Chris is an independent financial coach. He is passionately leading a revolution in financial advice after throwing out the old sales industry and building a unique proposition based on independence, strategy and client values. His business Canopy Private partners with aspirational and socially aware families in their 30s and 40s to help them live a meaningful life by finding out their why.
Rewarding Moment in Business
Happens all the time – the moment when a client who comes to him in a state of helplessness, hopelessness or feeling limited in their options suddenly realises so many more options available for themselves and feeling more hopeful for their future – and thankful to Chris for his input.
Favourite Piece of Technology
Sane: Prioritises important emails and summarises the rest
Crucial Conversations by Kerry Patterson
Chris Bates on LinkedIn