REAL PEOPLE. REAL STORIES.
This is how Financial Advisors achieved quantum growth in their financial practices
David Burgio, Financial Advisor
"Thanks to Kuttin Model, we've signed an agreement and created a strategic partnership with a great CPA firm in just four months. We were able to successfully integrate financial planning into their practice and we have had great results."
Angela Grabovsky, Financial Advisor
"We brought in more assets under management since the time we've started with Kuttin Model Training, than in 13 years prior to that. We now have a proven and straightforward process on how we approach CPAs today knowing that those CPAs are looking to provide more value."
Robert Aiken, Financial Advisor
"Thanks to Kuttin Model Training I now have 6 CPA relationships that do more than 800 tax returns. I just got a $5 million dollar referral last week. You take that and you can pay for the entire training. I feel it was completely worth the time and effort."
Gregg Keele, Certified Financial Planner
"Results speak for themselves. I have about $400 million under management in our group. Kuttin Model Training has given us the language and the tools to be able to preach that message of how we can provide much more value to everyone's clients when we do find ways of working together in a financially sustainable way."
David Petoskey, Financial Advisor
"This system gives us every tool that makes us successful. With more than $200 million under management we now have great processes as a financial planning and wealth management firm. Jon Kuttin did a truly great job!"
Seth Renaud, Financial Advisor
"It is a system! I've followed the scripts and got 40 new CPAs to choose from. And from that I took the path to success that we're having today. This process gave me the ability and confidence to offer something more tangible to CPAs and because of that we are forming partnerships today."
Thomas Fleishel, Financial Advisor
"Thanks to Kuttin Model Training I was able to easily differentiate myself from other advisors that bombard CPAs several times a day with no luck. With just a number of phone calls I've got 4 meaningful relationships with CPAs."
"THE TAX PROFESSIONAL ALLIANCE PROGRAM HAS BEEN AN EXTREMELY VALUABLE EXPERIENCE. THE MATERIALS, TRAINING, AND INDIVIDUALIZED ATTENTION HAVE SET ME UP FOR SUCCESS. IF YOU ARE GOING TO HAVE A CONSULTANT, IT SHOULD DEFINITELY BE THE BEST. THAT DEFINES KUTTIN CONSULTING GROUP"
Anthony Essis
CFP®, CFS®
Financial Advisor