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Turning the Page

Business

Activity Overview

Episode publication activity over the past year

Episodes

Showing 1-100 of 103
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EP: 103 Turning Your Clients into Raving Fans and Referral Machines: It’s the Little Things That Count

16 Mar 2026

Contributed by Lukas

Before you recommend a service, a restaurant, a hotel, a professional to someone you know, what has to happen before you’d be willing to do that? I ...

EP 102: Buying and Selling Financial Advisory Businesses with Tom de Larzac from Care Lending Group

02 Mar 2026

Contributed by Lukas

For many advisors, growth is usually through one path: gathering assets one client at a time. But increasingly, the fastest—and often smartest—pat...

EP 101: Engaging Underserved and Shifting Markets in Wealth Management with Marissa Teeter

16 Feb 2026

Contributed by Lukas

There is a shift happening in wealth. Recently at one of our seminars, a speaker asked “Who do you think controls the decision making on most of the...

EP 100: The Power of Healthy Tension with Tim Arnold

02 Feb 2026

Contributed by Lukas

Tension and problems are just human nature - we will come across it in our business with our clients and even with members of our team. And over the l...

EP 99: Getting More Done Without Burning Out: The Power of Flow State with Gaby Mengstab

19 Jan 2026

Contributed by Lukas

As an entrepreneur, it can feel like there’s a million things going on at one time that we must deal with. Client calls, paperwork, compliance, work...

EP 98: Hot Topics for High Net Worth Clients in 2026 with IPC’s Simon Bowers

05 Jan 2026

Contributed by Lukas

EP 98: Hot Topics for High Net Worth Clients in 2026 with IPC’s Simon Bowers   Welcome to 2026 and a brand New Year! A clean slate full of possibil...

EP 97: Chris Reynolds Looks Back at 2025 and Gives You The Playbook to Succeed in 2026

15 Dec 2025

Contributed by Lukas

As we start to wrap up and put a bow on 2025, I’m taking a look back at everything that happened in the wealth management world in 2025 and giving y...

EP 96: Finding the Good News in Everything with Chris Snyder

08 Dec 2025

Contributed by Lukas

Let’s be honest: it’s been a bit of a crazy year. As we head into the holiday season, you’re happy to be able to take a minute, take a breath an...

EP 95: How Charitable Giving Can Be a Powerful Business Strategy with Charitable Impact’s John Bromley

24 Nov 2025

Contributed by Lukas

We all try to give back to the community that we serve. I’ve talked about how advisors within IPC give back not only to communities in Canada but ar...

EP 94: How to Manage Your Emotions in Business and Succession Planning with Liz Doyle Harmer

10 Nov 2025

Contributed by Lukas

Our business isn’t just about spreadsheets, numbers and documents—it’s about people. And yet, as financial advisors, we’re often trained to le...

EP 93: Creating Client Experiences That WOW Your Clients with IPC’s Alex Safarova

27 Oct 2025

Contributed by Lukas

I’ve said it before and I’ll say it again - there’s no better way to build a business, especially in the wealth management space - than through ...

EP 92: Bringing Humanity into Negotiations with Fotini Iconomopoulos

14 Oct 2025

Contributed by Lukas

Negotiations happen every single day in our lives. Whether we’re dealing with a major business opportunity or just trying to change lanes on the 401...

EP 91: Recent Survey Findings Amongst Advisors and Investors on Succession Planning with IPC’s John Novachis

29 Sep 2025

Contributed by Lukas

Earlier this year, IPC conducted a survey of Canadian Advisors & Investors to learn more about how they think and feel about succession planning. ...

EP 90: The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom

15 Sep 2025

Contributed by Lukas

The day is finally here! My new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom” is out!    For 30 years, I h...

EP 89: Understanding Alternative Investments and Fintech with Sagard CEO Paul Desmarais III

08 Sep 2025

Contributed by Lukas

Welcome to our fourth season of Turning the Page!    Over the course of the show, we’ve talked about new kinds of alternative investment strategie...

EP 88: Chris Shares The 10 Lessons He’s Learned Over His 30+ Year Career

04 Aug 2025

Contributed by Lukas

I’ve been in business for over 30 years now and over those 30 years, you learn a few things! I’ve learned not only what to do, but also what NOT t...

