How To: Level Up Your Wealth Management Business

Tangible tips &  tricks from Turning the Page Podcast

UPLEVEL THROUGH: CREATING A GREAT CLIENT EXPERIENCE

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

How do you stand out when trying to serve, connect with, and build your business for the high-net worth market? Learn from Dean Trudeau, who’s on a mission to build something unique in Canada.

Those in the high-net worth space have specialized needs and considerations that involve more than just looking for someone to manage their money. In a short period of time, Dean has created a truly unique offering for his clients, gathering a team of professionals to build a unique client experience, and giving his clients a family office-type experience that they’ve been looking for.

Dean Trudeau is the Founder of OPES Family Advisory in Ottawa and heads up the investment strategy Committee as lead portfolio manager. 

Learn more about Dean and his unique model on Spotify or Apple Podcasts

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

“Any business with delighted customers has a sales force they won’t have to pay; you don’t see them, but they are talking to people all the time.” - Warren Buffet

There are countless tools available to help entrepreneurs market their services to current and potential clients. But what really makes you stand out? For Hyphen co-founder Nat Korol, It’s the little things that can make a big difference. We chatted about how you can create moments of delight for your clients, and how ultimately this can lead to a growing business via increased client retention and referrals! It can even be as small as having a welcome sign in your office that you customize for each client as they arrive.

As a co-founder of a Toronto-based B2B creative marketing firm, Hyphen, Nat is focused on building a responsible culture and a sustainable business that's leading the change on how agencies operate.

Learn how to create moments of delight with Nat on Spotify or Apple Podcasts

UPLEVEL THROUGH:TECHNOLOGY TOOLS THAT SIMPLFY YOUR BUISINESS

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

Everywhere you turn, people are talking about A.I. (artificial intelligence). New A.I. tools are being developed daily, in every single industry to address consumer needs - including ours! It’s becoming a part of our everyday lives at a very fast pace. 

If you’re like me, you’re probably asking “What is A.I.?” For those of us in the wealth management industry, is it something we should worry about or something we can harness and use?

A.I industry expert, Brad Joudrie, the Chief Revenue Officer of Conquest Planning, joined me and answered questions as a major contributor to the wealth management industry. Plus, Conquest Planning has become a major tool in our industry. Brad shares some insight into how financial advisors are using these tools to enhance the portfolios of their clients across the country.

Listen to this great conversation on A.I. and the financial industry on Spotify or Apple Podcasts

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



Another industry impacted by the changing effects of A.I. is estate planning. Estate planning is an important part of a client’s journey, but it can also become a document that is left in a drawer and never touched.

I had the pleasure of connecting with Danny Lohrfink, Co-Founder and Chief Product Officer of wealth.com, the wealth management industry’s leading estate planning platform.

Danny and I dug into the intersection of estate planning and technology - it’s evolution, and how tech has helped create ease and accessibility within the estate planning process. Wealth.com empowers 400+ wealth management firms, including independent RIAs, aggregators, broker-dealers, custodians and wirehouses to offer modern, comprehensive and sophisticated estate planning solutions to their clients.

Learn more about using technology in estate planning on Spotify or Apple Podcasts

UPLEVEL THROUGH: DISTINGUISHING YOURSELF FROM THE CROWD

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

There are thousands of financial advisors and financial institutions vying to earn the business of millions of Canadians. While many people do similar work, it’s important to know how to make yourself stand out in such a crowded space. 

David Finley, the Founding Partner and Chief Strategist of Wealth Brand Partners, joined me to tell you how to position yourself in this crazy and crowded marketplace, so that prospective clients know exactly why they should hire you. Wealth Brand Partners is the expert in positioning strategy, helping top wealth advisors further differentiate and maximize relationships with their most valued clients and prospects today.

Hear what David has to say on positioning your business on Spotify or Apple Podcasts

Did you have a favourite episode? Something that resonated with you?

I’d love to hear about you and your business right now. How about we have a virtual coffee and chat about it? Let’s schedule a call. I’d love to help guide you and get set to make the second half of the year great!

I also invite you to subscribe to the Podcast so you get alerts to the latest episodes as they are released. And if you can, please share episodes of the Podcast that you’ve enjoyed with someone you think will benefit from it. 

Cheers, 

Chris