Jonathan Kuttin's guest appearances

Jonathan Kuttin

Financial Advisor Success


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Quantum Growth for Financial Advisors

Julie Littlechild

Bill Cates

David Grau

Jeff Rose

Michael Kitces

Andy Schwartz

Anna Sergunina

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Brown

Dan Egan

Ric Edelman

OwlTail

Jonathan Kuttin is the founder of Kuttin Wealth Management, a hybrid RIA based out of Long Island, New York that manages over $3 billion dollars for 5,500 clients. Kuttin Wealth has grown to the point where Jonathan made the decision to separate client-facing service from leadership and operations, which allows for employees to focus solely on what they’re truly good at—and has allowed the firm to grow even further. In this episode, Jonathan explains why he created three distinct roles within his firm and how this silo of roles has led to both superior results and better clarity around responsibilities within the firm. He also shares the hard lesson he learned about the importance of legal agreements, the five leadership areas he cultivates in every area of the firm, and why supporting employees to get what they want out of life is a cornerstone principle of his firm. For show notes and more visit: https://www.kitces.com/222

Jonathan Kuttin is the founder of Kuttin Wealth Management, a hybrid RIA based out of Long Island, New York that manages over $3 billion dollars for 5,500 clients. Kuttin Wealth has grown to the point where Jonathan made the decision to separate client-facing service from leadership and operations, which allows for employees to focus solely on what they’re truly good at—and has allowed the firm to grow even further. In this episode, Jonathan explains why he created three distinct roles within his firm and how this silo of roles has led to both superior results and better clarity around responsibilities within the firm. He also shares the hard lesson he learned about the importance of legal agreements, the five leadership areas he cultivates in every area of the firm, and why supporting employees to get what they want out of life is a cornerstone principle of his firm. For show notes and more visit: <a href="https://www.kitces.com/222" rel="nofollow" target="_blank">https://www.kitces.com/222</a>

Ep 222: Scaling Growth By Separating Prospecting And Leadership From Client Advice with Jonathan Kuttin

Jonathan Kuttin, Barron's Hall of Fame Advisor shares how he got started, lessons learned, and what it took to grow his practice. Key Links Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/ Connect with Jon on LinkedIn: https://www.linkedin.com/in/jonkuttin/ Connect with Shennandoah on LinkedIn: https://www.linkedin.com/in/shennandoahconnor/ The post Interview With Barron’s Hall Of Fame Advisor Jonathan Kuttin appeared first on Kuttin Consulting Group.

Jonathan Kuttin, Barron's Hall of Fame Advisor shares how he got started, lessons learned, and what it took to grow his practice. Key Links Learn more about Kuttin Consulting Group: <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">https://www.kuttinconsultinggroup.com</a> Submit yourself as a guest for the podcast: <a href="https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/" rel="nofollow" target="_blank">https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/</a> Connect with Jon on LinkedIn: <a href="https://www.linkedin.com/in/jonkuttin/" rel="nofollow" target="_blank">https://www.linkedin.com/in/jonkuttin/</a> Connect with Shennandoah on LinkedIn: <a href="https://www.linkedin.com/in/shennandoahconnor/" rel="nofollow" target="_blank">https://www.linkedin.com/in/shennandoahconnor/</a> The post <a href="https://www.kuttinconsultinggroup.com/2020/10/21/interview-with-barrons-hall-of-fame-advisor-jonathan-kuttin/" rel="nofollow" target="_blank">Interview With Barron’s Hall Of Fame Advisor Jonathan Kuttin</a> appeared first on <a href="https://www.kuttinconsultinggroup.com" rel="nofollow" target="_blank">Kuttin Consulting Group</a>.

Interview With Barron’s Hall Of Fame Advisor Jonathan Kuttin