Ep02 - Building a laser-focused financial advisory business with Thie Convery
Chris Reynolds, Executive Chair and co-founder of Investment Planning Counsel, is turning the page on what it means to build a better business.
Tune in to conversations with visionaries and financial advisors who have walked the path to success for ideas you can implement today.
Focus for Entrepreneurial Growth
For over 30 years, Thie has built a formidable advisory business - growing over time to serve a niche audience with niche strategies. Through planning and advice, she helps her clients to actively live, enjoy and experience life.
Thie is also the author of Wealth Solutions for Life®,– The 7 Questions You Must Ask Before You Hire a Financial Advisor and a co-author of Success Today: Common Sense but Uncommon Knowledge from Today's Leading Entrepreneurs and Professionals to Help You Lead an Extraordinary Life of Health, Wealth and Success.
Thie and our host Chris dig into:
✅ Why starting your business by default, then falling in love with it, is a valid choice.
✅ Why a mission goes beyond a statement - and can be deeply personal.
✅ How entrepreneurial advisors can become great marketers - Thie shares her contrarian approach
✅ How to find your focus and grow your business as an entrepreneurial advisor
Chris offers one takeaway for entrepreneurial advisors in this edition, along with questions to ask yourself to define your niche.
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Ep02 - Building a laser-focused financial advisory business with Thie Convery