Coburn’s Tax Services’ is for you!
This week, Ken joins Jonathan Kuttin to reveal how working with vetted financial professionals has contributed to the growth of his business, successfully managing over 145 businesses. Ken also provides must-know advice to all advisors looking to build value within relationships.
- Developing professionalism and transparency within advisory teams
- Why weekly meetings are critically important for partnership success
- The importance of treating all your clients as your million-dollar clients
- How outsourcing the financial planning division impacted his business and relationships
- And more!
Connect With Ken Coburn:
- (516) 384-6858
- Coburn’s Tax Services
Connect With Kuttin Consulting Group:
- LinkedIn: Jonathan Kuttin
- CPA Alliance Coaching
- Submit yourself as a guest for the podcast
About Our Guest:
Kennith Coburn: Is experienced in tax return preparation and planning needs, Ken is an IRS-registered tax preparer in Nesconset, New York, associated with Coburn’s Tax Service. If you are a taxpayer or a small business owner, Ken’s services can be just right for you.
Jon Kuttin is a Barron’s Hall of Fame Advisor with 25+ years of experience leading and growing a financial advisory practice. Driven by a mission to build leaders and give back to the financial services industry, Jon launched Kuttin Consulting Group to provide training and consulting services from seasoned practitioners. Jon is skilled at building companies, M&A, leadership, Professional Alliances, Recruiting, and other growth oriented activities. He regular speaks and contributes articles and has been featured in a number of publications including Financial Advisor Magazine. In addition to serving as CEO of Kuttin Consulting Group, Jon serves as a partner in Haydenrock Solutions, a consulting firm helping CPAs build 21st century practices.