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What are some proven tactics and strategies that advisors can employ to accelerate growth and achieve their goals? 

In this episode, Matt Halloran is joined by Jon Kuttin – CEO of Kuttin Consulting Group, financial advisor, podcast host, and disruptor extraordinaire – to explore the importance of innovation, delegation, and forward-thinking in financial advisory practices. Dive into Jon’s playbook as he shares his secrets on scaling his business, the power of podcasting for advisors, and why wearing “busy” as a badge of honor is so last season.

Jon is a true visionary shaking up the industry with his innovative approach to growth, success, and what it means to be a top advisor.

Jon and Matt discuss:

• Effective strategies for scaling your business, such as through mergers and acquisitions, and implementing scalable business models
• The importance of delegation and empowering team members to leverage their unique abilities
• The significance of investing in your marketing efforts – particularly through podcasting – to enhance branding and client engagement
• How and why you should develop a long-term perspective and proactive approach to differentiation, change management, and business growth
• And more

“I got involved in podcasting because it gives me the ability to share my expertise on a particular niche – whether it be for a financial advisor or a financial planning client – in a way that I could be my authentic self.” ~Jon Kuttin

Resources: 

• Book: 10X Is Easier Than 2x by Dan Sullivan and Dr. Benjamin Hardy
• Podcast: Quantum Growth for Advisors
• Group: Financial Advisor Success Syndicate

Connect With Jon Kuttin:

• LinkedIn: Jon Kuttin
• Website: Financial Advisor Success Syndicate (FASS)
• Website: Kuttin Consulting Group
• Website: Kuttin Wealth Management

Connect With ProudMouth:

• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Jon Kuttin is a Barron’s Hall of Fame Advisor with 30+ years of experience leading and growing a financial advisory practice.  As the CEO of Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, Jon helps guide the strategic vision of the practice as they seek to become known industry wide as a leadership development factory. Driven by a mission to build leaders and give back to the financial services industry, Jon regularly speaks and contributes articles on CPA alliances, leadership, acquisitions, recruiting, and other topics for numerous publications including Forbes, Financial Advisor Magazine and Barron’s. His 9.5B+ AUM practice is headquartered in Hauppauge, NY and has offices across the country.