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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
Friday Dec 16, 2022
Friday Dec 16, 2022
2022 will go down as quite a year, but in the madness of it all, there is opportunity to make 2023 an amazing year!
2022 will go down as quite the year. It truly was a year to remember. IPC Executive Chair Chirs Reynolds believes that most advisors would agree this year we earned our money. Advisors had to deal with inflation, down markets, consumer handholding, increasing interest rates and even more competition.
It’s been a tough year for sure. But as the proverb says “Crises equals opportunity.”
As we wrap up 2022, we also start to look ahead to 2023. Chris believes there are some great opportunities you can take going into the new year. In this episode of the podcast, he shares some of the lessons he’s learned from the podcast this year and where you can find opportunities in the new year.
Would you like to have a chat with Chris? Have a question for him? Would you like to pick his brain? He’d love to have a virtual coffee with you and chat about what you want to accomplish in your business and life in the new year. You can set up a virtual coffee here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Be sure to subscribe to 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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