Turning the Page https://aspect.ipcc.ca/turning-the-page-podcast “If I have seen further, it is by standing upon the shoulders of giants” – Sir Isaac Newton When Chris Reynolds co-founded Investment Planning Counsel in 1996, he set out on a mission to help entrepreneurial financial advisors build better businesses. Since then, he’s remained steadfast in this mission. Chris believes that at the heart of any great business is remarkable client experience: how you meet the needs of your clientele, how you evolve with them as they change and, ultimately, how you leave your clients feeling about you after every single interaction they’ve had with you and your business. A life-long learner, Chris is always learning from the best of the best – from within our industry and from outside. In his podcast, Turning the Page, Chris will bring you the stories, the lessons, and the winning ideas from the people who have made it and from those who are reshaping the future of financial advice. Mon, 02 Mar 2026 05:00:00 -0500 https://podbean.com/?v=5.5 en All rights reserved. Business 1440 episodic In his podcast, Turning the Page, Chris will bring you the stories, the lessons, and the winning ideas from the people who have made it and from those who are reshaping the future of financial advice. Investment Planning Counsel Investment Planning Counsel No false https://pbcdn1.podbean.com/imglogo/image-logo/15395295/Turningthepage04_Chris-05-square_big.jpg Turning the Page https://aspect.ipcc.ca/turning-the-page-podcast 144 144 EP 102: Buying and Selling Financial Advisory Businesses with Tom de Larzac from Care Lending Group EP 102: Buying and Selling Financial Advisory Businesses with Tom de Larzac from Care Lending Group https://www.ipcc.ca/podcast/ep102-buying-businessess-with-tom-de-larzac Mon, 02 Mar 2026 05:00:00 -0500 ipcdigitalmarketing.podbean.com/0cdea099-4913-32df-a011-a7b9a37f115a For many advisors, growth is usually through one path: gathering assets one client at a time. But increasingly, the fastest—and often smartest—path to scale is through acquisition: buying retiring advisors’ practices. As many advisors across Canada are on the verge of retirement, if you’re looking to grow your business, this is a great time to take advantage of this opportunity.

 

Advisors weren’t trained to think like buyers. Acquisitions raise real questions—about valuation, cash flow, risk, and financing. So how do you go down this path? 

 

My guest today, Tom de Larzac, helps advisors every day make thai happen. He’s worked across the financial industry focusing on cash-flow-based lending for specialty businesses, with deep experience in valuations, acquisitions, and growth financing. He’s worked with business owners and brands across multiple industries, helping them think strategically about capital—not just as funding, but as a tool for long-term growth.

 

Tom is part of Care Lending Group, a privately held Canadian financing firm that specializes in tailored lending solutions for niche industries—including wealth management. Within their advisory division, Care Lending Group works closely with independent advisors to support acquisition, succession, and enterprise-value growth strategies.

 

With an initial portfolio exceeding $350 million and a growing national client base, Care Lending Group is known for combining deep industry expertise with a relationship-driven approach. Unlike traditional lenders, CLG focuses on understanding each client’s unique business model and delivering customized financing solutions that align with long-term goals, not one-size-fits-all lending.

 

Care Lending Group has become a partner with Investment Planning Counsel to help advisors in the IPC Pinnacle program grow their business through acquisitions as advisors across Canada continue to retire. 

 

Learn more about Care Lending Group at https://carelendinggroup.com/ 

 

Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

 

]]> For many advisors, growth is usually through one path: gathering assets one client at a time. But increasingly, the fastest—and often smartest—path to scale is through acquisition: buying retiring advisors’ practices. As many advisors across Canada are on the verge of retirement, if you’re looking to grow your business, this is a great time to take advantage of this opportunity.

 

Advisors weren’t trained to think like buyers. Acquisitions raise real questions—about valuation, cash flow, risk, and financing. So how do you go down this path? 

 

My guest today, Tom de Larzac, helps advisors every day make thai happen. He’s worked across the financial industry focusing on cash-flow-based lending for specialty businesses, with deep experience in valuations, acquisitions, and growth financing. He’s worked with business owners and brands across multiple industries, helping them think strategically about capital—not just as funding, but as a tool for long-term growth.

 

Tom is part of Care Lending Group, a privately held Canadian financing firm that specializes in tailored lending solutions for niche industries—including wealth management. Within their advisory division, Care Lending Group works closely with independent advisors to support acquisition, succession, and enterprise-value growth strategies.

 

With an initial portfolio exceeding $350 million and a growing national client base, Care Lending Group is known for combining deep industry expertise with a relationship-driven approach. Unlike traditional lenders, CLG focuses on understanding each client’s unique business model and delivering customized financing solutions that align with long-term goals, not one-size-fits-all lending.

 

Care Lending Group has become a partner with Investment Planning Counsel to help advisors in the IPC Pinnacle program grow their business through acquisitions as advisors across Canada continue to retire. 

 

Learn more about Care Lending Group at https://carelendinggroup.com/ 

 

Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

 

]]> Investment Planning Counsel false No 2970 102 full EP 101: Engaging Underserved and Shifting Markets in Wealth Management with Marissa Teeter EP 101: Engaging Underserved and Shifting Markets in Wealth Management with Marissa Teeter https://www.ipcc.ca/podcast/ep101-changing-demographics-shifting-markets-with-marissa-teeter Mon, 16 Feb 2026 05:00:00 -0500 ipcdigitalmarketing.podbean.com/c31f4717-dc59-3d1a-bfdc-ac49e6c03e2e There is a shift happening in wealth. Recently at one of our seminars, a speaker asked “Who do you think controls the decision making on most of the personal wealth in North America right now?” The answer:  Women aged 45-55. Why? Because they make decisions for their kids and their parents as well as their own family.

 

Within a generation or two, we’ve seen this major shift in who makes decisions when it comes to wealth management. There are so many under-served segments of our community that are becoming major decision makers: women, younger generations and secondary decision-makers in client families.

 

How do you engage these growing demographics and how do you engage in this traditionally underserved and somewhat untapped market? 

 

Marissa Teeter is a sought-after business advisor, executive coach and keynote speaker/moderator with a solid track record and impressive results as a senior wealth executive and business leader. She has both led and coached leaders who own/run multi-million and multi-billion-dollar enterprises.

 

Marissa is an exceptional communicator and facilitator and has over 20 years of business development, wealth management and executive leadership under her belt. She has held corporate executive roles, helped build and run a boutique wealth management firm, consulted Fortune 500 companies, and helped fuel a handful of start-up companies along the way. Marissa is also the host of her own podcast, “Teeter Talks.”

 

Learn more about Marissa and find links to her podcast at https://www.marissateeter.com/ 

 

Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> There is a shift happening in wealth. Recently at one of our seminars, a speaker asked “Who do you think controls the decision making on most of the personal wealth in North America right now?” The answer:  Women aged 45-55. Why? Because they make decisions for their kids and their parents as well as their own family.

 

Within a generation or two, we’ve seen this major shift in who makes decisions when it comes to wealth management. There are so many under-served segments of our community that are becoming major decision makers: women, younger generations and secondary decision-makers in client families.

 

How do you engage these growing demographics and how do you engage in this traditionally underserved and somewhat untapped market? 

 

Marissa Teeter is a sought-after business advisor, executive coach and keynote speaker/moderator with a solid track record and impressive results as a senior wealth executive and business leader. She has both led and coached leaders who own/run multi-million and multi-billion-dollar enterprises.

 

Marissa is an exceptional communicator and facilitator and has over 20 years of business development, wealth management and executive leadership under her belt. She has held corporate executive roles, helped build and run a boutique wealth management firm, consulted Fortune 500 companies, and helped fuel a handful of start-up companies along the way. Marissa is also the host of her own podcast, “Teeter Talks.”

 

Learn more about Marissa and find links to her podcast at https://www.marissateeter.com/ 

 

Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> Investment Planning Counsel false No 2573 101 full EP 100: The Power of Healthy Tension with Tim Arnold EP 100: The Power of Healthy Tension with Tim Arnold https://www.ipcc.ca/podcast/ep100-healthy-tension-with-tim-arnold Mon, 02 Feb 2026 05:00:00 -0500 ipcdigitalmarketing.podbean.com/e6bfa99d-8124-398d-b273-fa92303a4c92 Tension and problems are just human nature - we will come across it in our business with our clients and even with members of our team. And over the last few years, as the world has been changing, it feels these emotions and tensions are even stronger than ever before. Human nature sometimes pushes us to stray away from the tension and conflict, but today’s guest is here to tell us that we can harness it to actually be a competitive advantage! Tim Arnold spoke at a recent company retreat and his message resonated with me so much that I wanted to share this story with you.

 

For over two decades, Tim Arnold has empowered organizations—from Fortune 500 companies to grassroots non-profits—to navigate leadership, change, and complexity with confidence.

 

Tim is a leadership development expert. He has spent over two decades helping leaders navigate complexity, build effective teams, and drive results within organizations such as the United Nations, World Vision, UPS, Allstate Insurance, and Stanford Medicine. His diverse experiences, from launching, scaling, and selling a successful for-profit business to leading a homeless shelter, have provided him with invaluable insights into the challenges and triumphs of leadership.

 

His expertise is particularly focused on helping leaders harness the power of “AND” thinking in an Either/Or world—a concept central to his bestselling books, “Lead with AND” and “The Power of Healthy Tension.”

 

Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> Tension and problems are just human nature - we will come across it in our business with our clients and even with members of our team. And over the last few years, as the world has been changing, it feels these emotions and tensions are even stronger than ever before. Human nature sometimes pushes us to stray away from the tension and conflict, but today’s guest is here to tell us that we can harness it to actually be a competitive advantage! Tim Arnold spoke at a recent company retreat and his message resonated with me so much that I wanted to share this story with you.

 

For over two decades, Tim Arnold has empowered organizations—from Fortune 500 companies to grassroots non-profits—to navigate leadership, change, and complexity with confidence.

 

Tim is a leadership development expert. He has spent over two decades helping leaders navigate complexity, build effective teams, and drive results within organizations such as the United Nations, World Vision, UPS, Allstate Insurance, and Stanford Medicine. His diverse experiences, from launching, scaling, and selling a successful for-profit business to leading a homeless shelter, have provided him with invaluable insights into the challenges and triumphs of leadership.

 

His expertise is particularly focused on helping leaders harness the power of “AND” thinking in an Either/Or world—a concept central to his bestselling books, “Lead with AND” and “The Power of Healthy Tension.”

 

Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris



]]> Investment Planning Counsel false No 2899 100 full EP 99: Getting More Done Without Burning Out: The Power of Flow State with Gaby Mengstab EP 99: Getting More Done Without Burning Out: The Power of Flow State with Gaby Mengstab https://www.ipcc.ca/podcast/ep99-flow-state-burnout-Gaby-Mengstab Mon, 19 Jan 2026 05:00:00 -0500 ipcdigitalmarketing.podbean.com/a435ca31-4c38-33ab-8ac7-39e081cfd900 As an entrepreneur, it can feel like there’s a million things going on at one time that we must deal with. Client calls, paperwork, compliance, working with your staff, living life and being with your family! Yet so many people can really focus and execute at such a high level, accomplishing amazing things with their time. Sometimes it looks like magic!

 

How are they able to do that without burning out?

 

My guest today, Gabriella Mengstab, is a performance strategist with over 18 years of experience in financial services, including leadership roles at PIMCO, Allianz, and Perpetual. She’s worked across operations, trading, and business development. But her sweet spot lies at the intersection of sales performance and human potential.

 

Gaby specializes in the neuroscience of flow, focus, and cognitive clarity—equipping sales leaders and advisors with tools to reduce overload, unlock deep work, and execute under pressure.

 

Gabriella holds an MBA from NYU Stern and is certified through the Flow Research Collective, with extensive training in cognitive behavioral science, neuroscience, breathwork, and meditation. In 2023, a performance training she developed for financial advisors at Perpetual was named a finalist for the Barron’s & MMI Asset Management Awards, recognizing her unique ability to merge commercial acumen with cognitive mastery.

 

Gabriella is the founder of KinderWell, a performance consultancy helping financial professionals upgrade their internal operating system so they can lead, sell, and live at their highest level without burning out.

 

Learn more about Gaby and her program at https://www.kinder-well.com/about-1 

 

Follow Gaby on LinkedIn at http://www.linkedin.com/in/gabriella-mengstab 

 

Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

 

]]> As an entrepreneur, it can feel like there’s a million things going on at one time that we must deal with. Client calls, paperwork, compliance, working with your staff, living life and being with your family! Yet so many people can really focus and execute at such a high level, accomplishing amazing things with their time. Sometimes it looks like magic!

 

How are they able to do that without burning out?

 

My guest today, Gabriella Mengstab, is a performance strategist with over 18 years of experience in financial services, including leadership roles at PIMCO, Allianz, and Perpetual. She’s worked across operations, trading, and business development. But her sweet spot lies at the intersection of sales performance and human potential.

 

Gaby specializes in the neuroscience of flow, focus, and cognitive clarity—equipping sales leaders and advisors with tools to reduce overload, unlock deep work, and execute under pressure.

 

Gabriella holds an MBA from NYU Stern and is certified through the Flow Research Collective, with extensive training in cognitive behavioral science, neuroscience, breathwork, and meditation. In 2023, a performance training she developed for financial advisors at Perpetual was named a finalist for the Barron’s & MMI Asset Management Awards, recognizing her unique ability to merge commercial acumen with cognitive mastery.

 

Gabriella is the founder of KinderWell, a performance consultancy helping financial professionals upgrade their internal operating system so they can lead, sell, and live at their highest level without burning out.

 

Learn more about Gaby and her program at https://www.kinder-well.com/about-1 

 

Follow Gaby on LinkedIn at http://www.linkedin.com/in/gabriella-mengstab 

 

Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

 

]]> Investment Planning Counsel false No 3168 99 full EP 98: Hot Topics for High Net Worth Clients in 2026 with IPC’s Simon Bowers EP 98: Hot Topics for High Net Worth Clients in 2026 with IPC’s Simon Bowers https://www.ipcc.ca/podcast/ep98-hot-topics-new-year-with-simon-bowers Mon, 05 Jan 2026 05:00:00 -0500 ipcdigitalmarketing.podbean.com/bb403686-0b3b-3723-a76e-7f74a7bad692 EP 98: Hot Topics for High Net Worth Clients in 2026 with IPC’s Simon Bowers

 

Welcome to 2026 and a brand New Year! A clean slate full of possibilities! Before we start to forget our resolutions and the high of the holidays fades away, we’re taking a moment to look back at last year in the financial world AND to talk about the hot topics that might be driving this year’s markets - what should you be looking out for? What’s important for high-net-worth investors right now?

 

Joining me today to talk about it is Simon Bowers, Private Wealth Portfolio Manager at IPC. Simon joined IPC in 2022 after a 20-year stint at an investment counselling firm where he was both Head of Retail Trading and a Vice-President & Portfolio Manager.  Simon’s portfolio management responsibilities included both a High-Net-Worth SMA for client accounts as well as the firm’s largest fixed income fund.  Before then he worked at an independent brokerage firm in trading & trade support and at one of Canada’s largest insurers supporting their demutualization. 

 

Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

 

]]> EP 98: Hot Topics for High Net Worth Clients in 2026 with IPC’s Simon Bowers

 

Welcome to 2026 and a brand New Year! A clean slate full of possibilities! Before we start to forget our resolutions and the high of the holidays fades away, we’re taking a moment to look back at last year in the financial world AND to talk about the hot topics that might be driving this year’s markets - what should you be looking out for? What’s important for high-net-worth investors right now?

 

Joining me today to talk about it is Simon Bowers, Private Wealth Portfolio Manager at IPC. Simon joined IPC in 2022 after a 20-year stint at an investment counselling firm where he was both Head of Retail Trading and a Vice-President & Portfolio Manager.  Simon’s portfolio management responsibilities included both a High-Net-Worth SMA for client accounts as well as the firm’s largest fixed income fund.  Before then he worked at an independent brokerage firm in trading & trade support and at one of Canada’s largest insurers supporting their demutualization. 

 

Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

 

]]> Investment Planning Counsel false No 2808 97 full EP 97: Chris Reynolds Looks Back at 2025 and Gives You The Playbook to Succeed in 2026 EP 97: Chris Reynolds Looks Back at 2025 and Gives You The Playbook to Succeed in 2026 https://www.ipcc.ca/podcast/ep97-year-end-review-with-chris-reynolds Mon, 15 Dec 2025 05:05:00 -0500 ipcdigitalmarketing.podbean.com/e0111586-88f5-36b9-b240-07c9906da701 As we start to wrap up and put a bow on 2025, I’m taking a look back at everything that happened in the wealth management world in 2025 and giving you the keys to succeed in 2026. I truly mean it when I say there hasn’t been a better time to be in the financial advice business. And if you follow the playbook, you’ll succeed. 

 

Joining me on my year end podcast is our Podcast Production Partner, Matt Haze from Haze Creative. You can follow Matt on Instagram at http://instagram.com/matthaze 

 

Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> As we start to wrap up and put a bow on 2025, I’m taking a look back at everything that happened in the wealth management world in 2025 and giving you the keys to succeed in 2026. I truly mean it when I say there hasn’t been a better time to be in the financial advice business. And if you follow the playbook, you’ll succeed. 

 

Joining me on my year end podcast is our Podcast Production Partner, Matt Haze from Haze Creative. You can follow Matt on Instagram at http://instagram.com/matthaze 

 

Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> Investment Planning Counsel false No 2420 98 full EP 96: Finding the Good News in Everything with Chris Snyder EP 96: Finding the Good News in Everything with Chris Snyder https://www.ipcc.ca/podcast/ep96-good-news-stories-with-chris-snyder Mon, 08 Dec 2025 05:00:00 -0500 ipcdigitalmarketing.podbean.com/9beed16c-f525-3c6a-9231-74d02dd516d8 Let’s be honest: it’s been a bit of a crazy year. As we head into the holiday season, you’re happy to be able to take a minute, take a breath and just enjoy the time with your family and friends. 

 

I thought it’d be nice to end the year with some good news stories. And to do that - I’m bringing on someone who literally wrote the book on it! Chris Snyder comes from the wealth management space, but now spends his time writing a fantastic blog reminding us of all the good news in the world we might not hear about or the things we should remember. And today he’s here to bring a positive light on the year and share some good news with us!

 

In 1974,as one of the pioneers in Personal Financial Planning in Canada, Chris co-founded The ECC Group, Personal Financial Advisors, one of Canada’s first broad-based Personal Financial Planning firms, staying as managing chair until 2021. During his career, he was the vice chair of the Canadian Association of Financial Planners and designed and implemented the RFP (Registered Financial Planner) program. He also wrote several bestselling books and several hundred articles on personal finance. 

 

Get a special holiday price on Chris Snyder’s book, 52+ GOOD NEWS STORIES, as well as an added discount when you buy 10 copies or more! (a great gift for your clients!) Buy your copies at https://hilborn-civilsectorpress.com/products/52-good-news-stories-holiday-offer

 

You can read Chris’s Good News Blog at http://ChrisSnyder.makeanimpact.ca

 

Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> Let’s be honest: it’s been a bit of a crazy year. As we head into the holiday season, you’re happy to be able to take a minute, take a breath and just enjoy the time with your family and friends. 

 

I thought it’d be nice to end the year with some good news stories. And to do that - I’m bringing on someone who literally wrote the book on it! Chris Snyder comes from the wealth management space, but now spends his time writing a fantastic blog reminding us of all the good news in the world we might not hear about or the things we should remember. And today he’s here to bring a positive light on the year and share some good news with us!

 

In 1974,as one of the pioneers in Personal Financial Planning in Canada, Chris co-founded The ECC Group, Personal Financial Advisors, one of Canada’s first broad-based Personal Financial Planning firms, staying as managing chair until 2021. During his career, he was the vice chair of the Canadian Association of Financial Planners and designed and implemented the RFP (Registered Financial Planner) program. He also wrote several bestselling books and several hundred articles on personal finance. 

 

Get a special holiday price on Chris Snyder’s book, 52+ GOOD NEWS STORIES, as well as an added discount when you buy 10 copies or more! (a great gift for your clients!) Buy your copies at https://hilborn-civilsectorpress.com/products/52-good-news-stories-holiday-offer

 

You can read Chris’s Good News Blog at http://ChrisSnyder.makeanimpact.ca

 

Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> Investment Planning Counsel false No 2055 96 full EP 95: How Charitable Giving Can Be a Powerful Business Strategy with Charitable Impact’s John Bromley EP 95: How Charitable Giving Can Be a Powerful Business Strategy with Charitable Impact’s John Bromley https://www.ipcc.ca/podcast/ep95-charitable-giving-with-john-bromley Mon, 24 Nov 2025 05:00:00 -0500 ipcdigitalmarketing.podbean.com/20dc32ff-c1af-32cc-bff5-20f334de174a We all try to give back to the community that we serve. I’ve talked about how advisors within IPC give back not only to communities in Canada but around the world. Philanthropy can also be harnessed as a game-changing strategy for client relationships, legacy planning, and business growth. Some advisors have made it a major part of their business model. Many advisors have clients that have charitable donations as a major part of their own wealth plan.

 

My guest today, John Bromley, has a very unique perspective on this topic and even built something very unique and awesome in this space - a whole platform for it. He’s redefining how donors—and their advisors—think about generosity. 

 

John Bromley, founder and CEO of Charitable Impact, Canada’s first fully online donor-advised fund that has facilitated over $1.5 billion in charitable giving. John is passionate about simplifying philanthropy and empowering individuals to create meaningful change. With a background in corporate finance and a lifelong connection to the charitable sector, John is here to share his insights on generosity and the future of giving.

 

Learn more about Charitable Impact at https://www.charitableimpact.com/

 

Pick up a copy of Chris’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> We all try to give back to the community that we serve. I’ve talked about how advisors within IPC give back not only to communities in Canada but around the world. Philanthropy can also be harnessed as a game-changing strategy for client relationships, legacy planning, and business growth. Some advisors have made it a major part of their business model. Many advisors have clients that have charitable donations as a major part of their own wealth plan.

 

My guest today, John Bromley, has a very unique perspective on this topic and even built something very unique and awesome in this space - a whole platform for it. He’s redefining how donors—and their advisors—think about generosity. 

 

John Bromley, founder and CEO of Charitable Impact, Canada’s first fully online donor-advised fund that has facilitated over $1.5 billion in charitable giving. John is passionate about simplifying philanthropy and empowering individuals to create meaningful change. With a background in corporate finance and a lifelong connection to the charitable sector, John is here to share his insights on generosity and the future of giving.

 

Learn more about Charitable Impact at https://www.charitableimpact.com/

 

Pick up a copy of Chris’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> Investment Planning Counsel false No 2907 95 full EP 94: How to Manage Your Emotions in Business and Succession Planning with Liz Doyle Harmer EP 94: How to Manage Your Emotions in Business and Succession Planning with Liz Doyle Harmer https://www.ipcc.ca/podcast/ep94-emotions-succession-planning-with-liz-doyle-harmer Mon, 10 Nov 2025 05:01:00 -0500 ipcdigitalmarketing.podbean.com/36357f87-3a38-3375-a1a4-bd42f02e6cb3 Our business isn’t just about spreadsheets, numbers and documents—it’s about people. And yet, as financial advisors, we’re often trained to lead with logic when we might be wrestling with emotion.

 

In today’s episode, we’re diving into the human side of business and succession planning—the part that doesn’t show up on a balance sheet but can make or break the entire process. How can you manage your emotions when it comes to working with your clients? How can you manage your emotions when it comes to putting together your succession plan? 

 

Today, Liz Doyle Harmer is here to share her insight. As a Transformational Leadership Coach and Facilitator, Liz supports senior leaders and teams in developing the self-awareness, emotional agility, and resilience needed to lead in today's complex environment. Her approach integrates somatic leadership practices - helping leaders recognize and shift their internal state in real time so they can lead with greater clarity, trust, empathy, and purpose. By engaging both the mind and the body, Liz helps leaders not only understand leadership - but embody it.

 

Liz's 20-year work experience spans public relations, strategy, event planning, internet marketing, and entrepreneurship. She has coached established and emerging leaders and facilitated leadership training in a broad range of organizations including Marsh McLennan, JP Morgan, Novo Nordisk, Google, RSA, Bank of America, Goodmans LLP. Lole, Hub Insurance, and Johnson & Johnson - across industries such as Financial Services, Pharmaceutical, Legal, Technology, and Non-profit.

 

Pick up a copy of Chris’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> Our business isn’t just about spreadsheets, numbers and documents—it’s about people. And yet, as financial advisors, we’re often trained to lead with logic when we might be wrestling with emotion.

 

In today’s episode, we’re diving into the human side of business and succession planning—the part that doesn’t show up on a balance sheet but can make or break the entire process. How can you manage your emotions when it comes to working with your clients? How can you manage your emotions when it comes to putting together your succession plan? 

 

Today, Liz Doyle Harmer is here to share her insight. As a Transformational Leadership Coach and Facilitator, Liz supports senior leaders and teams in developing the self-awareness, emotional agility, and resilience needed to lead in today's complex environment. Her approach integrates somatic leadership practices - helping leaders recognize and shift their internal state in real time so they can lead with greater clarity, trust, empathy, and purpose. By engaging both the mind and the body, Liz helps leaders not only understand leadership - but embody it.

 

Liz's 20-year work experience spans public relations, strategy, event planning, internet marketing, and entrepreneurship. She has coached established and emerging leaders and facilitated leadership training in a broad range of organizations including Marsh McLennan, JP Morgan, Novo Nordisk, Google, RSA, Bank of America, Goodmans LLP. Lole, Hub Insurance, and Johnson & Johnson - across industries such as Financial Services, Pharmaceutical, Legal, Technology, and Non-profit.

 

Pick up a copy of Chris’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> Investment Planning Counsel false No 2581 94 full EP 93: Creating Client Experiences That WOW Your Clients with IPC’s Alex Safarova EP 93: Creating Client Experiences That WOW Your Clients with IPC’s Alex Safarova https://www.ipcc.ca/podcast/ep93-client-experience-with-alex-safarova Mon, 27 Oct 2025 05:01:00 -0400 ipcdigitalmarketing.podbean.com/5f5ce311-2d6f-3a57-8e8c-9bc1d7b77533 I’ve said it before and I’ll say it again - there’s no better way to build a business, especially in the wealth management space - than through a great client experience. Give your clients an experience that makes them feel seen, heard and appreciated and they’ll THEIR friends and family all about you. 

 

Yet so many advisors only focus on the products they are selling, or the plans, or the price they are charging.  I am not saying these are unimportant, but they treat this as something that is secondary or just go through the motions. In today’s world, with so many great technological tools available, you have a great opportunity to create unique client experiences that tailors to your clients and even makes it fun for YOU to interact with them! 

 

So, what’s working for advisors today? What are these tools? And what should you think about when you’re creating a great client experience for YOUR business?

 

Joining me today to talk all about the client experience and sharing some great examples and tools advisors can start using today is Alex Safarova, Brand & Advisor Marketing Manager at IPC. She has spent her whole career helping advisors design great experiences that really WOW clients.  This has led to happier clients, higher retention and so many referrals. 

 

Find Alex on LinkedIn at https://www.linkedin.com/in/alex-safarova-4a058412/ 

 

Pick up a copy of Chris’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> I’ve said it before and I’ll say it again - there’s no better way to build a business, especially in the wealth management space - than through a great client experience. Give your clients an experience that makes them feel seen, heard and appreciated and they’ll THEIR friends and family all about you. 

 

Yet so many advisors only focus on the products they are selling, or the plans, or the price they are charging.  I am not saying these are unimportant, but they treat this as something that is secondary or just go through the motions. In today’s world, with so many great technological tools available, you have a great opportunity to create unique client experiences that tailors to your clients and even makes it fun for YOU to interact with them! 

 

So, what’s working for advisors today? What are these tools? And what should you think about when you’re creating a great client experience for YOUR business?

 

Joining me today to talk all about the client experience and sharing some great examples and tools advisors can start using today is Alex Safarova, Brand & Advisor Marketing Manager at IPC. She has spent her whole career helping advisors design great experiences that really WOW clients.  This has led to happier clients, higher retention and so many referrals. 

 

Find Alex on LinkedIn at https://www.linkedin.com/in/alex-safarova-4a058412/ 

 

Pick up a copy of Chris’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> Investment Planning Counsel false No 2398 93 full EP 92: Bringing Humanity into Negotiations with Fotini Iconomopoulos EP 92: Bringing Humanity into Negotiations with Fotini Iconomopoulos https://www.ipcc.ca/podcast/ep92-negotiating-with-fotini-iconomopoulos Tue, 14 Oct 2025 05:00:00 -0400 ipcdigitalmarketing.podbean.com/dde5c5e6-4f3c-37a9-b515-3ae3c5b19a65 Negotiations happen every single day in our lives. Whether we’re dealing with a major business opportunity or just trying to change lanes on the 401. Even though we’re trying to accomplish something, we’re still humans. So how do we negotiate and work to get an outcome that is win-win while keeping and building a relationship with the other party? Do all negotiations have to be so tough? Today’s guest is here to talk about bringing humanity into negotiating in our lives and reminds us that negotiations don’t always follow a one-size fits all approach.

 

Joining me today is Fotini Iconomopoulos. For over a decade, after working in over 170 industries, Fotini Iconomopoulos has been the person that companies like Ford, Microsoft, MIT, Nestle, Purina, Rolls Royce and Walmart call to help them through their high stakes negotiations or upgrade their negotiation, communication and persuasion skills. She’s the author of the best-selling book “Say Less, Get More: Unconventional Negotiation Techniques to Get What You Want”

 

Learn more about Fotini and find her book at https://fotiniicon.com/ 

 

Pick up a copy of Chris’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> Negotiations happen every single day in our lives. Whether we’re dealing with a major business opportunity or just trying to change lanes on the 401. Even though we’re trying to accomplish something, we’re still humans. So how do we negotiate and work to get an outcome that is win-win while keeping and building a relationship with the other party? Do all negotiations have to be so tough? Today’s guest is here to talk about bringing humanity into negotiating in our lives and reminds us that negotiations don’t always follow a one-size fits all approach.

 

Joining me today is Fotini Iconomopoulos. For over a decade, after working in over 170 industries, Fotini Iconomopoulos has been the person that companies like Ford, Microsoft, MIT, Nestle, Purina, Rolls Royce and Walmart call to help them through their high stakes negotiations or upgrade their negotiation, communication and persuasion skills. She’s the author of the best-selling book “Say Less, Get More: Unconventional Negotiation Techniques to Get What You Want”

 

Learn more about Fotini and find her book at https://fotiniicon.com/ 

 

Pick up a copy of Chris’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> Investment Planning Counsel false No 2490 92 full EP 91: Recent Survey Findings Amongst Advisors and Investors on Succession Planning with IPC’s John Novachis EP 91: Recent Survey Findings Amongst Advisors and Investors on Succession Planning with IPC’s John Novachis https://www.ipcc.ca/podcast/ep91-succession-planning-with-john-novachis Mon, 29 Sep 2025 05:01:00 -0400 ipcdigitalmarketing.podbean.com/88c3c048-80ed-3609-b572-4e7b9885b382 Earlier this year, IPC conducted a survey of Canadian Advisors & Investors to learn more about how they think and feel about succession planning. As many advisors are reaching retirement age, we wanted to learn more about what’s important to advisors at this time. Plus, we wanted to hear from investors and find out what was important to them as advisors start to retire.

 

The data has been fascinating to dig through! Joining me today to talk about it and to share what YOU need to know as you plan your succession plan is John Novachis, Executive Vice President of Advisor Growth and Succession at IPC.

 

Pick up a copy of Chris’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.com 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> Earlier this year, IPC conducted a survey of Canadian Advisors & Investors to learn more about how they think and feel about succession planning. As many advisors are reaching retirement age, we wanted to learn more about what’s important to advisors at this time. Plus, we wanted to hear from investors and find out what was important to them as advisors start to retire.

 

The data has been fascinating to dig through! Joining me today to talk about it and to share what YOU need to know as you plan your succession plan is John Novachis, Executive Vice President of Advisor Growth and Succession at IPC.

 

Pick up a copy of Chris’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.com 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> Investment Planning Counsel false No 2522 91 full EP 90: The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom EP 90: The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom https://www.ipcc.ca/podcast/ep90-six-circles-book-with-chris-reynolds Mon, 15 Sep 2025 05:01:00 -0400 ipcdigitalmarketing.podbean.com/b7fd0bc5-2666-32d9-8956-79a0343d92f8 The day is finally here! My new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom” is out! 

 

For 30 years, I have been an entrepreneur in the wealth management industry, both as an Advisor and as an entrepreneur who helped roll up the business through 27 transactions.  I have bought businesses, sold businesses, and helped over 115 Advisors with their own succession plans. I’ve taken all the knowledge, experience, mistakes and lessons into this 2 year labour of love and now I can’t wait to tell you about it. 

 

To pick up a copy of my book, visit http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> The day is finally here! My new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom” is out! 

 

For 30 years, I have been an entrepreneur in the wealth management industry, both as an Advisor and as an entrepreneur who helped roll up the business through 27 transactions.  I have bought businesses, sold businesses, and helped over 115 Advisors with their own succession plans. I’ve taken all the knowledge, experience, mistakes and lessons into this 2 year labour of love and now I can’t wait to tell you about it. 

 

To pick up a copy of my book, visit http://chrissreynolds.ca 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> Investment Planning Counsel false No 1184 90 full EP 89: Understanding Alternative Investments and Fintech with Sagard CEO Paul Desmarais III EP 89: Understanding Alternative Investments and Fintech with Sagard CEO Paul Desmarais III https://www.ipcc.ca/podcast/ep89-alternative-investments-with-paul-Paul-Desmarais-III Mon, 08 Sep 2025 05:00:00 -0400 ipcdigitalmarketing.podbean.com/d1d2bcb0-c47c-3718-aabd-4ad25a7acfbc Welcome to our fourth season of Turning the Page! 

 

Over the course of the show, we’ve talked about new kinds of alternative investment strategies for clients as well as the growth in the Fintech industry.

 

To talk to us today about these topics is someone that knows them very well: Paul Desmarais III, the Chairman and CEO of Sagard, an alternative asset management firm active in venture capital, private equity, credit, and real estate.

 

Paul has led Sagard since 2016, along with a handful of close partners bound by a common vision: build one of the best-performing investment firms globally. Sagard has experienced outstanding growth, with assets under management increasing to over $30B.

 

Under Paul, Sagard has built a global network of expertise that helps companies lead, embrace, and stay ahead of disruptive trends, expanding activity in North America, Europe, and the Middle East. The team is behind some of the largest technology success stories in Canada such as Wealthsimple, Koho, Nesto, and Dialogue. Sagard is also behind incredible international entrepreneurial journeys such as the growth of Ceva Sante Animale, the creation of Kiloutou as a French equipment rental champion, and the creation of Alan in the insurance space in France.

 

Within the Sagard ecosystem, Paul is the Executive Chairman and Co-Founder of Portage (fintech & financial services investing) and the Chairman and Co-Founder of Diagram (venture builder). Within the investment portfolios, he is the Chairman of Wealthsimple, Novisto, and Sagard Wealth, and a director of Nesto and Midas.

 

Prior to his current role, Paul worked at Goldman Sachs in the Investment Banking Division, Investment Strategy Group and Special Situations Group, Imerys S.A. in supply chain management and strategy, and Great-West Lifeco Inc. in risk management. He has earned a B.A. in Economics from Harvard College and holds an MBA from INSEAD.

 

Please visit sagard.com if you would like to learn more. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> Welcome to our fourth season of Turning the Page! 

 

Over the course of the show, we’ve talked about new kinds of alternative investment strategies for clients as well as the growth in the Fintech industry.

 

To talk to us today about these topics is someone that knows them very well: Paul Desmarais III, the Chairman and CEO of Sagard, an alternative asset management firm active in venture capital, private equity, credit, and real estate.

 

Paul has led Sagard since 2016, along with a handful of close partners bound by a common vision: build one of the best-performing investment firms globally. Sagard has experienced outstanding growth, with assets under management increasing to over $30B.

 

Under Paul, Sagard has built a global network of expertise that helps companies lead, embrace, and stay ahead of disruptive trends, expanding activity in North America, Europe, and the Middle East. The team is behind some of the largest technology success stories in Canada such as Wealthsimple, Koho, Nesto, and Dialogue. Sagard is also behind incredible international entrepreneurial journeys such as the growth of Ceva Sante Animale, the creation of Kiloutou as a French equipment rental champion, and the creation of Alan in the insurance space in France.

 

Within the Sagard ecosystem, Paul is the Executive Chairman and Co-Founder of Portage (fintech & financial services investing) and the Chairman and Co-Founder of Diagram (venture builder). Within the investment portfolios, he is the Chairman of Wealthsimple, Novisto, and Sagard Wealth, and a director of Nesto and Midas.

 

Prior to his current role, Paul worked at Goldman Sachs in the Investment Banking Division, Investment Strategy Group and Special Situations Group, Imerys S.A. in supply chain management and strategy, and Great-West Lifeco Inc. in risk management. He has earned a B.A. in Economics from Harvard College and holds an MBA from INSEAD.

 

Please visit sagard.com if you would like to learn more. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers!

Chris

]]> Investment Planning Counsel false No 2920 89 full EP 88: Chris Shares The 10 Lessons He’s Learned Over His 30+ Year Career EP 88: Chris Shares The 10 Lessons He’s Learned Over His 30+ Year Career https://www.ipcc.ca/podcast/ep88-10-things-learned-with-chris-reynolds Mon, 04 Aug 2025 05:00:00 -0400 ipcdigitalmarketing.podbean.com/492be635-9cdd-33f6-8df8-19655a857bd0 I’ve been in business for over 30 years now and over those 30 years, you learn a few things! I’ve learned not only what to do, but also what NOT to do. 

 

Recently when talking to a group of advisors about their business, some advisors asked me what I have learned over my time in the business. 

 

I thought about this for a while and there's at least 10 major lessons that if implemented would make their life way better. Most of these lessons I have either stole from other people or simply observed bad behavior in other people and swore to myself I would not repeat their mistakes or be anything like that.

 

Today to wrap up our podcast season, I’m sharing them with you. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

]]> I’ve been in business for over 30 years now and over those 30 years, you learn a few things! I’ve learned not only what to do, but also what NOT to do. 

 

Recently when talking to a group of advisors about their business, some advisors asked me what I have learned over my time in the business. 

 

I thought about this for a while and there's at least 10 major lessons that if implemented would make their life way better. Most of these lessons I have either stole from other people or simply observed bad behavior in other people and swore to myself I would not repeat their mistakes or be anything like that.

 

Today to wrap up our podcast season, I’m sharing them with you. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

]]> Investment Planning Counsel false No 1389 88 full EP 87: Executing a Successful Succession Plan While Keeping It in the Family with Ken and Ryan White EP 87: Executing a Successful Succession Plan While Keeping It in the Family with Ken and Ryan White https://www.ipcc.ca/podcast/ep87-succession-planning-with-ken-ryan-white Mon, 21 Jul 2025 05:00:00 -0400 ipcdigitalmarketing.podbean.com/152065cb-4831-3769-ba1e-b1dc96f78244 Many advisors would love to keep their business in the family. They’ve spent years growing it and now maybe a son or daughter would love to take over and keep the family tradition going. Today we’re talking to a father-son duo who is doing just that: Ken White and Ryan White with Guelph Financial in Guelph, Ontario.

 

Ken White is a Financial Consultant who has worked in the financial industry since 1992. In addition to his full financial and estate planning services, he has become passionate about helping families with special needs. Now an expert in the area of little-known government programs like RDSP’s and Henson Trust’s, Ken is able to add extra value that is not normally presented, to those who need it most. 

 

Ryan White is a Financial Advisor who joined Guelph Financial in 2017 after getting his start in the Financial Industry in the spring of 2000.  Across two of Canada’s Big Five Banks, Ryan began his career as a Bank Teller and worked his way up through Advisory roles eventually earning the title of Branch Manager, where he led and motivated teams to achieve results. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

]]> Many advisors would love to keep their business in the family. They’ve spent years growing it and now maybe a son or daughter would love to take over and keep the family tradition going. Today we’re talking to a father-son duo who is doing just that: Ken White and Ryan White with Guelph Financial in Guelph, Ontario.

 

Ken White is a Financial Consultant who has worked in the financial industry since 1992. In addition to his full financial and estate planning services, he has become passionate about helping families with special needs. Now an expert in the area of little-known government programs like RDSP’s and Henson Trust’s, Ken is able to add extra value that is not normally presented, to those who need it most. 

 

Ryan White is a Financial Advisor who joined Guelph Financial in 2017 after getting his start in the Financial Industry in the spring of 2000.  Across two of Canada’s Big Five Banks, Ryan began his career as a Bank Teller and worked his way up through Advisory roles eventually earning the title of Branch Manager, where he led and motivated teams to achieve results. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

]]> Investment Planning Counsel false No 1995 87 full EP 86: How ClearEstate Helps Advisors and Their Clients with Estate Planning with Devon Miller EP 86: How ClearEstate Helps Advisors and Their Clients with Estate Planning with Devon Miller https://www.ipcc.ca/podcast/ep86-estate-planning-clear-estate-with-devon-miller Mon, 07 Jul 2025 05:00:00 -0400 ipcdigitalmarketing.podbean.com/640760b1-0663-35b1-b3ca-78734399ba9a Estate planning should be integrated into every wealth advisor’s planning process.

 

One of the new technology tools that has been developed to help with estate planning is ClearEstate, an end-to-end technological and service platform supporting estate planning and settlement across Canada and the USA. I’ve personally become a big fan of what they’re working on. I’m also a client. I believe before you offer anything to your clients, you should first see if you think it provides value and I can’t speak highly enough about their process. 

 

In our last episode, we spoke with Davide Pisanu, the Co-Founder and CEO on his entrepreneurial journey to build the platform. Today we’re talking about how advisors can harness it to help not only their clients but to also grow their business. 

 

Joining us today to talk about this is Devon Miller, the Director, Strategic Partnerships for ClearEstate. He is a Certified Executor Advisor and is pursuing his MTI (Estate & Trust Professional) designation with the Canadian Securities Institute. In his current role, he most often works with enterprise partners in the wealth management and insurance industries to help develop their estate programs and support their field leadership in program management, training, and distribution.

 

Learn more about ClearEstate at http://www.clearestate.com 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

 

]]> Estate planning should be integrated into every wealth advisor’s planning process.

 

One of the new technology tools that has been developed to help with estate planning is ClearEstate, an end-to-end technological and service platform supporting estate planning and settlement across Canada and the USA. I’ve personally become a big fan of what they’re working on. I’m also a client. I believe before you offer anything to your clients, you should first see if you think it provides value and I can’t speak highly enough about their process. 

 

In our last episode, we spoke with Davide Pisanu, the Co-Founder and CEO on his entrepreneurial journey to build the platform. Today we’re talking about how advisors can harness it to help not only their clients but to also grow their business. 

 

Joining us today to talk about this is Devon Miller, the Director, Strategic Partnerships for ClearEstate. He is a Certified Executor Advisor and is pursuing his MTI (Estate & Trust Professional) designation with the Canadian Securities Institute. In his current role, he most often works with enterprise partners in the wealth management and insurance industries to help develop their estate programs and support their field leadership in program management, training, and distribution.

 

Learn more about ClearEstate at http://www.clearestate.com 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

 

]]> Investment Planning Counsel false No 1930 86 full EP 85: Reimagining the Estate Planning Process with Modern Technology with ClearEstate CEO Davide Pisanu EP 85: Reimagining the Estate Planning Process with Modern Technology with ClearEstate CEO Davide Pisanu https://www.ipcc.ca/podcast/ep85-estate-planning-with-davide-pisanu Mon, 23 Jun 2025 05:00:00 -0400 ipcdigitalmarketing.podbean.com/795b7288-6b99-3ce4-a6cc-58a12de39b99 A lawyer. A McKinsey consultant. A Cirque du Soleil executive. And now, the co-founder of a company that is reimagining one of the most complex and emotionally charged areas of personal finance: estate planning.

