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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 27, 2024
Monday May 27, 2024
Schedule a complimentary virtual coffee with me and let’s talk about what’s going on in your business and neighborhood that I should know about! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
There are many news topics that affect the wealth management business. Whether it’s a government policy change or something that happens around the world and everything in between. I have chats with advisors about these stories nearly every single day. And trust me when I say I have a few opinions about them!
This week, I’ll be looking at some of the news stories and policies that are shaping our business and your client’s money.
If there’s something going on in your neighborhood or province that is affecting your business or your client’s money that I might not know about, but would be good for others across the country to know about, let’s talk! Let’s schedule a coffee and chat about it.
Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast
If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!
Cheers,
Chris
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