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.
If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!
Cheers,
Chris
