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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 30 years of experience: ranging from successfully managing his own business to refining the next generation of financial advisors at IPC. 


Chris talks to Dan Nolan on how Advisors can be “true wealth managers” and where IPC’s Pinnacle Program can fit into their journey.

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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.


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


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Chris talks to Dan Nolan on how Advisors can be “true wealth managers” and where IPC’s Pinnacle Program can fit into their journey.

EP65 - Ep 65 - New Advisors Have an Amazing Opportunity to Grow a Business in Today’s Internet World with Dan Nolan

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