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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 09, 2024
Monday Dec 09, 2024
As a generation of advisors start to plan for the next chapter in their life, many often will look at their family as an option of succession planning. Maybe a son or daughter, nephew or niece might want to keep the business going and grow the business in a new direction.
Today, we’re chatting with father-daughter duo Chris Hadjiyianni and Paulina Hadjiyianni of Hadjiyianni Financial in Waterloo, Ontario, who have done just that. They’ve been helping families and professionals manage their finances and achieve their goals for over 40 years.
Chris is a Wealth Advisor and highly experienced professional in the Financial Services industry, with an impressive career spanning over 50 years.
Paulina is an Associate Portfolio Manager dedicated professional who specializes in assisting individuals, families, and business owners in effectively managing their financial matters. Paulina's academic journey led her to earn a Business Honours Degree (BBA) with a specialization in finance from Wilfrid Laurier University.
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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