086: How to build a multi-award winning practice with Patrick Canion

Some people are profound in results and humble by nature. Patrick Canion, CEO of ipac WA is one such person. An impressive person by anyone’s account, Patrick is the leader of one of Australia’s most awarded financial planning practices that aims to excel not only through client results, but by understanding ‘not everything that counts can be counted’ and a good financial plan needs to understand the person you are, not just the money you have.

What I think you’ll find most interesting about this episode is Patrick’s willingness to embrace his own vulnerability to share the breadth and depth of his life experiences.

While Patrick says he’s achieve “a modicum of success”, he candidly shares it wasn’t always that way and he has endured many challenges to this point.

With that said, he draws upon his life experiences to better serve his clients, his industry and his team members to ensure they can be the best they can.

As a former national director of the Financial Planning Association, he has championed the removal of commission from investment advice. He has been a past and current judge of the FPA’s Financial Planner of the Year Awards. He is also a director of a charity that helps disadvantaged youth get a second chance in life.

In this episode you’ll learn:

  • Patrick’s philosophy on business
  • Patrick’s perspective on leading a team (of 20+)
  • 4 Key Questions you can ask clients to create better results
  • How he built up a multi-award winning and revered planning practice
Links Mentioned In This Episode

Patrick’s Blog

ipac WA website

Thanks For Listening

Thanks so much for joining me for this episode. Have some feedback you’d like to share?

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Thanks, Patrick, for sharing your story! Until next time!

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