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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 Jul 22, 2024
Monday Jul 22, 2024
Schedule a complimentary virtual coffee with me and let’s talk about what you and your team are doing to build a high growth advisory business at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Success leaves a trail of crumbs. When others have gone down the path of growth and seen massive expansion in their business, there’s things they all do every single day to get to that point.
Joining me today to talk about the traits of successful financial advisors and to share the five aspects of a high growth advisory business is Chris Venn.
Chris Venn is the Head of Advanced Markets at Financial Horizons and works with growth-minded advisors to help them move directly toward the success they’ve defined. Before starting his own successful businesses, Chris was originally trained by former members of the British SAS to protect some of the wealthiest people in the world, and was an Officer in the Canadian Armed Forces. Today, he brings the mindset, disciplines, perspective and coaching that create real change. Chris has spent the last 18 years working exclusively with high-performing advisors and advisory firms in Canada and the US, and delivers one-of-a-kind programs so advisors can create the success they want.
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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