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“If I have seen further, it is by standing upon the shoulders of giants” – Sir Isaac Newton When Chris Reynolds co-founded Investment Planning Counsel in 1996, he set out on a mission to help entrepreneurial financial advisors build better businesses. Since then, he’s remained steadfast in this mission. Chris believes that at the heart of any great business is remarkable client experience: how you meet the needs of your clientele, how you evolve with them as they change and, ultimately, how you leave your clients feeling about you after every single interaction they’ve had with you and your business. A life-long learner, Chris is always learning from the best of the best – from within our industry and from outside. In his podcast, Turning the Page, Chris will bring you the stories, the lessons, and the winning ideas from the people who have made it and from those who are reshaping the future of financial advice.
Episodes
Monday Mar 06, 2023
Monday Mar 06, 2023
They say that the fundamental foundation of any good relationship is communication. One of the cornerstones of every successful advisor that I've ever met has been around the art of communication. They learn how to keep their clients informed, understand what their clients want to hear and make the effort to continuously develop that relationship.
Joining me to talk about all things communication is Kevin Mulhern, the CEO and Co-Founder of Advisor Stream, a platform used by most of the top advisors not only in Canada but in the US and UK. Kevin built Advisor Stream to help advisors and financial firms to leverage digital communications to connect with their current and potential clients. They took the tools available to many bigger firms and made it easy and affordable for any advisor to utilize.
Kevin and Chris talk about not only the importance of communication with your clients, but also Kevin’s entrepreneurial journey and what he would share with advisors as they grow their own business.
I’d love to talk to you more about how you communicate with your clients! What are you doing to make sure they feel seen and heard? Why not have a virtual coffee with me? I’d love to chat with you more about it and how you can accomplish big things in your business in 2023!
Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!
Let’s talk soon!
Chris
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