About Joseph Greco

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.

Kuttin Consulting Group Receives 2022 Global Tax Award

Press Release FOR IMMEDIATE RELEASE KUTTIN CONSULTING GROUP Receives 2022 Global Tax Award United Kingdom, 2023 – Wealth & Finance magazine announces the winners of the Global Tax Awards 2022. The tax industry is competitive, complex, and extremely vital to society. It is absolutely essential for not only the corporate landscape, but for individuals around

By |2023-03-24T11:21:07-04:00March 17th, 2023|Financial Advisors, Professional Alliances|0 Comments

Breaking Down The Vision Traction Organizer And Making It Applicable To Your Business

We are back with another episode of Quantum Growth for Financial Advisors to break down the EOS System (Entrepreneurial Operating System) with Jon Kuttin and how this tool can help you gain clarity with your vision and organize your business.  Today we are focusing on the VTO tool (the vision traction organizer) and how this

Get to Know Jon – His Favorite Podcasts, Books and Magazines

Over the past few months, we have had an influx of questions from advisors in the Kuttin Consulting Group ecosystem and beyond who are interested in Jon's personal interests regarding personal development and leadership. Books: Atomic Habits Who Not How The Gap and the Gain The Five Dysfunctions of a Team: A Leadership Fable Extreme

By |2023-03-03T13:08:37-05:00March 3rd, 2023|All Industries, Leadership|0 Comments

From Solo Advisor to Elite Organization – Episode 201 – 1M to 2.5M GDC

We are back with another episode of Quantum Growth for Financial advisors with Jon Randall & Jon Kuttin.  This week, we continue on our new Multi-Part Educational Classroom Series for Financial Advisors Looking for Quantum Growth within their Practices! Join Jon Randall and Jon Kuttin for our 201 Episode focused on Advisors looking to reach

2022 M&A Recap in the Financial Services Space & What’s Next for the Industry

We are back with our next episode of Quantum Growth for Financial Advisors!  This week, we review the M&A space with David Grau Jr. at Succession Resource Group to recap what the wealth management industry saw in 2022. David talks about the noteworthy trends in M&A for financial advisors that occurred last year and compares

From Solo Advisor to Elite Organization – Episode 101 – Up to 1M GDC

We are back with Jon Randall & Jon Kuttin with our new Multi-Part Educational Classroom Series for Financial Advisors Looking for Quantum Growth within their Practices! Join Jon Randall and Jon Kuttin for our introductory episode - Episode 101 - Focused on Advisors Looking to Get to 1M of GDC (production) within their businesses. Jon

Jon Answers Leadership Questions – Actionable Techniques to Lead Your Growing Organization

Advisors, as we kick off 2023 and look forward to a strong year ahead – we wanted to start this year off with a focus on leadership. This week, Jon reviews 5 thoughtful leadership questions that were asked of him on one of his last Mastermind Group Coaching Session with Jon Randall of eXtraordinary Financial

Greatest Hits Part 2 – The Best Quantum Growth Guest Moments from 2022

We are back with our last episode of 2022! Listen in for Part 2 of the best moments from the Quantum Growth for Financial Advisors Podcast! We hope you had a great year and we can’t wait to see you in 2023! Featuring Clips From: Jon Randall eXtraordinary Coaching Mitchell York Certified EOS Implementer Lisa

Greatest Hits – The Best Quantum Growth Guest Moments from 2022

As we head into the last few weeks of 2022 and get ready for the holiday season, we wanted to end this busy year on the theme of reflection and recap some of the best moments from our guests on the Quantum Growth for Financial Advisors podcast! Listen in for nuggets of wisdom from our

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