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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 Nov 25, 2024
Monday Nov 25, 2024
We might be in the financial advice business, but we’re also in the relationship building business. The relationships we build with our clients are the key that build the trust and connection we have with them.
In the high net worth space, building the right relationships with the right professionals can help your clients with their unique needs really can be a huge key to offering a great client experience. One of our advisors, John Klotz, knows this well. John has built a great relationship with our IPC Private Wealth division and relied on them to help build a better relationship with his clients.
John Klotz is the founder of Northwood Financial based in Toronto and has over 20 years of experience in the financial services industry.. He’s a graduate of the University of Toronto (BA) and the Canadian Institute of Financial Planning (Toronto) . He is a member of the Financial Planners Standards Council in Canada and a member of Advocis, formerly the Canadian Association of Insurance and Financial Advisors. He is also President of Northwood Mortgage Life .
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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