EP 87: Executing a Successful Succession Plan While Keeping It in the Family with Ken and Ryan White

21 Jul 2025

Contributed by Lukas

Many advisors would love to keep their business in the family. They’ve spent years growing it and now maybe a son or daughter would love to take ove...

EP 86: How ClearEstate Helps Advisors and Their Clients with Estate Planning with Devon Miller

07 Jul 2025

Contributed by Lukas

Estate planning should be integrated into every wealth advisor’s planning process.   One of the new technology tools that has been developed to hel...

EP 85: Reimagining the Estate Planning Process with Modern Technology with ClearEstate CEO Davide Pisanu

23 Jun 2025

Contributed by Lukas

A lawyer. A McKinsey consultant. A Cirque du Soleil executive. And now, the co-founder of a company that is reimagining one of the most complex and em...

EP 84: How Advisors Can Create Authentic Content to Grow their Business with Matt Haze

09 Jun 2025

Contributed by Lukas

Think you need a podcast, but not sure what to say into the mic? Want to post on social media, but not sure what to say?   In this episode, Chris fli...

EP 83: From Client Experiences to Succession Planning: Chris Reynolds Answers the Most Asked Questions From Advisors

26 May 2025

Contributed by Lukas

Every day, I speak with financial advisors all across Canada and from around the world. I love helping people take their business to the next level. T...

EP 82: What Advisors Get Wrong About the Digital Client Experience with AdvisorFlow’s Brandon Chapman

12 May 2025

Contributed by Lukas

This episode is all about what happens when a financial advisor decides "there's got to be a better way"—and then builds it. Brandon Chapman, Founde...

EP 81: Harnessing The Law of Zero for Entrepreneurial Clarity and Growth with Chad Hardy

28 Apr 2025

Contributed by Lukas

Today on the show, Chad Hardy—a man who went from getting excommunicated by the Mormon church for creating a controversial calendar (yep, that happe...

EP 80: Why Women Pay More: The Truth About the Pink Tax with Janine Rogan

14 Apr 2025

Contributed by Lukas

In this episode, we sit down with Janine Rogan, a financial expert and author passionate about empowering individuals—especially women—to build we...

EP 79: Managing Portfolios and Investor Behavior in a Complex Economy with Felipe Toews

31 Mar 2025

Contributed by Lukas

In this episode, we dive into the fascinating world of behavioral finance with Felipe Toews, CEO and Portfolio Manager of Toews Asset Management and c...

EP 78: From Frustration to Loyalty: How a Hotel’s Response to a Mistake Turned Chris Into a Loyal Fan

17 Mar 2025

Contributed by Lukas

Exceptional customer service isn’t about avoiding mistakes—it’s about how you handle them when they happen. In this episode, we explore the powe...

EP 77: Optimizing Your Performance with Lessons Learned from Sport with Ben Sporer

03 Mar 2025

Contributed by Lukas

There is magic that can be found when you take the time to learn how successful people make things happen in other industries and endeavors besides yo...

EP 76: Building a Successful Business by Solving a Problem with Entrepreneur Mike Fata

17 Feb 2025

Contributed by Lukas

Some of the most successful entrepreneurs are, by nature, problem solvers. They see a problem in the world, go out and find a solution and then build ...

EP 75: Dr. Tom Deans Shares How NOT Having a Succession Plan is Like Gambling at the Casino

03 Feb 2025

Contributed by Lukas

You’ve heard me talk often about the importance of succession planning and how it is irresponsible for any business owner not to address this subjec...

EP 74: What Ultra Athletes Can Teach Us to Become Ultra Entrepreneurs with Ray Zahab

20 Jan 2025

Contributed by Lukas

There’s a lot we can learn from world class athletes that we can implement into our lives to make our big quest happen.     Here to talk about th...

EP 73: Sandro Forte Shares How He Built a Top Financial Advisory Firm Through a Great Client Experience

06 Jan 2025

Contributed by Lukas

Welcome to 2025! Now that we’re past the holidays and into the new year, it’s time to think about what you want to accomplish this year. Deciding ...

EP 72: How to Make 2025 Your Best Year Yet with Lessons from Chris Reynolds

23 Dec 2024

Contributed by Lukas

Can you believe it’s the end of the year already?! 2024 was quite a year, both personally and professionally. Today, I’m taking a look back at the...

