How To Scale Up a Financial Services Firm With Jim Dunlop Managing Partner at Advent Partners скачать в хорошем качестве

How To Scale Up a Financial Services Firm With Jim Dunlop Managing Partner at Advent Partners

Book a Complimentary B2B Podcast Strategy Call: https://rise25.com/bookcall Download our B2B Podcast Strategy & Tools List PDF: https://rise25.com/podcastcheatsheetyt Jim Dunlop is the Founder and Managing Partner at Advent Partners, a Gettysburg, Pennsylvania-based wealth management and financial planning firm. A Certified Financial Partner with over two decades in the financial services industry, Jim has developed a niche focus on helping faith-based clients align their wealth with their values. He is also the host of the podcast You Can’t Take It With You, which explores generosity, legacy planning, and impactful giving. Through Advent Partners, Jim supports clients in making meaningful decisions about their financial futures while planning with purpose. Here’s a glimpse of what you’ll learn: • [0:00] Intro • [1:42] The summer camp job that shaped Jim Dunlop’s work ethic and community values • [4:25] How faith and church involvement influenced Jim’s early leadership • [9:32] Why Jim initially rejected — and later embraced — a career in financial services • [16:22] Jim discusses launching Advent Partners during the pandemic • [20:01] How Jim’s firm transitioned clients remotely during the shutdown • [22:44] What’s behind the decision to stay faith-based in an independent financial practice? • [25:55] What “You Can’t Take It With You” means in client conversations • [34:40] Jim talks about acquiring another firm and expanding capabilities for retirement planning In this episode… Faith-based financial planning can offer a meaningful framework for managing wealth with purpose. As more people accumulate resources, many are asking deeper questions about legacy, generosity, and what happens to their money when they’re gone. How can financial advisors guide clients toward intentional giving and legacy planning? According to Jim Dunlop, a seasoned wealth advisor, legacy planning starts with aligning finances to core values. After years of helping clients navigate wealth decisions, Jim emphasizes the power of generosity — whether it's supporting family, or donating to community causes Sponsor for this episode At https://rise25.com, we help B2B businesses give to and connect to your Dream 200 relationships and partnerships. We help you cultivate amazing relationships in 2 ways: #1 Podcasting #2 Strategic Gifting #1 Our Predictable Podcast ROI Program We’re committed to helping you connect with your Dream 200 referral partners, clients, and strategic partners through our done-for-you podcast solution. We’re a professional podcast production agency that makes creating a podcast effortless. Since 2009, our proven system has helped thousands of B2B businesses build strong relationships with referral partners, clients, and audiences without doing the hard work. What do you need to start a podcast? When you use our proven system, all you need is an idea and a voice. We handle the strategy, production, and distribution — you just need to show up and talk. The Rise25 podcasting solution is designed to help you build a profitable podcast. This requires a specific strategy, and we’ve got that down pat. We focus on making sure you have a direct path to ROI — plus, our podcast production company takes any heavy lifting of production and distribution off your plate. We make distribution easy. We’ll distribute each episode across more than 11 unique channels, including iTunes, Spotify, and Amazon Podcasts. We’ll also create copy for each episode and promote your show across social media. Cofounders Dr. Jeremy Weisz and John Corcoran credit podcasting as being the best thing they have ever done for their businesses. Podcasting connected them with the founders/CEOs of P90x, Atari, Einstein Bagels, Mattel, Rx Bars, YPO, EO, Lending Tree, Freshdesk, and many more. The relationships you form through podcasting run deep. Jeremy and John became business partners through podcasting. They have even gone on family vacations and attended weddings of guests who have been on the podcast. #2 Our Comprehensive Corporate Gifting Program Elevate business relationships with customers, partners, staff, and prospects through gifting. At Rise25, thoughtful and consistent gifting is a key component of staying top of mind and helps build lasting business relationships. Our done-for-you corporate gifting service ensures that your referral partners, prospects, and clients receive personalized touchpoints that enhance your business gifting efforts and provide a refined executive gifting experience. Whether you’re looking to impress key stakeholders or boost client loyalty, our comprehensive approach makes it easy and affordable to create lasting impressions. Get started today and experience the difference a strategic gifting approach can make. You can learn more and watch a video on how it works here: https://rise25.com/giftprogram/ Contact us now at support@rise25.com or message us here: https://rise25.com/contact/