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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 Oct 03, 2022
Monday Oct 03, 2022
This week Chris sits down with Diane Groves, a successful financial advisor who retired just as Covid-19 was becoming a household name across Canada and the world. Diane and Chris discuss what it takes to build a strong business, groom a successor, and prepare to transition a business. Diane shares how and why she took a deeply hands-on approach to choosing and preparing her successor and why part of this journey involved preparing clients for her eventual exit and retirement.
Diane and Chris connect on:
📝 Diane’s trailblazing career as a financial advisor📝 How to choose a successor and ensure your team, successor, and clients are all very well prepared for the change📝 Why succession plans must continuously be evaluated and adjusted, both for yourself and your successor
As a veteran advisor, Diane also shares her wisdom and approach to building strong client relationships; how to manage a client’s fears and why making each client feel like they are your only client is a winning approach to growing your business.
There’s a lot to glean from this episode regardless of where you are in the growth and succession plans for your business.
If you’re enjoying the show or have feedback, share your comments with Chris on LinkedIn , subscribe to the show, and leave us a rating.
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