Advisor-Turned-CEO: How a $2.4B Ameriprise Firm Cracked the Growth Code

from The Diamond Podcast for Financial Advisors

Jon Kuttin reveals how he built a $2.4B independent practice on the Ameriprise Financial platform—a strategy that includes a unique referral engine, the decision to transition from a client-facing advisor to CEO, plus great mentors and hard work.

Episode metadata supplied by the publisher feed · Published Dec 10, 2020

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Advisor-Turned-CEO: How a $2.4B Ameriprise Firm Cracked the Growth Code

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