Monthly Archives: November 2021

FEATURE

5. The First Year Of The Financial Planning Process – Part One



The first year of financial planning with an advisor is typically focused on two key elements: building the client-advisor relationship and developing a financial plan. 

In part one of this two-part mini-series, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, discusses what the first 12 months of financial planning look like at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. 

Jon discusses:

  • Why financial plans are like living and breathing documents
  • What you can expect from your very first meeting with one of the practice’s advisors
  • The practice’s “facts and feelings” data-gathering process and how it uncovers clients’ deepest needs
  • The importance of finding an advisor you resonate with
  • And more!

Connect with Jonathan Kuttin:


FEATURE

4. Great Advisors Are Great Leaders



One of the true hallmarks of a great financial advisor is their ability to influence their clients’ decisions in ways that help them stay on the path to achieving their personal goals.

In this episode, Jon Kuttin,  CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, discusses how true leadership enables advisors to help their clients make tough financial decisions. He also shares his sound money management philosophy, and how it helps you find smart places to get the money you need to achieve your goals.

Jon discusses:

  • The importance of client and advisor alignment 
  • How Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, coaches advisors to be influential leaders
  • Ways to apply the three-bucket strategy to financial planning
  • Reasons to attach every dollar to a specific goal
  • And more!

Connect with Jonathan Kuttin: