How To Scale Up a Financial Services Firm With Jim Dunlop

Jim Dunlop is the Founder and Managing Partner at Advent Partners, a financial planning organization focused on helping clients make informed decisions for their futures. The firm is committed to simplifying the financial planning process and providing tools that enhance knowledge and understanding, enabling clients to make sound financial decisions. Jim started his career as a financial advisor in 2003 and acquired his Certified Financial Planning credentials in 2009. Under his leadership, Advent Partners has become a trusted partner for many, navigating the complexities of financial planning from funding college to debt management, investments, and family protection. 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, donating to community causes, or creating lasting impact through charitable giving. Through his firm and podcast, he encourages clients to plan wisely and give meaningfully, even before the end of life. On this episode of You Can't Take it With You, Jim Dunlop joins John Corcoran of Rise25 for a conversation about scaling a financial practice during a crisis, building a faith-aligned client base, and why generous clients often experience the most joy. Jim also shares insights on merging firms, planning with purpose, and the story behind this podcast.