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We are back with another episode of Quantum Growth for Financial Advisors to reveal a HUGE announcement for the wealth management industry!
Today, Jon Kuttin announces the Financial Advisor Success Syndicate, a free group for qualified financial advisors and wealth managers who want to learn and grow alongside some of the best thought leaders in the industry.
Listen in to learn:
- What the Financial Advisor Success Syndicate is
- Jon’s why behind the Financial Advisor Success Syndicate
- Jon’s hope and vision behind the Financial Advisor Success Syndicate and the advisors in the group
- Knowers vs. Learners and who the group is appropriate for
- Jon’s big reveal around the founding members of the Financial Advisor Success Syndicate and what they will specialize in
- How our founders will help you grow and scale with their specializations
Resources:
- Sign up for Our Waiting List at www.JoinFASS.com
- www.JoinFASS.com
- Dan Sullivan’s Who not How Concept and Book
- Kuttin Consulting Group Website
- Elite Consulting Partners Website
- Frank LaRosa LinkedIn
- Frank LaRosa Email
- Think2Perform Website
- Ray Kelly – LinkedIn
- Ray Kelly Email
- eXtraordinary Financial Advisors Website
- Jon Randall LinkedIn
- Jon Randall Email
- Succession Resource Group Website
- David Grau Jr. LinkedIn
- David Grau Jr. Email
- Elite Resource Team Website
- Anton Anderson LinkedIn
- Anton Anderson Email
- Elite Marketing Website
- Tina Beck LinkedIn
- Tina Beck Email
Connect with Jon Kuttin, Joseph Greco and Consulting Group:
- (855) 722-9393
- www.kuttinconsultinggroup.com
- LinkedIn: Jonathan Kuttin
- LinkedIn: Joseph Greco
- Our CPA Alliances Coaching Program
- Submit yourself as a guest for the podcast
Joseph joined Jon’s wealth management practice in 2012 as a junior associate. He quickly found a strong niche building relationships with local CPAs on Long Island and in New York City to help source new clients and professional alliances to the firm. He works with 20+ CPA and attorney partners in our close knit network and has experience developing inside sales teams to reach niche target markets within the financial services space. Joseph manages the sales and onboarding of advisors and accountants into the Kuttin Consulting Group family and acts as a general coach in helping advisors work smarter with accountants and other professionals to help realize their business and personal goals.