September 29, 2014: Congratulations and Thank You!
"Dear Chris and Team,
It is my pleasure to thank you for contributing to the success of Investment Planning Counsel as we just recently celebrated our many accomplishments at the 181 National Fall Conference in Montreal. It was an honour to recognize you and your team in the category Top Ten Wealth Builder Teams of the Year- congratulations!
The Wealth Builder Award recognizes the top 10 Advisors and the top 10 Teams who have invested in their business and spent time communicating with their clients and marketing to their prospects. Net sales are a simple method for measuring the health and effectiveness of a wealth management business. It is measured as gross new assets {an indicator of new clients and wallet share) less gross redemptions {an indicator of unhappy clients and withdrawals). This award is based on the highest net sales for the trailing 12 months ending May 31, 2014.
Once again, congratulations on your success.
Sincerely,
“Congratulations Chris,
I just wanted to say on behalf of the entire IPC team, I want to take the opportunity to congratulate you on being awarded the Top 10 Wealth Management Teams for 2011 (based on total team net sales from June 2010 - June 2011). I hope you are proud of this accomplishment because you were up against stiff competition (over 900 Advisors).
Aristotle said "Pleasure in the job puts perfection in the work". You have won this award because you have perfected diligence, integrity and dedication to your clients. The advice and leadership that you and your team continually provide to your clients, truly changes their lives for the better. The late Robert Kennedy once said "Each time a man stands up for an ideal, or acts to improve the lot of others, he sends forth a ripple of hope". Since you are extremely busy building a successful business, you may not always realize the good that you do and how that good has a ripple effect that positively impacts the families of your clients. Clients may hope for peace of mind in retirement, the ability to fund the education of their children or to assist their extended family financially; you are not only giving them hope but you are helping them live their dream.
Enjoy this moment; reflect on your success. Yours is a noble profession built on providing sound financial advice.
Give yourself a pat on the back for being one of the best Advisors in Canada. Be proud that you have given your clients not only the hope of a sound financial future, but the reality of it! “
Chris S. Reynolds CEO & President Executive Team
"Hi Chris,
I was really pleased to hear your name called out at the Niagara Falls Convention as a Top Advisor Team across Canada for the Wealth Management Award. Congratulations!!!
It's encouraging to see good advisor teams, people with integrity and talent and commitment - the people who go the extra mile - recognized for doing an excellent job.
Outstanding accomplishment HadjiyianniTeam!"
Best Wishes,
Susan M. White
Training Manager
PlanPlus Inc.