Schedule a complimentary virtual coffee with me and let’s talk about how you’re using A.I. and technology in your business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris

Everywhere you turn, people are talking about A.I. - artificial intelligence. It’s becoming a major player in every industry and on the way to being part of our everyday lives at a very fast pace.

But 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?

Joining me to answer these questions is someone that is involved in the A.I. world in our industry, Brad Joudrie from Conquest Planning!

As the Chief Revenue Officer at Conquest Planning Inc., Brad Joudrie brings a wealth of experience in the technology arena. He holds an Honours Bachelor of Commerce degree from McMaster University and has nearly two decades of expertise in the field.

Following a successful career in sales and sales leadership roles within the human capital management space, Brad transitioned to financial services technology, where he led global sales for Advicent Solutions (NaviPlan), making significant contributions to the company's growth.

Following this, Brad took on the challenge of expanding Quovo Inc., a leading data aggregation technology firm, into the Canadian market until its eventual sale to Plaid. In 2019, he joined Conquest Planning to spearhead go-to-market efforts as its Chief Revenue Officer.

Conquest Planning has since established itself as a market leader in the financial advice space in Canada, with recent expansions into both the UK and US markets, in large part thanks to Brad's strategic guidance.

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast

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

Schedule a complimentary virtual coffee with me and let’s talk about how you cater to high net worth investors! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris

Succession is a reality for everyone. Believe it or not, one day, you’re going to be ready to retire and enjoy the fruits of your hard work over the years. To do it right, it takes planning, preparation and the right mindset.

Today, we’re talking to someone who has gone through the process and had a successful exit from his business, Ron Harvey. We’ll dig into his story and how he was able to successfully put together a succession plan, look after his clients and still keep his hand in the industry he loves so much.

Ron Harvey has been a financial advisor for 30 years. He was Senior Financial Advisor with IPC for 9+ years and is a proud recipient of IPC’s Legacy Award in 2022. Before IPC, he was a Senior Financial Advisor and branch manager for two other firms. In his volunteer roles, he is Chair of the Board of FP Canada and has been a board member since 2017. He was a board member of CPA Ontario from the time of the merger of the three accounting bodies in 2014 until 2017. Prior to that, he was chair of CGA Ontario at the time of the merger. I am a Fellow of CPA Ontario and am also an FP Canada Fellow.

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast

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

Schedule a complimentary virtual coffee with me and let’s talk about how you cater to high net worth investors! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchri

Every financial advisor wants to serve the high-net-worth market. However, the rich are different from you and me. They have specialized needs and other considerations that involve more than just looking for someone to manage the money. It takes a lot to put together the right set of professionals to help high net worth individuals solve their financial problems.

Our next guest has done just that. In a short period of time, Dean Trudeau has built a truly unique offering for his clients gathering a team of professionals together in one location to serve client needs.

Dean Trudeau is the Founder of OPES Family Advisory in Ottawa and heads up the investment strategy Committee as lead portfolio manager. Dean began his investment career in 1987 and has held the designation of CERTIFIED FINANCIAL PLANNER™ for over 25 years. Dean’s deep commitment to his field, his enthusiastic initiatives, breadth of knowledge, and experience have made him a formidable speaker all over Canada. Throughout his outstanding career, his diligent work has been recognized with many industry awards.

What do you do to cater to high net worth individuals? Are you looking to expand your business in this market? I’d love to chat with you about your business and show you how I can help! Let’s schedule a virtual coffee and chat.

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast

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