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

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 Investme