What if you could pull back the curtain on an advisors practice and learn more about what makes wholesalers attractive to them?
What if that advisor was a multi-year recipient of a Barrons Top 100 designation.
In this episode of Wholesaler Masterminds Radio we welcome Jonathan Kuttin.
From the Kuttin file:
Jonathan Kuttin is a practicing advisor whose New York-based private wealth advisory practice produces in excess of $4 million in annual gross dealer concession. Kuttin and Associates has created over forty formal CPA Alliances which has fueled much of the Quantum Growth within his practice.
Jon is a nationally recognized speaker, coach, and financial advisor who has successfully trained over 1,000 financial advisors, independent reps and insurance agents around the country. Using his proven system to help them create mutually beneficial relationships with the CPA and tax professional community.
As an advisor, Jon has been recognized as one of Barron’s Top 100 Independent financial advisors plus he has been a perennial chairman’s advisory council member for one of the country’s largest broker dealers.
Get comfortable and listen carefully to some great insights shared by Jonathan.