EP 71: How Chris Hadjiyianni and Paulina Hadjiyianni Doubled Their Business as a Family Partnership

09 Dec 2024

Contributed by Lukas

As a generation of advisors start to plan for the next chapter in their life, many often will look at their family as an option of succession planning...

EP 70: How to Build Great Client Relationships with John Klotz

25 Nov 2024

Contributed by Lukas

We might be in the financial advice business, but we’re also in the relationship building business. The relationships we build with our clients are ...

EP 69: Turn Your 2025 Ideas into Action with Gregg Brown

11 Nov 2024

Contributed by Lukas

It’s crazy to think we’re already talking about 2025, but here we are! As we start to wrap up the year, we start to look back at what we accomplis...

EP 68: The Psychology of Financial Planning with Dr. Meghaan Lurtz

28 Oct 2024

Contributed by Lukas

Even though our business is about dollars and cents, when it’s all said and done, working in the financial advice industry is about the people, our ...

EP 67: The Three Books That Changed the Way Chris Reynolds Thinks

14 Oct 2024

Contributed by Lukas

I have used the phrase “I have seen more because I have stood on the shoulders of giants” many times on this podcast. The giants that I have stood...

EP 66: How Your Web Presence is the Key to Building a Business with Patrick Briscoe

30 Sep 2024

Contributed by Lukas

Often on the podcast, I talk about how important your online presence is when it comes to building a successful business. Your potential clients start...

EP 65: New Advisors Have an Amazing Opportunity to Grow a Business in Today’s Internet World with Dan Nolan

16 Sep 2024

Contributed by Lukas

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...

EP 64: Four Lessons From Steve Jobs That You Can Implement into Your Business Today

02 Sep 2024

Contributed by Lukas

I believe that every entrepreneur needs a hero that they follow and learn from. For me, that hero is Steve Jobs. I’ll share with you the four lesson...

EP63: Are You Pete’s Donuts or Tim Hortons?

19 Aug 2024

Contributed by Lukas

Schedule a complimentary virtual coffee with me and let’s talk! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris     Is your b...

EP62: The Role Financial Advisors Play in the Lives of Senior Clients with Laura Tamblyn Watts

05 Aug 2024

Contributed by Lukas

Schedule a complimentary virtual coffee with me and let’s talk about how you and your team serve the growing senior population in Canada! https://as...

EP61: The Five Aspects of a High Growth Advisory Business with Chris Venn

22 Jul 2024

Contributed by Lukas

Schedule a complimentary virtual coffee with me and let’s talk about what you and your team are doing to build a high growth advisory business at ht...

EP60: The One Piece of Advice I Received That Shaped My Life Forever

08 Jul 2024

Contributed by Lukas

Schedule a complimentary virtual coffee with me and let’s talk! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris    When I was ...

EP59: How Technology is Changing Estate Planning with wealth.com’s Danny Lohrfink

24 Jun 2024

Contributed by Lukas

Schedule a complimentary virtual coffee with me and let’s talk about what technology tools you’re using at https://aspect.ipcc.ca/turning-the-page...

EP58: How Positioning Can Help You Stand Out in the Crowd with David Finley

10 Jun 2024

Contributed by Lukas

Schedule a complimentary virtual coffee with me and let’s talk about how you position your business at https://aspect.ipcc.ca/turning-the-page-podca...

EP57: How Trends Impact Wealth Management: A Quarterly Review

27 May 2024

Contributed by Lukas

Schedule a complimentary virtual coffee with me and let’s talk about what’s going on in your business and neighborhood that I should know about! h...

EP56: Creating Moments of Delight for Your Clients with Nat Korol

13 May 2024

Contributed by Lukas

Schedule a complimentary virtual coffee with me and let’s talk about how you create moments of delight for your clients in your business! https://as...

EP55: How A.I. is Reshaping the Wealth Management Industry with Conquest Planning's Brad Joudrie

29 Apr 2024

Contributed by Lukas

Schedule a complimentary virtual coffee with me and let’s talk about how you’re using A.I. and technology in your business! https://aspect.ipcc.ca...

