Over the last three months both Christine and Reyna have had the opportunity to attend some helpful and educational conferences. In April, Christine attended the Taiko Conference in Cabo, building more relationships with our sub-advisor team and learning more about the platform. In June, both Christine and Reyna attended the IPI home office conference in Chicago.

Taiko Conference:
Christine spent a few beautiful days in Mexico, at the invitation of our partnered research and advisory team of TAIKO. She had the opportunity to connect one-on-one with the research team and network with advisors from around the country. She was able to take this opportunity to dive deeper and gain even more confidence surrounding their investment research, customized portfolio offerings, as well as their service and communications platform. What this means for our clients – it frees Christine up to more effectively and personally serve our clients’ planning and lifestyle needs. We get to sit across the table from you and learn more about what is important, and then we partner with strategic teams like TAIKO and MAI so that while we are meeting and talking, someone else has their eyes on the market and the trends at all times! This allows her as your advisor, to prioritize you and your needs. Our office always wants to be the first point of contact for you, offering a range of services and advice that can go beyond financial planning.

IPI Conference:
In June, we spent three days listening to and learning from many voices that contribute to the financial world; from learning about how much money is changing generational hands to the power of words and positive thinking.
Christine’s most impactful moment – learning that the word Silent and Listen have the same letters. You cannot have one without the other. “My most important job as a financial advisor is to listen to my client needs, wants, concerns and goals.” Another powerful reminder is that we are in the service industry NOT the sales industry. We are at your service and are here to support you. The financial advice and planning go hand-in-hand as part of that support, but it is so much more.
Reyna’s most impactful moment was – realizing that communication needs and wants are different for everyone. We need to be willing to communicate in the way that is best received by our audience. “I also realized that we can be more than just a financial service firm for our clients, we can strive to be a family ally that is there in all times; good and bad.” Finally, clarity over creativity, we need to be intentional about the words we use and making sure our message conveys our knowledge and values.
We learned more about the rebrand of our home office from Investment Planners, Inc to IPI Wealth Management, stepping into and embracing the new technology era with a fresh look. As we slowly roll out the rebrand of the home office, be on the look-out for some new changes from us as well 😉.