Summary:

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!





Resources:





Bill Cates





About Ray Kelly





About Doug Lennick





Connect with Jake Dunlap:





jacob.d.dunlap@ampf.com





LinkedIn: Jake Dunlap





Connect with Kuttin Consulting Group:





kuttinconsultinggroup.com





LinkedIn: Jonathan Kuttin



* LinkedIn: Joseph Greco



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