The Influential Advisor

024: Inside the $8 Billion Empire: A Conversation with Barron's Hall of Fame Advisor Jon Kuttin


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In today's episode, I had the privilege of sitting down with Jon Kuttin, the mastermind behind Kuttin Wealth Management. Managing a staggering $8 billion in assets and earning a spot in Barron's Hall of Fame, Jon's influence in the industry is undeniable.

Key Takeaways:

- Jon's new book, "Unshakable Planning for the Certainty of Uncertainty in Retirement," aims to provide clients with valuable insights about wealth management and serve as a "salesperson in print" assisting Jon in growing his firm from the current $8 billion in AUM to the next milestone.
- How the return on investment of writing a book goes beyond acquiring new clients. It includes shorter sales cycles, better positioning, and the ability to leverage it in various marketing initiatives, such as sending books to clients, prospective clients, and centers of influence.
- The power of referrals, authorship, and speaking in creating a snowball effect and attracting ideal clients.
- Jon's next book, "Quantum Growth for Financial Advisors,"  focuses on helping financial advisors achieve quantum growth in their practices. It will be followed by additional books addressing specific areas of business growth and development.
- Insights and details into Jon's latest mastermind group: The Financial Advisor Success Syndicate . It features a group of industry experts who provide guidance, coaching, and valuable insights to participating advisors.

About Our Guest: Jon Kuttin
LinkedIn: https://www.linkedin.com/in/jonkuttin/
Website: https://www.kuttinconsultinggroup.com/
Financial Advisor Success Syndicate (FASS): https://joinfass.com/

About Your Host:  Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.

As the author of three books, including The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and Million Dollar Producer: The Secret Playbook For Financial Professional's To Land High-Value Clients Using LinkedIn, Paul has become a leading authority for financial professionals on using writing and LinkedIn to attract high-value clients

You can get a complimentary copy of Paul's book at: www.theshortbookformula.com



Claim your free audiobook copy at: www.theshortbookformula.com

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The Influential AdvisorBy Paul G. McManus

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