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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 Feb 20, 2023
Monday Feb 20, 2023
Clients are looking to not only grow their portfolio but to be able to change the world with their investments. Sustainable investing is the key to making that happen.
Chris had a great conversation with one of IPC’s very own Sonia LeRoy, Senior Wealth Advisor, who has a very unique approach to the Canadian investment landscape. She puts a strong emphasis and brings her own philosophy on responsible investing within business and communicates it with her clients. Today’s podcast focuses on the why of sustainable investing. We dig into how it’s a powerful way to build stronger relationships with your clients but also how it can help them grow their portfolio.
Chris would love to talk to you more about sustainable investing! Are you having these conversations with your clients? Why not have a virtual coffee with him? He’d love to chat with you more about it and how you can accomplish big things in your business in 2023!
Set up a virtual coffee here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
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