LEARN FROM THE LEADERS

Are you ready to elevate your practice to new heights?
Join a network of the nation’s top financial advisors and wealth managers as they assemble for
exclusive training and insight from the industry’s best. With the FASS’ free online community,
you will learn from elite thought leaders and collaborate alongside like-minded individuals to
enhance your personal and professional growth.

Jon Kuttin

Meet Barron's Hall of Fame Advisor and CEO of Kuttin Consulting Group, Jon Kuttin. As an advisor, Jon has been recognized as one of Barron’s Top 100 Independent financial advisors since 2009, the Forbes Best in State in 2018, and one of the Financial Times Top Financial Advisors in 2018.

Frank LaRosa

Meet the Founder and CEO of Elite Consulting Partners and host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa.” With more than 25 years in the industry, Frank launched Elite Consulting Partners in 2011 as a transition consulting firm with a unique, advisor-first approach to recruiting.

Anton Anderson

Meet entrepreneur, consultant, and thought leader, Anton Anderson. Anton is the CEO and cofounder of Elite Resource Team. Since its foundation in 2014, the Elite Resource Team has trained over 1,200 advisors across 37 states in a more proactive and holistic planning approach.

Jon Randall

Meet Jon Randall, the Founder of XFA.COACH, a premier coaching and consulting firm that helps financial advisors become multi-million dollar producers. With a Ph.D. (c) in Performance Psychology, Jon has been committed to guiding financial advisors in the industry since 2004.

Ray Kelly

Meet Senior Vice President & Consultant at Think2Perform, Ray Kelly. After a 21-year career as a financial services executive, Ray joined Think2Perform; a leadership coaching, consulting, and business development service that is designed to enhance the decision-making skills and performance of individuals and organizations.

Tina Beck

Meet Tina Beck, the Chief Marketing Officer at Elite Consulting Partners. Prior to joining Elite Consulting Partners, Tina worked for more than a decade as a freelance marketing consultant, providing service to distinguished firms within the real estate, construction, hospitality, travel, and financial services industries.

David Grau

Meet the Founder and CEO of Succession Resource Group, David Grau. Launching SRG, as a succession and M&A consulting company for independent advisors; David is the nation’s leading consultant on advisor valuation, acquisition, and succession planning for firms with less than $10 million in annual sales.

Who We Are

With the Financial Advisor Success Syndicate (FASS), we have brought together a community of high-performing financial professionals who are dedicated to enhancing both their personal and professional growth. Spearheaded by the industry’s top thought leaders all of whom represent the pinnacle of financial services education and leadership; FASS was created as a dynamic online platform to educate and empower financial advisors on how they can take their practice to new heights. Embrace the path to success alongside a community that is passionate about pushing boundaries, fostering growth, and achieving extraordinary results.
The Power of Knowledge…
Knowledge is in the Process.
In order to succeed, your desire for success should be greater than your fear of failure

About Us

Our Community

Apply for Membership

Contact Us

Sharing
the
Vision

Jon Kuttin

Jon Kuttin, founder and CEO of Kuttin Consulting Group has over 30 years of experience leading a financial advisory practice to over 8B+ assets under management. As a Barron’s Hall of Fame Advisor, he’s dedicated to nurturing leaders, and offering consulting and leadership via Kuttin Consulting Group. With a focus on vision, planning, and results, he shapes profitable businesses and fosters personal growth. Featured in Forbes, Barron’s, and more, Jon’s Financial Advisor Success Syndicate is his way of giving back to peers.

  • Quantum Business Growth
  • Behavioral Change
  • Executive Coaching
  • Profitable CPA Alliances
  • Setting Measurable Goals
  • Practice Reinvention

Sharing
the
Vision

Frank LaRosa

With the overarching goal of being the go-to resource for transitional advisors, Frank founded his firm with a focus on providing strategic advice and solutions to the financial
services industry. His podcast, The Advisor Talk, also offers unfiltered guidance and advice to financial professionals looking to maximize their personal and professional potential.
 

  • Advisor-First Approach
  • Transitional Advisors
  • Financial Consulting Partner
  • Strategic Advice
  • Expert Guidance
  • Unbiased Solutions

Sharing
the
Vision

Anton Anderson

With his talent for training and public speaking, Anton’s goal is to teach business owners and high performers how to maximize their efforts and potential to achieve exceptional results for their clients. His company, Elite Resource Team, teaches Financial Advisors how to truly differentiate themselves by working with CPAs in a proven and efficient system.
 

  • Elite Training
  • CPA Team Based Model
  • Holistic Financial Planning
  • Industry Differentiation
  • Optimizing Performance
  • Maximizing Business Results

Sharing
the
Vision

Jon Randall

As a transformational leader, Jon is passionate about making a positive difference in the financial industry by shifting the mindset of financial advisors to be eXtraordinary. His firm, XFA, hosts events, webinars, and masterminds designed to provide accelerated methods for financial growth and a more profitable practice. In addition to coaching, Jon is a national presenter and published author.
 

