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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 Dec 11, 2023
Monday Dec 11, 2023
All great businesses create a community. They create a sense of belonging to something with people who have similar things in common. This is very true in the wealth management business, too. Great advisors create a community with their clients, share ideas and give them a sense of belonging.
There is no better example of this than Renée Rebelo.
During the pandemic, Renée went live on Facebook everyday for 30 days during lockdown. From that, she built a community of followers, gained clients and received a book deal! She shares how she has also built a community around mixing her two passions: travel and financial planning.
Renée F. Rebelo is an award-winning industry leader and recognized as one of the top 50 professionals in her field. As a Financial Motivational Speaker and Leading Financial Strategist, Renée’s passion is to assist people, execute strategies and develop solutions that directly support their financial visions. When Renée’s dad died suddenly at the young age of 42, she watched as her family lost everything and learned the hard way why proper financial planning is so important. This led her into the financial management industry 20 plus years ago. Now as a busy independent mom of two young adults, Renée manages two separate businesses and strives to educate, motivate, and empower people to achieve financial success.
She’s a Certified Financial Planner, Certified Divorce Financial Analyst® Professional and Wealth Advisor, Renée has helped hundreds of people to organize their financial life and live their financial freedom, giving people peace of mind!
What do you do to build community with your clients? Have you learned how to leverage social media to stay connected with them? I’d love to hear your stories and chat over a virtual coffee!
Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast/
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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