Jonathan Kuttin

How to have honest money conversations with your partner to protect your relationship from financial distress. #finances #relationship

Longevity risk, why it is highly relevant today, and strategies to plan for the financial uncertainty that comes with living a longer life. #life #money

The benefits of involving a third-party professional (such as a financial advisor) in financial conversations with parents. #retirement #aging

You might reach a point in your practice when your excessive client work leaves no room to focus on future business growth and scalability.

Are you ready to take control of your company’s helm? This means focusing less on client work and more on business development as a leader!

Time and again, we face black swan events in the world of finance. They are unpredictable events that can severely impact the financial markets.

Will you need long-term care? Will you need insurance? How will the stock markets behave over the next few years? #insurance

When you WOW your clients with an unforgettable experience, they tell their friends and family about it. #advisors #prospecting

You’ll likely work with your financial advisor for several years, share your personal finances with them, and discuss critical family issues.

Four cornerstones of financial planning can help you build your financial future: Cash reserves, adequate protection, fixed assets, and equity assets.

One of the true hallmarks of a great financial advisor is their ability to influence their clients’ decisions in ways that help them stay on the path