Lessons From Scaling a Remote Wealth Management Organization with Jon Kuttin

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Quantum Growth for Financial Advisors

Jonathan Kuttin

100 episodes

1 week ago

Barron's Hall of Fame Advisor Jonathan Kuttin provides interviews, strategies, tips, and insights designed to help financial advisors create quantum growth in their own practice.

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Barron's Hall of Fame Advisor Jonathan Kuttin provides interviews, strategies, tips, and insights designed to help financial advisors create quantum growth in their own practice.

Entrepreneurship

Business,

Investing

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Lessons From Scaling a Remote Wealth Management Organization with Jon Kuttin

Quantum Growth for Financial Advisors

19 minutes 29 seconds

2 months ago

Lessons From Scaling a Remote Wealth Management Organization with Jon Kuttin

We’re back with another episode of Quantum Growth for Financial Advisors with Jon Kuttin.
This week, we share some leadership insights from Jon from one of his past coaching sessions with top advisors around the country.
Jon has rapidly scaled his wealth management practice remotely post COVID and shares some valuable insights with the group on how to stay connected to your team. We explore how leaders can effectively scale their teams in a remote-first world while staying connected and building trust. The conversation emphasizes that growth isn’t just about adding headcount—it’s about fostering alignment, culture, and communication as the organization expands.
Listen in to learn:

* Tips From Jon on How to Stay Connected to Your Remote Organization
* How to Personalize Employee Communications to Increase Connectivity
* How to Think About Risk and Reward as it Relates to Scaling a Wealth Management Organization
* How to Keep Your Best Clients Connected to Your Equity Partners and Key Advisors
* Navigating Organizational Expansion as it Relates to Geography

Connect with Jon Kuttin, Joseph Greco and Consulting Group:

* (855) 722-9393
* www.kuttinconsultinggroup.com
* LinkedIn: Jonathan Kuttin
* LinkedIn: Joseph Greco
* Our CPA Alliances Coaching Program
* Submit yourself as a guest for the podcast