EP54: Successfully Completing Your Succession Plan with Ron Harvey

15 Apr 2024

Contributed by Lukas

Schedule a complimentary virtual coffee with me and let’s talk about how you cater to high net worth investors! https://aspect.ipcc.ca/turning-the-p...

EP53: Building a Family Office-Type Business for High Net Worth Investors with Dean Trudeau

01 Apr 2024

Contributed by Lukas

Schedule a complimentary virtual coffee with me and let’s talk about how you cater to high net worth investors! https://aspect.ipcc.ca/turning-the-p...

EP52 - What I Learned from Five Star Hotels and and How to Offer Five Star Service in Your Business

18 Mar 2024

Contributed by Lukas

Schedule a complimentary virtual coffee with me and let’s talk about how you offer five star service in your own business! https://aspect.ipcc.ca/tu...

EP51 - Learning About the Canadian Investment Regulatory Organization with CEO Andrew J. Kriegler

04 Mar 2024

Contributed by Lukas

Schedule a complimentary virtual coffee with me and let’s talk about how I can help you grow your business! https://aspect.ipcc.ca/turning-the-page-...

EP50 - Building Resilience through Adversity with Peace by Chocolate Founder Tareq Hadhad

19 Feb 2024

Contributed by Lukas

Schedule a complimentary virtual coffee with me and let’s talk about how I can help you grow your business! https://aspect.ipcc.ca/turning-the-page-...

EP49 - There’s More than One Way to Prepare for the Succession of Your Business with John Novachis

05 Feb 2024

Contributed by Lukas

Do you have questions about your succession plan? If so, let’s chat! Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-po...

EP48 - Learning About the Office of the Investor with CIRO’s Karen McGuinness

22 Jan 2024

Contributed by Lukas

Although all of us wished we lived in a world where everyone played fair, we know there’s no such place.  In every industry, there are regulators t...

EP47 - Turn Strategy into Action with Keita Demming

08 Jan 2024

Contributed by Lukas

It’s a new year! The next 12 months are a blank canvas that we can turn into something amazing for our business and in life. They call it a New Year...

EP46 - A Look Back at 2023 and Three Things to Do in the New Year to Succeed

18 Dec 2023

Contributed by Lukas

What a year 2023 was! I’ve decided to call it “the year of overcoming obstacles.”   There is an old proverb that says “may you live in intere...

EP45 - Growing Your Business by Growing Your Community with Renée Rebelo

11 Dec 2023

Contributed by Lukas

All great businesses create a community. They create a sense of belonging to something with people who have similar things in common.  This is very t...

EP44 - What Are You Worried About? Talking Hot Button Topics with Simon Bowers

10 Dec 2023

Contributed by Lukas

Doom and gloom! Everywhere you look in the news, there’s a reason to worry. Yes, there’s some serious things going on in parts of the world that c...

EP43 - How to Talk About Grief in Business and Life with Dina Bell-Laroche

13 Nov 2023

Contributed by Lukas

When we start a business, there’s so much we must learn. Everything from creating the long-term vision to the day-to-day tasks needed to keep things...

EP42 - The Importance of Philanthropy and Community Giving with Steve Fox

30 Oct 2023

Contributed by Lukas

We’re very lucky people in Canada. We get to help amazing clients succeed with their financial goals while growing a successful business of our own,...

EP41 - How to Scale a Business: The Pike Place Story

16 Oct 2023

Contributed by Lukas

One of my favorite books is “The E-Myth” by Michael Gerber. In the book Michael talks about the difference between a practitioner verses an entrep...

EP40 - What Walt Disney World Can Teach Us About a Great Client Experience with Dennis Snow

02 Oct 2023

Contributed by Lukas

When you think of companies that truly deliver great client experiences, which ones come to mind?   There are some brands out there that take the cli...

EP39 - Regulatory Changes that Advisors Need to Know Right Now with Harold Geller

18 Sep 2023

Contributed by Lukas

Imagine a scenario where you are building a successful, growing business and then BAM – the market tanks, a client goes to the regulators and tells ...

EP38 - Six Things Arnold Schwarzenegger Can Teach You About Business and Life

04 Sep 2023

Contributed by Lukas

The other day, I was combing Netflix for something to watch and ran across the Arnold Schwarzenegger documentary.  As a lark, I started to watch it. ...

