Former Avantax Wealth Management Executive Joins Firm Specializing in Consulting for Financial Advisor and CPA Firms
Recently, Magson provided leadership as a member of the Integration team to merge the operations and personnel for two broker dealers, 1st Global Research and Consulting and H.D Vest, which became Avantax. Prior to that Magson served as the Executive Vice President, Client Experience Officer for 1st Global Research and Consulting. By joining Kuttin Consulting Group, Magson is able to bring his expertise to CPAs and advisors across the industry. “Kuttin already has a strong framework for helping financial advisors and CPAs build stronger alliances,” Says Magson. “Together we can help even more firms strengthen their offerings and provide sophisticated tax and wealth management strategies to high net worth clients.”
In addition to building stronger alliances, Magson specializes in helping CPA firms transition to value-based billing and integrating business advisory services, along with wealth management, into their firm. He is a recognized expert in the accounting space and has been a sought-after speaker and thought leader for a number of industry conferences, forums, and media outlets. “Jeff’s skills and experience help us elevate our offerings to our financial advisor and CPA clients,” says Kuttin Consulting Group President, Jon Kuttin. “He is able to drive home the frameworks and processes we have built and help CPAs and advisors deliver truly complex and sophisticated services to their best clients.”
As Chief Operations Officer, Magson will help direct the daily operations of the firm, while also working with the KCG team of experts to provide coaching and consulting services direct to our CPA and advisor clients. Namely he will help CPA firms assess their current business structure and strategy, implement value-based billing, integrate wealth management and business advisory services, and drive client acquisition through comprehensive marketing strategies and partnerships. Magson will also support M&A activity for accounting and advisory firms in tandem with our team of acquisition and succession experts.
Shennandoah Connor is a consultant, author, and speaker helping advisors and businesses in financial services, professionals services, and other industries achieve quantum growth. She achieves this by establishing targeted marketing strategies and communications paired with frameworks and processes to create manageable and sustainable growth. She has written articles and spoken for a number of organizations including the Global Women’s Leadership Conference, the Society for Marketing Professional Services, the Institute for Leadership in Capital Projects, SXSW Interactive, and many others. She currently serves as Chief Growth Officer and Consultant for Kuttin Consulting Group.