When it comes to building a successful wealth advisory business, most advisors have the planning and one-on-one relationship side down pat. But what they’re often missing is the business know-how and the ability to systematically build a great client experience. Today’s guest has not only done this as a successful advisor himself; he’s also dedicated his career to helping other advisors build better businesses.
Chris Reynolds is the Co-Founder, President, and CEO of Investment Planning Counsel. With over 25 years of experience in the business, he uses his knowledge and skills to work one-on-one time with advisors, helping them improve their businesses. Under his leadership, IPC has become one of the fastest-growing wealth management companies in Canada.
Listen to today’s episode to learn from Chris about what advisors can learn from Disney, simple steps that can make a big difference in your business growth, and new opportunities in the sudden money segment.
What You’ll Learn in This Episode:
Links and Resources:
Quotes by Chris:
“Well, my personal view is wealth management and financial planning is one of the most critical services that can be provided to consumers.”
“What makes a business great is the experience a client has with that business.”
“You’re supposed to give great advice to clients, but if you can combine that great advice with a great experience, that’s what puts you ahead of everyone else.”
Chris has spent a lot of time figuring out how Canada’s best financial advisors ‒ and indeed, the world’s top companies ‒ set themselves apart. At IPC, he has developed systematized processes to help advisors grow their business by creating an unbeatable client experience.
Below, we’re sharing three key ideas from the show:
