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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
Sunday Dec 10, 2023
Sunday Dec 10, 2023
Doom and gloom! Everywhere you look in the news, there’s a reason to worry. Yes, there’s some serious things going on in parts of the world that can affect everyone. But how much of what we read about is really doom and gloom?
Today, we’re talking about the hot button topics in the economy that you and your clients could be talking about - and whether it’s something you, or they, should be worried about.
Joining me to talk about the hot topics is a previous guest who deals with high net worth clients every single day, Simon Bowers.
Simon joined IPC in 2022 after a 20 year stint at a Investment Counseling firm where he was both Head of Retail Trading and a Vice-President & Portfolio Manager. Simon’s portfolio management responsibilities included both a High Net Worth SMA for client accounts as well as the firm’s largest fixed income fund. Before then he worked at an independent brokerage firm in trading & trade support and at one of Canada’s largest insurers supporting their demutualization.
Simon holds the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FSCI). He holds the Certified International Wealth Manager (CIWM) from the Association of International Wealth Management, as well as the Responsible Investment Advisor Certification (RIAC) from RI Canada, and the Certified Executor’s Advisor credential from CICEA.
What are you talking about with your clients? How are you handling these important topics and conversations with them? I’d love to hear your stories and chat over a virtual coffee! 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!
Chris
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