Tag: Values

FEATURE
4. Great Advisors Are Great Leaders

4. Great Advisors Are Great Leaders

By |

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:

 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

FEATURE
3. Kuttin Wealth Management’s Unique Value Proposition Summed-Up in 30 minutes

3. Kuttin Wealth Management’s Unique Value Proposition Summed-Up in 30 minutes

By |

While Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, strives to help everyone who approaches them, they specialize in serving three types of clients –– HENRY’s (High earners, not rich yet), the mass affluent, and ultra-high net worth individuals

In this episode, Jon Kuttin, CRPC ®, AAMS ®, AWMA ®, CMFC ®, CRPS ®, Private Wealth Advisor, discusses the value that Kuttin Wealth Management brings to clients, and how they help their clientele secure their financial future through comprehensive advice.

Jon discusses:

  • Systematic ways you can save money to accumulate wealth
  • Key retirement considerations 
  • Reasons you should involve your children in the financial planning process
  • How and why you should be aligning your financial plan to your values
  • And more

Connect with Jonathan Kuttin:

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More