You can promise a lot as a financial advisor, but do you always provide the value your clients are paying for? Today’s guest, Dean Trudeau, thinks the key is as simple as setting out clear expectations ‒ and then making sure you meet them.

A Certified Financial Planner, Dean began his career in the financial services industry in 1987. Over the years, he has served as Principal of Horizon Financial Services, Sales Manager of Manulife Financial/Manulife Securities, and District Vice President of RBC Global Asset Management. His firm, OPES Wealth Management, is a boutique wealth management firm that caters to business owners and professionals.

Listen to the episode to hear what Dean has to say about providing value to clients by always delivering on what you promise.

What You’ll Learn in This Episode:

• Dean’s 3-step process for providing integrated advice (5:50)


• How Dean makes sure his services are worth the fees (9:20)


• How Dean identified his sweet spot of 125 clients (15:55)


• Applying Investment Planning Counsel’s Total Client Experience in the field (20:20)


• How Dean’s practice is moving toward a family office structure offering a lifestyle concierge service (23:45)


• Planning social events to engage with prospects (29:20)


• The emerging 3-tiered financial advice system (35:15)

Links and Resources:

Dean Trudeau

The OPES Wealth Management

Quotes by Dean:

“I love when we put a plan together and people share their goals and dreams with me, and we’re able to find out where they are, figure out where they want to go, and then put a great plan in place and have it get there.”

“Everybody pays fees. And we want to make sure that they get the value of the fees they’re paying.”

“Most advisors actually don’t do that. They don’t create a plan, they don’t follow the plan, and they don’t update the plan.”

It’s Dean’s passion for delivering on promises that has made his practice so successful, and he’s here to share his insights with you.

Below, we’re sharing three key ideas from this episode:

• How Dean makes sure his services are worth the fees


• How Dean identified his sweet spot of 125 clients


• Planning social events to engage with prospects
  
  

For the rest of the episode, find the podcast on iTunes or Stitcher, or click the link above.

How D

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