Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

Everyone wants to build wealth for their family, but so many investment portfolios have nothing to do with clients’ lives and the goals they are trying to achieve. Too often, advisors just sell financial products without looking at the actual needs of their clients. Today’s guest is an expert in creating a good financial planning foundation for his clients’ investments. Gregg Filmon is the President of Value Partners Investments, one of Canada’s fastest-growing financial firms. Gregg works side by side with his clients, helping them build wealth to finance their dreams for the future. Value Partners Investments has already created over $820 million in investment gains for families across Canada. Listen to the episode to hear Gregg’s insights about the critical importance of planning and how he leverages second opinions to bring in new clients. What You’ll Learn in This Episode: Why Gregg’s firm’s structure is so unique (1:10) What goes wrong for families who ar