With financial planning, advisors make a real difference in their clients’ lives and to help them achieve their wealth and lifestyle goals.
Steve Fox joins Chris to discuss the importance of making an impact; be it in your clients' lives or your community.
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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, which gives us such a great, blessed life. But as Spiderman says, "With great power comes great responsibility.”
As we grow our business, it’s important to be responsible and give back to the community that we work in.
Philanthropy is very important to me and IPC. So much so that every November (up to the time of the pandemic), a team of staff and IPC Advisors make time to travel to Honduras to give back with our time, energy, and financial support to improve their living conditions and lives.
Today I want to talk about how business professionals can give back to the community that they serve and how getting your clients involved can be a win-win for all.
Joining me to talk about it is a member of our IPC family who, for many years now, has been helping us with our trips to Honduras, Steve Fox.
Steve Fox has more than 30 years of experience as an independent financial planner. He enjoys having the opportunity to make a real difference in their clients’ lives and to help them achieve their wealth and lifestyle goals. Steve’s highly personalized approach in working with his clients ensures enduring relationships. He and his son, Mike work as a team, along with the support of Karen, Deanna and Victoria to provide a wonderful experience for their clients in Windsor, Ontario.
What do you do to give back to your community or others around the world? Do you get your clients involved? I’d love to talk with you about it over a virtual coffee! You can schedule a time with Chris using the form on the right.
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Would you like to spend 20 minutes with me - virtual coffee in hand – furthering the conversation you heard in any of the podcasts?
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EP42 - Ep42 - Importance of Philanthropy and Community Giving with Steve Fox
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