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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
Thursday Apr 28, 2022
Thursday Apr 28, 2022
Today on ‘Turning the page… on building a better business’ Chris sits down with Thie Convery, Wealth Advisor at Convery Wealth with IPC Securities Corporation.
For over 30 years, Thie has built a formidable advisory business - growing over time to serve a niche audience with niche strategies. Through planning and advice, she helps her clients to actively live, enjoy and experience life.
Thie is also the author of Wealth Solutions for Life®,– The 7 Questions You Must Ask Before You Hire a Financial Advisor and a co-author of Success Today: Common Sense but Uncommon Knowledge from Today's Leading Entrepreneurs and Professionals to Help You Lead an Extraordinary Life of Health, Wealth and Success.
Thie and our host Chris dig into:
✅ Why starting your business by default, then falling in love with it, is a valid choice.
✅ Why a mission goes beyond a statement - and can be deeply personal.
✅ How entrepreneurial advisors can become great marketers - Thie shares her contrarian approach
✅ How to find your focus and grow your business as an entrepreneurial advisor
Chris offers one takeaway for entrepreneurial advisors in this edition, along with questions to ask yourself to define your niche.
Listen to the podcast for more.
Join Chris Reynolds and Thie Convery in turning the page on building a better business.
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