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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 Aug 07, 2023
Monday Aug 07, 2023
Over the next two episodes, we’re going to be looking back at some of the moments on the podcast that really offered some great insight and helpful information. Hopefully, you’ll take some of these nuggets and use them to help you really make some big things happen for the remainder of the year!
This week, it’s one of my favorite topics - growing your business through a great client experience.
In today’s competitive landscape, having a remarkable client experience is the biggest key to growing your business. Happy and satisfied clients become loyal fans that remark to their friends and family, spreading positive word-of-mouth and driving that hugely profitable organic growth. No need for ads when your clients become walking billboards for you!
After you hear these great clips, go back and check out the full episodes in your favorite podcast app!
I’d love to talk to you about how you build a great client experience over a virtual coffee! What do you do? Are you looking for new ideas? Let’s chat!
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!
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