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You might reach a point in your practice when your excessive client work leaves no room to focus on future business growth and scalability.

 

This might be the ideal time to transition from being a client-facing advisor to a CEO who leads the company.

 

In this episode, Jon Kuttin is interviewed by Louis Diamond, President at Diamond Consultants and co-host of Independence: A Podcast for Financial Advisors. Jon reflects on his exciting career journey from being an intern in the 90s to leading a wealth management firm with nearly $2.4 billion in assets under management. 

 

Jon discusses:

  • How CPA partnerships can be effective referral-generators
  • What it’s like to step back from client work and transition to a leadership role
  • Valuable advice for young, up-and-coming advisors to kickstart their career
  • Inorganic growth tactics to accelerate your business development
  • And more!

Resources:

Connect with Diamond Consultants:

Connect with Kuttin Consulting Group:

 

About Mindy and Louis Diamond:

Mindy Diamond started Diamond Consultants in 1998 with nothing more than a pad, pen, and phone, working from the bedroom floor in her home. The business became a “third child” that she nurtured and developed into one of the leading consulting and recruiting firms for financial advisors in the country. Drawing from her own entrepreneurial experience, Mindy developed an organization that employs a unique relationship-driven approach that helps individuals and organizations achieve what she calls their “Best Business Life.” By counseling advisors on how to ask the right questions and “dig deep,” she helps them look at all of the opportunities available to find the one that allows them to reach their full potential.

Louis Diamond has guided many of the top teams in the industry as they’ve transitioned to another employee-model firm or launched RIA firms. As a next-generation leader for Diamond Consultants, Louis has a first-hand understanding of the needs and requirements of complex multi-generational teams. His strong business acumen, refined analytical skills, and objectivity allow him to advise independent business owners who want to accelerate growth via mergers, acquisitions and recruiting. As President of Diamond Consultants, Louis is responsible for the day-to-day operations of the firm, with an eye toward growth.