EP37 - BEST OF: Succession Planning

21 Aug 2023

Contributed by Lukas

I still find it amazing that business owners build this incredible business, serving clients who rely on them to create wealth for their families and ...

EP36 - BEST OF: Growing Your Business Through a Great Client Experience

07 Aug 2023

Contributed by Lukas

Over the next two episodes, we’re going to be looking back at some of the moments on the podcast that really offered some great insight and helpful ...

EP35 - Administrative and Operational Excellence for Advisors with Lorraine Nolan

24 Jul 2023

Contributed by Lukas

Early in my career, I did a program called Disney University, which looked at how Disney runs their companies and parks. They teach you about the fron...

EP34- What Independent Advisors Should be Doing to Prepare for Their Own Succession with George Hartman

10 Jul 2023

Contributed by Lukas

The two most important events in an entrepreneur’s life are when you start your business and then when you successfully pass your business and your ...

EP33- Succession Planning is a Journey with Sonia LeRoy, Adrian LeRoy and Rowan Hughes

26 Jun 2023

Contributed by Lukas

Everyday, I speak to advisors that are thinking about bringing their family members or relatives into the business.  Why not? It’s a noble professi...

EP32- How to Seize Attention and Build Trust in a Busy World with Ron Tite

12 Jun 2023

Contributed by Lukas

It’s a busy world. People used to vote with their wallet. Now they vote with their time.    People today are inundated with non-stop content. They...

EP31- Who Is Chris Reynolds? An Interview with the Host of the Show!

29 May 2023

Contributed by Lukas

Every other week on this podcast, Chris interviews the change makers in the industry. But who IS Chris Reynolds? Who is this guy extracting all this k...

EP30- The Curse of the High Achiever with Dan Mason

15 May 2023

Contributed by Lukas

I've been in business for more than 30 years. Every once in a while, I’ll meet someone who is hugely successful, yet very unhappy. It always puzzled...

EP29- Using Technology to Enhance Client Engagement and Experience with Julie Littlechild

01 May 2023

Contributed by Lukas

You’ve heard countless podcast guests talk about Client Engagement and Experience. You’ve also heard others talk about using technology to make it...

EP28- What Rock Music Has Taught Me About Business and Life

17 Apr 2023

Contributed by Lukas

People get inspiration from many places – books, speakers, podcasts, even just taking a walk.   For me, it’s rock music!   Today, I’m going t...

EP27- How Your Organization Can Become the Trusted Voice in a Noisy, Busy World with Marcus Sheridan

03 Apr 2023

Contributed by Lukas

“If you look for it, you can always make your audience a hero.” - Marcus Sheridan    Marcus Sheridan is the go-to voice to learn how you generat...

EP26- Understanding the Intersection of Mind and Markets with Dr. Daniel Crosby

20 Mar 2023

Contributed by Lukas

Dr. Daniel Crosby is helping people see advisors as the decisional guides and life coaches that they truly are. He’s unique in the business and I th...

EP25- The Importance of Communication in a Client/Advisor Relationship with Kevin Mulhern

06 Mar 2023

Contributed by Lukas

They say that the fundamental foundation of any good relationship is communication. One of the cornerstones of every successful advisor that I've ever...

EP24 - Sustainable Investing with Sonia LeRoy

20 Feb 2023

Contributed by Lukas

Clients are looking to not only grow their portfolio but to be able to change the world with their investments. Sustainable investing is the key to ma...

EP23 - How To: Work with High Net Worth Clients Feat. Simon Bowers

06 Feb 2023

Contributed by Lukas

There’s a huge opportunity to grow your wealth management business in the high net worth market. Today, I’m going to show you how to tap into this...

EP22 - The Four Disciplines of Execution with Chris McChesney

23 Jan 2023

Contributed by Lukas

You can learn strategy in every business school, but, hardly anyone learns execution. And the most important part of strategy is executing.  Executio...

EP21 - Preparing for Impact in 2023 with Ryan Estis

09 Jan 2023

Contributed by Lukas

Crisis creates opportunity.  Sales and leadership expert, Ryan Estis and Chris discuss how entrepreneurs can use moments like these  to create great...

