PARTNERSHIP
OPPORTUNITY
We are passionate
About helping great businesses, within the financial services industry, experience quantum growth through
win/win partnerships.
We do this by leveraging our experience, relationships, and capital to help our partners in three areas.
01
WHO
02
WHAT
03
HOW
Recruit the who.
Collaborate on the what.
Show them the how.
Once we have all three, quantum growth is inevitable.
Lead Consultant
Jon Kuttin
Jon Kuttin, founder and CEO of Kuttin Consulting Group has over 30 years of experience leading a financial advisory practice to over 8B+ assets under management. As a Barron’s Hall of Fame Advisor, he’s dedicated to nurturing leaders, and offering consulting and leadership via Kuttin Consulting Group. With a focus on vision, planning, and results, he shapes profitable businesses and fosters personal growth. Featured in Forbes, Barron’s, and more, Jon’s Financial Advisor Success Syndicate is his way of giving back to peers.
To Help Us Achieve Quantum Growth Together, You Have Access to:
Alliances
A select group of thought leaders and industry mavericks aligned in their desire for growth and opportunities to create synergy with one another.
Coaching
Access to leadership coaching and development sessions as well as business coaching from top industry experts.
Capital
Funds available to invest in necessary technology, marketing, recruiting, and real estate.
This allows you to make key investments that will support rapid growth.
Acquisitions / Recruiting
Experienced M&A team plus the capital to support practice acquisitions and recruiting. We also have a team actively marketing for talent acquisition (both individuals and businesses).
Marketing
Our in-house, CMO led marketing team has marketing systems and communications designed to drive client and team acquisitions.
As Our Partner, You Are Expected To:
01
Lead your business with vision and drive
02
Communicate openly and honestly at all times
03
Act with integrity
