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We are back with another episode of Quantum Growth for Financial Advisors to introduce our next FASS founding member – Ray Kelly!
The Financial Advisor Success Syndicate is 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.
Tune in today to hear from Ray Kelly to hear why he is so excited about the launch of the FASS, and where he believes he will provide the most value to our members and advisors.
Listen in to learn:
- What the Financial Advisor Success Syndicate is
- Ray’s “why” behind the Financial Advisor Success Syndicate and his learnings from how the industry currently operates.
- Why Ray believes leadership is the most important trait a financial advisor should be focusing on over the next 10 years to grow their business.
- Ray’s 70/20/10 rule that drives adult learning.
- Ray’s hope and vision behind his role in the Financial Advisor Success Syndicate and where he believes he will provide the most value to our advisors.
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
About our Guest:
Ray Kelly has been with Think2Perform since 2010. He has dedicated the majority of his career to the sales side of the business and focuses on developing high-performance leaders and teams. Ray has a passion for helping people reach their potential and shape the cultures they live in through breakthrough leadership development training.
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.