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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 and the world.

Diane and Chris connect on:

Diane’s trailblazing career as a financial advisor
How to choose a successor and ensure your team, successor, and clients are all very well prepared for the change
Why succession plans must continuously be evaluated and adjusted, both for yourself and your successor

As a veteran advisor, Diane also shares her wisdom and approach to building strong client relationships; how to manage a client’s fears and why making each client feel like they are your only client is a winning approach to growing your business.