Get more episode and subscribe on:

Spotify logo
Amazon music logo
Apple podcasts logo

EP 107: Building a Business Through Acquisitions with Chris Fox

In this episode, Chris Fox of Fox Financial shares how he’s grown his practice by acquiring retiring advisors’ books and guiding clients through meaningful transitions. With over 25 years in the industry, Chris explains why succession opportunities are a powerful growth strategy and how advisors can build long‑term relationships during times of change.

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.

Building a Business Through Acquisitions with Chris Fox

When we talk about succession planning, we often talk about advisors who are retiring or those that are planning on stepping away from their business. But on the other side of that fence are those that are GROWING their business - those that see the opportunity to continue to service those clients when advisors decide it’s time for a change in their life.


One advisor at IPC, Chris Fox, has been building his business through acquiring other advisors’ books as they are retiring. He has seen how valuable it can be to be a rock to clients during a transition and build a long-term relationship with those clients.


Today, Chris is here to talk about how he’s building his business and how other advisors looking to grow can also take advantage of the amazing opportunities that are out there right now.


Chris Fox is the principal of Fox Financial in Edmonton, Alberta. Chris has been in the financial services industry since 1998, when he joined his father in the business. With over 25 years of experience guiding Canadian families and business owners, he specializes in creating personalized wealth management, retirement, and estate strategies that balance long-term growth with financial peace of mind.


Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca


Schedule a virtual coffee with me with the form on this page.


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

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!


Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast/

Grab a virtual coffee with Chris

Would you like to spend 20 minutes with me - virtual coffee in hand – furthering the conversation you heard in any of the podcasts?

Want to be or being a guest on the show?

Fill out the form and let me know!

A thumbnail image of the Turning the Page Podcast

EP 107: Building a Business Through Acquisitions with Chris Fox

0:00
0:00