In the episode, we talk in-depth about how Jon has carved out three distinct roles within his firm that allow employees to focus solely on what they’re good at (creating both superior results and clarity around responsibilities within the firm itself), why Jon has found that the business is growing better by getting his advisors completely out of the prospecting business and focused on delivering an amazing client experience, and how Jon has powered the growth of the firm by separately building a CPA referral program to bring in prospects that his advisors then close by leveraging the “borrowed trust” they receive from the CPA referrals.

Jonathan Kuttin ranked #11 out of 100 of America's top independent financial advisors, as identified by Barron's. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices.

Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry. Advisors who wish to be ranked fill out a comprehensive survey about their practice. We verify that data and apply our rankings formula to the data to generate a ranking, based on assets, revenue, and quality of practice. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search.

Jonathan Kuttin coaches financial advisors on mastering the art of working with CPAs.

Over two decades, the Long Island–based financial advisor has built a sprawling practice catering to the mass affluent. Kuttin runs regular TV ads on a Long Island news channel and the local CNBC cable feeds. The tagline? “Are you prepared for the certainty of uncertainty?”