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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 Oct 30, 2023
Monday Oct 30, 2023
We’re very lucky people in Canada. We get to help amazing clients succeed with their financial goals while growing a successful business of our own, which gives us such a great, blessed life. But as Spiderman says, "With great power comes great responsibility.”
As we grow our business, it’s important to be responsible and give back to the community that we work in.
Philanthropy is very important to me and IPC. So much so that every November (up to the time of the pandemic), a team of staff and IPC Advisors make time to travel to Honduras to give back with our time, energy, and financial support to improve their living conditions and lives.
Today I want to talk about how business professionals can give back to the community that they serve and how getting your clients involved can be a win-win for all.
Joining me to talk about it is a member of our IPC family who, for many years now, has been helping us with our trips to Honduras, Steve Fox.
Steve Fox has more than 30 years of experience as an independent financial planner. He enjoys having the opportunity to make a real difference in their clients’ lives and to help them achieve their wealth and lifestyle goals. Steve’s highly personalized approach in working with his clients ensures enduring relationships. He and his son, Mike work as a team, along with the support of Karen, Deanna and Victoria to provide a wonderful experience for their clients in Windsor, Ontario.
What do you do to give back to your community or others around the world? Do you get your clients involved? I’d love to talk with you about it over a virtual coffee! You can schedule a time with me at 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!
Chris
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