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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 17, 2022
Monday Oct 17, 2022
IPC Advisor, Mike Waller talks to Chris about technology as a catalyst for growth in financial advisory businesses. A few years ago, Mike moved his business onto ‘IPC One’ - a technology-enabled wealth management platform that has allowed him to increase his operational efficiency and client service standards, lower costs for his business and his clients and increase the number of clients he can serve effectively.
Mike and Chris discuss:
📝Why he became a Portfolio Manager-Advisor and transitioned to IPC One📝How technology has allowed him to increase productivity and deliver greater value to clients📝How the platform allows him to do what he loves most📝The results and impact of this transition on his business and his clients
Tune in for the full discussion.
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