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Ep14 - Mastering the art of growing and succeeding a financial advisory business with Diane Groves
Diane and Chris discuss what it takes to build a strong business, groom a successor, and prepare to transition a business.
Diane shares how and why she took a deeply hands-on approach to choosing and preparing her successor and why part of this journey involved preparing clients for her eventual exit and retirement.
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.
This week Chris sits down with Diane Groves, a successful financial advisor who retired just as Covid-19 was becoming a household name across Canada and the world.
Diane and Chris connect on:
- Diane’s trailblazing career as a financial advisor
- How to choose a successor and ensure your team, successor, and clients are all very well prepared for the change
- Why succession plans must continuously be evaluated and adjusted, both for yourself and your successor
As a veteran advisor, Diane also shares her wisdom and approach to building strong client relationships; how to manage a client’s fears and why making each client feel like they are your only client is a winning approach to growing your business.
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Ep14 - Mastering the art of growing and succeeding a financial advisory business with Diane Groves
