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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 14, 2022
Monday Nov 14, 2022
Financial clients know this might be a scary time for investors. The way to win right now is through communication and reminding them of the basics.
It’s no secret: Investors have nowhere to hide right now. Bonds have had their worst showing going back to the second world war. Volatility in the market. The price of oil. Inflation has not ticked lower. The housing market has not pulled back.
How do financial advisors talk to their clients about these turbulent times?
Joining Chris to share some insights and reminders to share your clients is a well known figure you see all over the TV, Pattie Lovett-Reid!
Pattie Lovett-Reid is a highly respected Canadian financial guru. As CTV News’ former Chief Financial Commentator, Pattie is well experienced in coaching viewers on how to save money, stretch their income, and get the biggest bang for their hard-earned bucks. Pattie joined CTV News after a very successful career with TD Waterhouse Canada Inc., where she served as Senior Vice-President. Lovett-Reid is a Certified Financial Planner and co-author of several national bestselling books.
In this episode, Patti shares a few investment mistakes that investors make. You probably know many of these, but it’s a nice reminder and some great knowledge you can share with your clients in conversations right now.
Follow Patti on Instagram at https://www.instagram.com/pattie_lovettreid
Would you like to have a chat with Chris? Have a question for him? Would you like to pick his brain? Set up a virtual coffee to chat at https://aspect.ipcc.ca/turning-the-page-podcast
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