EP20 - Chris Looks Back at 2022 While Finding The Opportunities in 2023

16 Dec 2022

Contributed by Lukas

2022 will go down as quite a year, but in the madness of it all, there is opportunity to make 2023 an amazing year! 2022 will go down as quite the yea...

EP19 - Every Hero Needs a Quest: How To Set Big Goals to Make Big Things Happen

12 Dec 2022

Contributed by Lukas

Want to accomplish really big goals that help you achieve what you truly want in your life? Have a quest because every hero needs a quest.  Chris was...

EP18 - Jim Ruta Shares How Risk Management is The Other Foundation of a Solid Financial Plan

28 Nov 2022

Contributed by Lukas

If you and your clients want to protect your family in “the ultimate moment of truth,” life insurance is one of the important foundations to have ...

EP17 - Pattie Lovett-Reid Shares Investment Mistakes People Are Making, But Shouldn’t

14 Nov 2022

Contributed by Lukas

Financial clients know this might be a scary time for investors. The way to win right now is through communication and reminding them of the basics. I...

EP16 - The importance of coaching for financial advisors, with Gary Mottershead, Strategic Coach

31 Oct 2022

Contributed by Lukas

Gary Mottershead is a successful entrepreneur in his own right. Since he embraced his role as a coach with Strategic Coach, he has supported 3,000+ en...

EP15 - Why financial advisors must embrace technology to grow, featuring Mike Waller

17 Oct 2022

Contributed by Lukas

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 bu...

EP14 - Mastering the art of growing and succeeding a financial advisory business with Diane Groves

03 Oct 2022

Contributed by Lukas

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 a...

EP13 - The future of asset management & financial advice in Canada, with Barry McInerney

19 Sep 2022

Contributed by Lukas

This week Chris joins industry leader, Barry McInerney, Mackenzie Investments’ recently retired CEO in conversation. With over 30 years in the ind...

EP12 - Why Advisors Who Create Transformative Client Experiences Get Better Outcomes with Dennis Moseley-Williams

05 Sep 2022

Contributed by Lukas

Dennis Moseley-Williams is a certified Experience Economy Specialist - and only one of two in the financial services field. A sought-after keynote spe...

EP11 - Winning Opportunities for You and Your Clients During Market Downturns with Dan Nolan

22 Aug 2022

Contributed by Lukas

Turn on the news. Take a look on social media. When it comes to the financial world, so much of what you see is doom and gloom. So many people are wor...

EP10 - Why story-telling and story-gathering is crucial for financial advisors with Mitch Anthony

08 Aug 2022

Contributed by Lukas

Chris sits down with Mitch Anthony, creator of innovative discovery approaches for the advisor community for more than two decades. Mitch has been cre...

EP9 - Transitioning a financial advisory business 101: featuring Jason Simpson and Stephanie Power

25 Jul 2022

Contributed by Lukas

Today on ‘Turning the Page… on building a better business’, our host Chris Reynolds sits down with Advisors Jason Simpson and Stephanie Power to...

EP8 - Prospecting and growing an advisory business through social media with Kevin Nichols

11 Jul 2022

Contributed by Lukas

Kevin Nichols, author of ‘The Indispensable LinkedIn Sales Guide for Financial Advisors’, talks about the power of social media in client engageme...

EP7 - 3 behavioural principles to success for entrepreneurs (and everyone)

27 Jun 2022

Contributed by Lukas

Chris shares his 3 foundational principles for success. 1. “Don't abuse your own time”: Time is by far our most critical asset. It is finite. We'r...

EP6 - Why every financial advisor should be replaceable, with Bill Black

13 Jun 2022

Contributed by Lukas

Today on ‘Turning the Page… on building a better business’, our host Chris Reynolds talks about a crucial subject to any independent financial a...

EP5 - The relationship between a positive market environment and the value of advice with James O´Sullivan

30 May 2022

Contributed by Lukas

Today on ‘Turning the Page… on building a better business’, our host Chris Reynolds sits down with well-respected industry veteran and seasoned ...

EP4 - Leveraging technology to build your business as a financial advisor with Jason Pereira

16 May 2022

Contributed by Lukas

Today on ‘Turning the Page… on building a better business’, Chris Reynolds sits down with independent financial advisor and business owner, Jaso...

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