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Ep 65 - New Advisors Have an Amazing Opportunity to Grow a Business in Today’s Internet World with Dan Nolan
Are you an advisor looking to expand your business, and secure a smooth succession plan for the future?
Look no further, as Dan Nolan, VP, IPC Pinnacle Advisor Growth and Development, shares his experience successfully managing his own business and refining the next generation of financial advisors at IPC.
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 talks to IPC Pinnacle's Dan Nolan about his three decades of experience in the financial space and the importance of succession planning.
One of the things I love the most is watching fellow entrepreneurs build a great business within our organization that changes not only their life but lives of their clients.
One of those success stories is our Dan Nolan. Dan has been a professional financial advisor in Ottawa since 1992. He was on the show back in August 2022 where we discussed how to have tough conversations with your clients in a market downturn and how to show them the opportunities in those moments.
Since then, Dan has transitioned out of his business and is now the Vice President, Corporate Growth & Development for IPC. He’s one of the leaders inside our Pinnacle program and helping to grow the next generation of financial advisors!
Dan’s here today to talk about his own journey as a financial advisor, how he built and executed his succession plan and how he’s using those 30+ years of experience to help shape the next generation of advisors.
Schedule a virtual coffee with me using the form on the right.
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Ep 65 - New Advisors Have an Amazing Opportunity to Grow a Business in Today’s Internet World with Dan Nolan
