Case Study: How An Advisor Is Growing His Practice Through Acquisitions
Jonathan Kuttin, of Kuttin Wealth Management, has grown to become one of the top Ameriprise advisors, with much of that growth occurring through acquisitions.
So far, Jonathan has acquired twenty practices (and counting). Through the process, Jonathan has worked with many different practice listing and acquisition services. In his experience, he’s come to identify what makes a better transaction and smoother process for both the buyer and the seller. Read more by requesting your download.