Client experience has strengthened advisor development. And this has certainly helped us grow our business – and that’s exactly what we want to help you with this week.

In this episode, Jonathan Kuttin sits down with Jake Dunlap, and together they provide the advice you need to thrive your business as a financial advisor.

From ways you can enhance and retain relationships with your clients to easy ways you can get into the world of referrals, Jake explores everything you need to know so that you too, can expand your business organically.

Jake discusses:

  • Retention, deepening connections, and word of mouth as the three tenants for growth

  • From discovery processes to data gathering and ongoing client-advisor relationships: Kuttin Wealth’s approach to helping advisors expand their practice

  • How goal-based advice and keeping meaningful promises can add value to client relationship retention

  • How establishing systems and processes within your practice can help you organically scale

  • The power of referrals and how to correctly get into the referral-based culture

  • And more!


Connect with Jake Dunlap:

Connect with Kuttin Consulting Group:

About our Guest:

As the President of Kuttin Wealth Management, Jake Dunlap, CRPC® brings over 20 years of experience in Ameriprise and leads the financial operations as well as the recruiting and team development efforts.

Other Links:

This podcast is also posted on under the Professional Development Section

If you want more knowledge about how to start and scale up your business, get educated with the business training that best suits your needs.