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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 Jun 10, 2024
Monday Jun 10, 2024
Schedule a complimentary virtual coffee with me and let’s talk about how you position your business at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
There are thousands of financial advisors and financial institutions vying to earn the business of millions of Canadians. While many people do similar work, it’s so important to know how to make yourself stand out in such a crowded space. This becomes the basis of your brand.
Our guest today is here to help you learn how to position yourself in this crazy and crowded marketplace so that prospective clients know exactly why they should hire you.
David Finley is the Founding Partner and Chief Strategist of Wealth Brand Partners. They’re the expert in the fine art of positioning strategy, helping top wealth advisors further differentiate and maximize relationships with their most valued clients and prospects in today's world.
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’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!
Cheers,
Chris
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