  • Premier Coaching
  • Financial Consulting
  • Financial Growth Education
  • Transformational Insight
  • Shifting Mindsets
  • eXtraordinary growth

Sharing
the
Vision

Ray Kelly

Determined to help people reach their potential, Ray offers executive coaching and mentoring to leaders of all levels, with a specialization in conducting a proven breakthrough leadership development training. The purpose of the training is to help individuals and teams in a position of leadership to maximize their performance through original techniques that align thoughts, feelings, and actions with principles, beliefs values, and goals.
 

  • Executive Coaching
  • Leadership Development
  • Keynote Speaking
  • Individual & Group Training
  • Optimizing Performance
  • Maximizing Business Results

Sharing
the
Vision

Tina Beck

With over 25 years of experience in senior-level marketing positions, Tina has specialization in the fields of public relations, media relations, social marketing, copywriting, multimedia campaign development, event management, and specialty promotions. At Elite Consulting Partners, she utilizes her specified marketing skills to assist financial professionals and firms across the country.
  • Digital Marketing
  • Social Media
  • Organic & Paid SEO
  • Financial Consulting Partner
  • Strategic Advice
  • Expert Guidance

Sharing
the
Vision

David Grau

Over the last decade, David has assisted hundreds of advisors and other professional service providers in buying, merging, selling, and crafting their transition plan for
the sale of their business. In addition to consulting, he is an accomplished speaker and published author. Prior to launching SRG, David was a leading M&A consultant and served in the United States Navy.
 

  • Advisor Succession
  • M&A Consulting
  • RIA and IBD Rep Valuation
  • Financial Analysis
  • Business Planning
  • Expert Guidance
Jon Kuttin
Frank LaRosa
Anton Anderson
Jon Randall
Ray Kelly
Tina Beck
David Grau
Creating excellence through process.
In a World of Technology, People Make the Difference

1

Join a FREE, online community for top-tier financial professional

2

Gain access to insight and knowledge from the industry’s elite thought leaders

3

Connect and learn with like-minded individuals to build the practice and life of your
dreams!
Through a dynamic online educational platform, the Financial Advisor Success Syndicate brings together the nation’s leading minds in financial services education and leadership. Get ready to take your practice to the next level with exclusive advice from the top financial leaders in the industry!

“Throughout my more than 25 years of being a top producer in the industry, I realized that if I wanted to build a business designed for growth, I needed to change my focus from “working in the business” to “working on it.” I truly believe that this is what catapulted my career into being what it is today.”

Jon Kuttin

https://www.kuttinconsultinggroup.com/

“My company, Elite Consulting Partners, takes an agonistic approach to how we help advisors transition from on from to another firm or platform. We work with over 100 firms to find the best fit for each individual advisor by not only focusing on their financial needs, but also the most synergistic placement from a business culture and philosophy standpoint.”

Frank LaRosa

https://eliteconsultingpartners.com/

“My passion is in teaching. I teach financial advisors how to grow their businesses by partnering with CPAs using the CPA Team Based Model.”

Anton Anderson

https://www.antonjanderson.com/

“Throughout my decades of working at a large Broker Dealer, my focus on building a “Leaderful Culture” has allowed me to consistently get the absolute most out of my team members.”

Ray Kelly

Wehttps://www.think2perform.com/

“With more than 25 years experience in Senior Level Marketing positions, I have found that my passion is inspiring advisors to look at their businesses in a new light through easily implementable marketing techniques.”

Tina Beck

https://eliteconsultingpartners.com/

“Our team is passionate about helping independent advisors build better, more valuable businesses that are sustainable from one generation of owners to another - which comes from proper and proactive succession planning.”

David Grau

https://www.successionresource.com/

“After spending most of my career as a financial advisor, I found that my true passion is in coaching and helping other advisors grow their businesses.”

Jon Randall

https://www.xfa.coach/

Award Winner – Jon Kuttin was inducted into Barron’s Hall of Fame in 2019. Barron’s Hall of Fame Advisors have been ranked for 10 or more years on one of the following lists: Barron’s Top 100 Financial Advisors, Barron’s Top 100 Women Financial Advisors or Barron’s Top 100 Independent Financial Advisors. Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use.

Award Winner – Barron’s Top 100 Financial Advisors, 2019-2023 – Jon Kuttin.  Award Winner – Barron’s Top 100 Private Wealth Management Teams, 2021-2023 – Kuttin Wealth Management. Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this team’s or advisor’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking or its use.

Award Winner – Forbes Top 250 Wealth Advisors, 2021-2023 – Jon Kuttin.  Award Winner – Forbes Best-in-State Wealth Management Teams, 2023 – Kuttin Wealth Management. The 2023 Forbes Best-in-State Wealth Management Teams and Forbes Top 250 Wealth Advisors lists are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.