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Ep 57 - How Trends Impact Wealth Management: A Quarterly Review
How do you stay on top of news without feeling overwhelmed? Is there a voice that you can trust to filter out the noise and keep you updated?
Chris rounds up the important news stories and policies influencing your business while sharing his outlook for the same.
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.
Chris provides an update on the news affecting the wealth management industry.
There are many news topics that affect the wealth management business. Whether it’s a government policy change or something that happens around the world and everything in between. I have chats with advisors about these stories nearly every single day. And trust me when I say I have a few opinions about them!
This week, I’ll be looking at some of the news stories and policies that are shaping our business and your client’s money.
If there’s something going on in your neighborhood or province that is affecting your business or your client’s money that I might not know about, but would be good for others across the country to know about, let’s talk! Let’s schedule a coffee and chat about it.
Schedule a virtual coffee with me using the form on the right.
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Ep 57 - How Trends Impact Wealth Management: A Quarterly Review
