A Proven Process
Developed By A Barron’s Hall of Fame Advisor
25+ YEARS OF SUCCESS
Our proven processes deliver results.
Jonathan Kuttin, Barron’s Hall of Fame Advisor, built his practice over 25 years. Much of his growth and success came about as a result of building over 65 referral and revenue sharing relationships with CPAs, which generate over 350 referrals a year. Jonathan has developed a proven process that any advisor can use to create profitable CPA relationships for their own practice.
Three Programs To Serve You
A Scalable Process To Deliver A Sophisticated CPA Program
YEAR 1
CPA FOUNDATIONS
Learn a proven process for approaching CPAs and building profitable relationships. We pair on-demand online training with one-on-one and group coaching to give you a solid foundation to develop alliances with your own Centers of Influence.
YEAR 2
CORE ADVISOR
As your CPA relationships mature, you may need additional support and guidance in order to close the deal. We provide you with a Relationship Coach who will work directly with you and your CPA to arrive at an arrangement that works for both of you.
YEAR 3
CORE ADVISOR PLUS
More sophisticated CPA Alliances expect to be able to bring comprehensive solutions to their clients. We provide you with a liaison and a Virtual Family Office designed to meet the needs of high net worth clients and business owners.
Want To Learn More?
ON DEMAND WEBINAR
In this 30 minute on demand webinar, Jon shares how he used CPA relationships to build his practice and the challenges keeping many advisors from doing the same. Afterward you will have an opportunity to schedule a call with a consultant to learn more about what’s included in our program.