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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 May 16, 2022
Monday May 16, 2022
Today on ‘Turning the Page… on building a better business’, Chris Reynolds sits down with independent financial advisor and business owner, Jason Pereira. Jason is a recognized writer, commentator, speaker, podcaster, teacher, and expert in the areas of financial planning, practice management and fintech.
Jason is quickly emerging as one of the top financial planners in Canada through his use of technology in wealth management for leverage and efficiency in the growth of his business. Jason is also the host of two podcasts The FinTech Impact and The Financial Planning for the Canadian Business Owners.
In this episode, Jasonand Chris dig into:
- Why the financial plan must be the first thing every advisor starts with
- How the use of technology solutions can give independent advisors way more leverage and scalability to drive operational efficiencies and growth
- Current trends in the industry - both in the US and Canada - and what financial advisors can expect to see in the Canadian marketplace
- And finally, Chris dives into a round of questions about what Jason loves most about his job, his one most memorable client, and what Jason would like to be remembered for.
Listen to the podcast for the full interview.
Join Chris Reynolds and Jason Pereira in Turning the Page… on building a better business.
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