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.
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
Connect with Jake Dunlap:
Connect with Kuttin Consulting Group:
- LinkedIn: Joseph Greco
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.
This podcast is also posted on Findcourses.com 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.
Jon Kuttin is a Barron’s Hall of Fame Advisor with 25+ years of experience leading and growing a financial advisory practice. Driven by a mission to build leaders and give back to the financial services industry, Jon launched Kuttin Consulting Group to provide training and consulting services from seasoned practitioners. Jon is skilled at building companies, M&A, leadership, Professional Alliances, Recruiting, and other growth oriented activities. He regular speaks and contributes articles and has been featured in a number of publications including Financial Advisor Magazine. In addition to serving as CEO of Kuttin Consulting Group, Jon serves as a partner in Haydenrock Solutions, a consulting firm helping CPAs build 21st century practices.