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Ep15 - Why financial advisors must embrace technology to grow, featuring Mike Waller
IPC Advisor Mike Waller joins Chris to discuss how his transition to IPC One has been as a catalyst for growth in his businesses.
Moving his business onto IPC One allowed Mike to increase his operational efficiency and service standards, lower costs for his business and increase the number of clients he can serve effectively.
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.
IPC Advisor, Mike Waller talks to Chris about technology as a catalyst for growth in financial advisory businesses.
A few years ago, Mike moved his business onto ‘IPC One’ - a technology-enabled wealth management platform that has allowed him to increase his operational efficiency and client service standards, lower costs for his business and his clients and increase the number of clients he can serve effectively.
Mike and Chris discuss:
- Why he became a Portfolio Manager-Advisor and transitioned to IPC One
- How technology has allowed him to increase productivity and deliver greater value to clients
- How the IPC One platform allows him to do what he loves most
- The results and impact of this transition on his business and his clients
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Ep15 - Why financial advisors must embrace technology to grow, featuring Mike Waller
