11.7K
Downloads
74
Episodes
“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 Jun 26, 2023
Monday Jun 26, 2023
Everyday, I speak to advisors that are thinking about bringing their family members or relatives into the business. Why not? It’s a noble profession, it helps people, and deals with a very interesting topic that is ever changing. Plus, it provides financial and time freedom.
But those bringing in family members are also looking at their longer succession plans and see these family members as a possible successor.
But is it that simple? Like everything, there’s a lot more to it.
Succession planning is a journey. Today we’re talking with Sonia LeRoy and two of her family members that have joined her business, her nephew Adrian LeRoy and her daughter Rowan Hughes on how they’re doing it and how it has worked for them.
Sonia LeRoy is a Senior Wealth Advisor, who has a very unique approach to the Canadian investment landscape. She puts a strong emphasis and brings her own philosophy on responsible investing within business and communicates it with her clients. Sonia’s primary goal is to provide solutions to affluent Canadians in order to achieve complex and challenging financial objectives. With over 30 years of investment and advanced financial training experience, Sonia and her team provide innovative financial solutions.
As the Wealth Advisor of LeRoy Wealth Management Group- IPC Securities Corporation, Adrian LeRoy leads individuals and families to achieve financial peace of mind and deliver innovative management solutions that align their money with their life values. Adrian is the 2023 Wealth Professionals (WP) Excellence Awardee in the category of Young Advisor of the Year. This award recognizes exceptional success in the financial industry for wealth advisors 40 and under throughout Canada.
Rowan Hughes is an administrative assistant and aspiring financial planner, as well as certified responsible investment specialist Rowan directs the LeRoy Wealth Management Group’s communications plan. She curates environmental, social, and governance and impact Responsible Investing learning material for the team and their clients.
What are YOUR plans for succession planning? What struggles do you have with it? I’d love to chat with YOU and learn more about you and your business. Why not set up a virtual coffee with me so we can chat about how you can accomplish big things in your business!
Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
If you loved this episode, we’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!
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.