LEARN FROM THE LEADERS
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.
Who We Are
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
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
- Elite Training
- CPA Team Based Model
- Holistic Financial Planning
- Industry Differentiation
- Optimizing Performance
- Maximizing Business Results
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the
Vision
Jon Randall
- Premier Coaching
- Financial Consulting
- Financial Growth Education
- Transformational Insight
- Shifting Mindsets
- eXtraordinary growth
Sharing
the
Vision
Ray Kelly
- Executive Coaching
- Leadership Development
- Keynote Speaking
- Individual & Group Training
- Optimizing Performance
- Maximizing Business Results
Sharing
the
Vision
Tina Beck
- Digital Marketing
- Social Media
- Organic & Paid SEO
- Financial Consulting Partner
- Strategic Advice
- Expert Guidance
Sharing
the
Vision
David Grau
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
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dreams!
Interview with Anton Anderson, CEO of Elite Resource Team
In 2014, Anton started Elite Resource Team with his trusted business...
Succession Planning: The Secret Sauce to A Smooth Exit Strategy (Ep. 9)
Do you know where your practice is going once you decide to let go...
The Power of Branding Series With Tina Beck, CMO – Elite Consulting Partners
The integral role that marketing and branding efforts play in an...
Making the Ideal Real – Leading people to their best
https://think2perform.libsyn.com/leading-people-to-their-best
Balancing Growth and Profitability: A Key Challenge for Financial Advising Practices
by Jon Randall In the pursuit of success, financial advising...
Playing the Long Game with Scott Curtis
Legacy achievement and a place of presence in financial services is...
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.