Jon Kuttin, CEO
Jon Kuttin is a Barron’s Hall of Fame Advisor with 25+ years of experience leading and growing a financial advisory practice. Driven by a mission to build leaders and give back to the financial services industry, Jon launched Kuttin Consulting Group to provide training and consulting services from seasoned practitioners. Jon is skilled at building companies, M&A, leadership, Professional Alliances, Recruiting, and other growth oriented activities. He regular speaks and contributes articles and has been featured in a number of publications including Financial Advisor Magazine. In addition to serving as CEO of Kuttin Consulting Group, Jon serves as a partner in Haydenrock Solutions, a consulting firm helping CPAs build 21st century practices.
Eric Dieckhoff, VP
Eric Dieckhoff is the Vice President of Professional Alliances and one of Kuttin Consulting Group’s most senior advisor coaches, with a special focus on teaching advisors how to create professional alliances with CPAs and Tax Professionals. Eric started his career as Financial Advisor with Jon Kuttin’s Private Wealth Advisory Practice. It was not long that he had found a niche in working directly with CPA’s aligned to the firm, sourcing new relationships, and influencing those CPAs to proactively refer clients for financial planning. Currently, Eric splits his time working directly with 50+ CPA firms to develop, and coach them on how to identify and effectively refer clients to the financial planning practice. He spends the balance of his time coaching financial advisors from around the country on how to achieve “Quantum Growth” within their practices using our “4-Step Sales Process.” In addition, Eric has extensive experience coaching Financial Professionals in several additional key levers to achieving “Quantum Growth.”
Joseph Greco, Regional Sales Director, Operations Manager
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.
James Sanford, Sales Manager – Elite Approach / CPA Foundations Program
James began his career in 1995 as a financial advisor with The Teacher Consulting Group in San Diego after graduating with a degree in Business Management from the University of Southern Colorado. In 2000, he founded his own boutique real estate and investment company called JD Consolidated Real Estate LLC. The primary focus of his business was to help his clients gain financial independence by repositioning their portfolios with proven real estate strategies. James joins ERT with a strong marketing, business development, and direct sales background. He is also an expert in raising capital for joint venture and investment projects. Outside of work, James is a motivational speaker, attends church, enjoys working out, and playing sports. He currently resides in Long Beach, California.
Todd Steinberg, Coach
Todd Steinberg offers more than 20 years of experience emphasizing sales, marketing and business development in the industry of marketing accounting and financial services. The scope of Todd’s experience has spanned virtually all aspects of the accounting practice marketing industry. A respected leader in the industry, his experience includes developing new marketing strategies, training program sales, integrating financial planning and payroll services into accounting practices, hiring and training of marketing personnel for accounting and financial firms nationwide and speaking at regional and national conferences as an authority on marketing accounting services and financial services in tandem.