December 10, 2020
Advisor-Turned-CEO: How a $2.4B Ameriprise Firm Cracked the Growth Code
The Diamond Podcast for Financial AdvisorsAbout this episode
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.