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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 Aug 21, 2023
Monday Aug 21, 2023
I still find it amazing that business owners build this incredible business, serving clients who rely on them to create wealth for their families and yet over 80% don’t have a defined succession plan of their own.
It’s a topic that I talk to advisors about every single week!
As the average age of financial advisors continues to grow, looking at the future is even more important. How can you pass on your business, your legacy and build a life of retirement you love?
You help your clients prepare, now it’s time for you to use that leverage of a great business for your future!
This week on the podcast, we look back at some recent episodes where we explore succession planning with some amazing guests. After you hear these great clips, go back and check out the full episodes in your favorite podcast app!
Do YOU have a succession plan set up? I’d love to talk about it over a virtual coffee! Let’s chat! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!
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