Month: August 2021

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2. What It’s Like To Be A Kuttin Wealth Management Client

2. What It’s Like To Be A Kuttin Wealth Management Client

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At Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC we understand that most people are interested in financial advice, not just products.

If you are looking for financial advice over just products?

This episode is for you!

Join Jonathan Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, as he discusses what it is like to be a client of Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Jon takes a deep dive into their unique financial planning six-step approach while revealing what makes the practice stand out from other competitors.

Jonathan discusses:

  • The value of client feedback to the practice
  • How Kuttin Wealth elevates client experience – and the role of “seasons of advice” and frequent “knowledge injections” to do so 
  • The importance of planning for uncertain times
  • And more!

Connect With Jonathan Kuttin:

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1. Welcome to Planning for the Certainty of Uncertainty!

1. Welcome to Planning for the Certainty of Uncertainty!

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Welcome to Planning for the Certainty of Uncertainty, where we aim to help you achieve your life goals through comprehensive financial planning!

In this inaugural episode, Jonathan Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, shares his professional background, the core values that have guided him throughout his career in financial services, and his vision behind launching this podcast.

Jonathan discusses:

  • The types of financial planning insights listeners can expect from this series
  • Why it is so important to build a financial plan for the various uncertainties of your life
  • His secret behind maintaining a healthy work-life balance
  • The ideal clients that Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC is best suited to serve
  • And more

Connect With Jonathan Kuttin:

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More