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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 Sep 30, 2024
Monday Sep 30, 2024
Often on the podcast, I talk about how important your online presence is when it comes to building a successful business. Your potential clients start online to gather information. If you can build trust with a potential client before they even pick up the phone, you’ve won half the battle.
Today we’re talking to someone who has done just that - Patrick Briscoe. He’s using the internet and social tools to build a modern day financial advisory business.
You’re going to learn how he’s done it and how you can start using the same tools for your business today.
Patrick Briscoe is a Financial Planner at Bayswater Wealth Management with IPC. He embarked on his financial advisory career in 2011 after a transformative teaching stint in London, England. Combining his educational expertise and passion for finance, Patrick naturally transitioned into the financial industry upon his return to Canada and quickly established himself as a trusted advisor, helping Canadians from coast to coast plan for and live through retirement.
Patrick Briscoe is also a co-author in the forthcoming books, entitled Financial Success for Pre-Retirees and Financial Success for Retirees.
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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