You Can't Take It With You

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.

Making Generosity a Foundational Part of Financial Planning With Jamie French

Jamie French is a Wealth Advisor and the Managing Partner at Advent Partners, a financial planning firm focused on helping clients make informed financial decisions to meet their goals. With 18 years of experience in the field, Jamie began his career as a CPA and financial controller before transitioning to financial advising in 2006. He has helped grow the firm by delivering tailored guidance and exceptional service, with a strong dedication to helping clients navigate financial complexity with confidence. In this episode… Generosity is often treated as something to add once everything else is settled, but it can play a central role from the very beginning. When giving becomes a habit rather than an afterthought, how does it change the way we think about security, purpose, and financial planning? Jamie French believes that generosity is not just something financially secure people do later in life; it's a habit that helps create peace and confidence along the way. Drawing from his experience as a financial planner and from watching his parents give freely with their money, time, and home, Jamie explains that generosity works like a muscle — the more you practice it, the more natural it becomes. His perspective reminds us that a strong financial plan is not only about accumulation, but about aligning resources with values that can bless families, churches, and communities. In this episode of You Can't Take it With You, Jim Dunlop is joined by Jamie French, Wealth Advisor and the Managing Partner at Advent Partners, to explore making generosity a foundational part of financial planning. Jamie talks about his generosity origin story, giving as a leap of faith, and helping clients align money with values. He also offers advice on tax-efficient charitable giving.

A Legacy of Generosity Through Daily Actions and Partnerships With Lowell Starling

Lowell Starling is a retired IT executive with more than 40 years of experience, including leadership roles in infrastructure management. He has also served for many years on the client advisory board at Advent Partners, where he's known for his wisdom and valuable perspective. A lifelong learner shaped by strong financial discipline and faith, Lowell lives out generosity through everyday actions, partnerships, and a commitment to giving back. In this episode… It's easy to think generosity is about how much you give. But does the real measure really have anything at all to do with the amount? For Lowell Starling, the key lies in the heart behind the gift. Drawing from decades of lived experience, he explains that generosity begins not with money, but with intention and willingness to act when opportunities arise. What started as disciplined financial giving grew into a broader lifestyle of offering time, hospitality, and encouragement. His perspective reframes generosity as something anyone can practice, regardless of resources. In this episode of You Can't Take it With You, host Jim Dunlop is joined by Lowell Starling to discuss building a legacy of generosity through everyday actions. Lowell shares how financial discipline can support giving, why generosity extends beyond money, and real-life examples of generosity in action. He also shares advice on creating a ripple effect by paying generosity forward.

How Intentional Generosity Can Change Lives With Eric Saunders

Eric Saunders is the Executive Director of New Hope Ministries, a Christian social service agency serving approximately 30,000 people each year across Adams, Cumberland, and York counties in central Pennsylvania. Under his nearly 20 years of leadership, New Hope Ministries has expanded from three to nine locations and has received accolades such as the Central Penn Business Journal's Nonprofit Innovation Award for Eric's leadership and innovation. Eric holds a master's degree in social work from Indiana University and serves on several state and nonprofit boards. In this episode… Generosity is often thought of as an act of giving, but can it be something even deeper, something that transforms both the giver and the receiver? Does the true power of generosity lie not just in the act, but in the way it shapes lives, communities, and the future? For Eric Saunders, a social services leader, generosity is more than just charity; it's a life-changing force that can shift the trajectory of both the giver and the receiver. "Generosity isn't just about giving what you can spare," he explains, "It's about understanding the need and meeting people where they are, with compassion and humility." Eric believes that when we give with true compassion, we don't just change the lives of others — we change our own, creating a ripple effect that can transform entire communities. In this episode of You Can't Take it With You, host Jim Dunlop is joined by Eric Saunders, Executive Director of New Hope Ministries, to discuss how intentional generosity can create lasting change. They explore the importance of meeting immediate needs while empowering long-term solutions, how churches and businesses can work together to address poverty, and the profound impact small acts of generosity can have.

Building Wealth, Purpose, and Meaningful Generosity With Rocky Lalvani

Rocky Lalvani is the Founder of Profit Comes First, a company that helps business owners prioritize profitability and build sustainable wealth. He works with entrepreneurs to simplify their finances, improve cash flow, and ensure they are rewarded for the hard work they put into their businesses. As the host of the Profit Answer Man and The Richer Soul Podcast, he teaches that money is a tool for creating freedom, purpose, and generosity. An immigrant raised in a family that openly discussed money, Rocky dedicates himself to helping others define "enough" and use wealth to make a meaningful impact. In this episode… Success is often measured in dollars, but fulfillment rarely is. So what does it really take to build wealth in a way that also creates purpose and meaningful generosity? According to Rocky Lalvani, a profit strategist and lifelong student of wealth-building, it starts with seeing money as a tool rather than a trophy. Drawing from his upbringing in an immigrant family where money conversations happened around the dinner table, he believes wealth is built slowly, intentionally, and with clarity about what "enough" truly means. When profit is approached with discipline and purpose, it becomes fuel not just for security but for impact. In this episode of You Can't Take it With You, host Jim Dunlop is joined by Rocky Lalvani, Founder of Profit Comes First, to discuss building wealth with intention and generosity. They explore why profit is essential for business owners, how to avoid the trap of consumerism and "never enough," and why giving should empower rather than create dependency. Rocky also shares practical advice on teaching kids to save, spend, and give wisely.