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Ep05 - The relationship between a positive market environment and the value of advice with James O´Sullivan
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.
James is the President and Chief Executive Officer of IGM Financial Inc.
James holds joint Juris Doctor and Master of Business Administration degrees from Osgoode Hall Law School and Schulich School of Business at York University as well as a Specialized Honours Bachelor of Arts degree in Mathematics from York University.
In this episode, James and Chris dig into:
- Why people who work with advisors do better financially than the people who don’t.
- How technology allows us to have better communication with clients.
- How advisors can plan for succession in a way that works for them and works for their clients.
- And finally, Chris dives into a round of questions with James! What James loves doing, what he would like to be remembered for, and what he considers the best advice he’s ever received in his career.
Listen to the podcast for the full interview that covers those key points and a lot more.
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Ep05 - The relationship between a positive market environment and the value of advice with James O´Sullivan
