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How a Barron's Hall of Fame Advisor Acquired His Way to the Top
Over the past 20 years, Jon Kuttin has acquired over 35 financial advisory businesses. As a result, Kuttin Wealth Management has become one of the largest independent wealth management firms in the country.
In this episode of the show, Jon sat down with Scott Wetzel and Mike Langford to share some of his insights about how RIAs and financial advisors should approach the M&A process.
In addition to Kuttin Wealth Management, Jon also owns a consulting firm that helps financial advisors achieve what he calls "quantum growth." You can learn more about the Kuttin Consulting Group here.
BONUS: Scott Wetzel joined Jon for an episode of the Quantum Growth For Advisors Podcast. Give it a listen!
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Over the past 20 years, Jon Kuttin has acquired over 35 financial advisory businesses. As a result, Kuttin Wealth Management has become one of the largest independent wealth management firms in the country.
In this episode of the show, Jon sat down with Scott Wetzel and Mike Langford to share some of his insights about how RIAs and financial advisors should approach the M&A process.
In addition to Kuttin Wealth Management, Jon also owns a consulting firm that helps financial advisors achieve what he calls "quantum growth." You can learn more about the Kuttin Consulting Group here.
BONUS: Scott Wetzel joined Jon for an episode of the Quantum Growth For Advisors Podcast. Give it a listen!