David Dick – Planning for the Certainty of Uncertainty

The Texas Team at Kuttin Wealth Management: Who We Are and What We Do (Ep. 15)

By thecertaintyofuncertainty | July 21, 2022

We believe that people can benefit from getting to know the advisor better before they start working with them.

Hence, we are dedicating this episode to introducing you to the team at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

In this episode, David Dick, financial advisor and managing partner at Kuttin Wealth Management, introduces you to various members of our team (spread across multiple locations throughout the country) while unveiling the value each of them adds to our client experience.

David discusses:

How our ‘diamond approach’ creates a strong support structure for our clients
The roles, qualifications, and strengths of different members of our team
How we adopt a goal-based approach to financial planning
Our seasonal planning model to help clients remain organized and up-to-date with their finances
And more!

Resources:

The Financial Advisory Team at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Connect with David Dick:

Connect with Jonathan Kuttin:

About Our Guest:

David Dick joined Ameriprise in 2004. He became a district manager in 2005 and later became a P1 Field Vice President in 2007. David spent the next three years rebuilding an office in Portland, OR. Then he got an offer to lead a franchise channel for Texas and New Mexico as a P2 Franchise Field Vice President. David did that from 2011 to January 2020. At which point his “lottery ticket hit,” and joined the Kuttin Wealth Management family. David is happier than he has ever been in the financial services industry.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Get To Know Our Beachhead Leader, David Dick (Ep. 14)

By thecertaintyofuncertainty | May 5, 2022

At Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we have our very own “beachheads” to help us develop future teams and expand our reach.

In this episode, you’ll get to know one such beachhead advisor from Texas, David Dick, managing partner at Kuttin Wealth Management. David provides insights into his personal and professional life so that the next time you engage with him, you’ll know him more than just as a financial advisor!

David discusses:

How he found his calling to enter the financial services industry
A brief introduction to his team of professionals and their experience in financial services
His best advice to friends, family, clients, and fellow advisors
The mantra that keeps him motivated in life
And more!

Resources:

About Margaret Capehart
About Rachel Couch
About Gregory Colin Parsons
About Howard Bellet
“How to Win Friends & Influence People” by Dale Carnegie
“The 7 Habits Of Highly Effective People” by Stephen R. Covey