 

Davide Pisanu’s journey to launching ClearEstate isn’t your typical startup origin story. It’s not everyday that one’s journey goes through not only meeting rooms but some of the world’s biggest stages. But that range of experience is exactly what makes his perspective so valuable—especially for financial advisors looking to think differently, operate more efficiently, and ultimately build businesses that last.

 

In this conversation, we get into why cross-industry thinking is a superpower, and what it really takes to build a tech platform inside a space that's been mostly paper and probate for decades. 

 

Davide Pisanu is the Co-Founder and CEO of ClearEstate - an end-to-end technological and service platform supporting estate planning and settlement across Canada and the USA.

 

Davide is an experienced senior executive, professional and entrepreneur. He played a key role in the transformation of Cirque du Soleil as VP Strategy and Transformation, as well as SVP of the Resident Shows and the Affiliated Companies division. He co-founded Montreal-based boutique strategy firm Juniper and continues to act as advisor and investor in various startups. At McKinsey, he was a leader in the N.A. institutional investor as well as asset management practices. Davide spent the first decade of his professional life as a lawyer at Davis Polk & Wardwell as well as a senior counsel within the foreign affairs portfolio of the GoC. Davide holds an MBA and a J.D. from McGill University, as well as an LLM from the London School of Economics.

 

Learn more about ClearEstate at http://www.clearestate.com 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

 

]]> A lawyer. A McKinsey consultant. A Cirque du Soleil executive. And now, the co-founder of a company that is reimagining one of the most complex and emotionally charged areas of personal finance: estate planning.

 

Davide Pisanu’s journey to launching ClearEstate isn’t your typical startup origin story. It’s not everyday that one’s journey goes through not only meeting rooms but some of the world’s biggest stages. But that range of experience is exactly what makes his perspective so valuable—especially for financial advisors looking to think differently, operate more efficiently, and ultimately build businesses that last.

 

In this conversation, we get into why cross-industry thinking is a superpower, and what it really takes to build a tech platform inside a space that's been mostly paper and probate for decades. 

 

Davide Pisanu is the Co-Founder and CEO of ClearEstate - an end-to-end technological and service platform supporting estate planning and settlement across Canada and the USA.

 

Davide is an experienced senior executive, professional and entrepreneur. He played a key role in the transformation of Cirque du Soleil as VP Strategy and Transformation, as well as SVP of the Resident Shows and the Affiliated Companies division. He co-founded Montreal-based boutique strategy firm Juniper and continues to act as advisor and investor in various startups. At McKinsey, he was a leader in the N.A. institutional investor as well as asset management practices. Davide spent the first decade of his professional life as a lawyer at Davis Polk & Wardwell as well as a senior counsel within the foreign affairs portfolio of the GoC. Davide holds an MBA and a J.D. from McGill University, as well as an LLM from the London School of Economics.

 

Learn more about ClearEstate at http://www.clearestate.com 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

 

]]> Investment Planning Counsel false No 2498 85 full EP 84: How Advisors Can Create Authentic Content to Grow their Business with Matt Haze EP 84: How Advisors Can Create Authentic Content to Grow their Business with Matt Haze https://www.ipcc.ca/podcast/ep84-podcasts-content-with-matt-haze Mon, 09 Jun 2025 05:00:00 -0400 ipcdigitalmarketing.podbean.com/84679b66-ddb7-3ffe-a833-5bf2b5f9dca2 Think you need a podcast, but not sure what to say into the mic? Want to post on social media, but not sure what to say?

 

In this episode, Chris flips the script and interviews his longtime podcast producer, Matt Haze, on what actually works—and what absolutely doesn’t—when it comes to creating content that builds your brand and gets you business. They dig into why authenticity beats polish and how to stop sounding like every other advisor on the internet. 

 

Matt Haze is the Founder of Haze Creative, a boutique media production company that creates media brands designed to make an audience laugh and think while building a community. Over the last 25 years, Matt has done it all in media and entertainment: radio, TV, comedy and live events all around the world. Today, Haze Creative works with organizations to help them create authentic and cleverly crafted content that not only resonates with potential and current clients but helps advisors show their personality. His company not only helps with building community online but also at in person events.

 

Learn more about Matt at http://instagram.com/matthaze and http://hazecreative.co 

 

Three Most Important Takeaways:

  1. Authenticity Wins: The most successful financial advisors don’t just share facts—they share who they are. People do business with people they like, and your content should make people feel like they already know you.
  2. Don’t DIY Everything: Yes, anyone can buy a mic. But if you want your content to actually drive results, outsource the production so you can focus on your voice, not editing software.
  3. Your Podcast is a Trust Builder, Not a Sales Pitch: Think of it as a conversation at a coffee shop, not a keynote. You're creating warm leads by letting people eavesdrop on the real you.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Think you need a podcast, but not sure what to say into the mic? Want to post on social media, but not sure what to say?

 

In this episode, Chris flips the script and interviews his longtime podcast producer, Matt Haze, on what actually works—and what absolutely doesn’t—when it comes to creating content that builds your brand and gets you business. They dig into why authenticity beats polish and how to stop sounding like every other advisor on the internet. 

 

Matt Haze is the Founder of Haze Creative, a boutique media production company that creates media brands designed to make an audience laugh and think while building a community. Over the last 25 years, Matt has done it all in media and entertainment: radio, TV, comedy and live events all around the world. Today, Haze Creative works with organizations to help them create authentic and cleverly crafted content that not only resonates with potential and current clients but helps advisors show their personality. His company not only helps with building community online but also at in person events.

 

Learn more about Matt at http://instagram.com/matthaze and http://hazecreative.co 

 

Three Most Important Takeaways:

  1. Authenticity Wins: The most successful financial advisors don’t just share facts—they share who they are. People do business with people they like, and your content should make people feel like they already know you.
  2. Don’t DIY Everything: Yes, anyone can buy a mic. But if you want your content to actually drive results, outsource the production so you can focus on your voice, not editing software.
  3. Your Podcast is a Trust Builder, Not a Sales Pitch: Think of it as a conversation at a coffee shop, not a keynote. You're creating warm leads by letting people eavesdrop on the real you.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 2619 84 full EP 83: From Client Experiences to Succession Planning: Chris Reynolds Answers the Most Asked Questions From Advisors EP 83: From Client Experiences to Succession Planning: Chris Reynolds Answers the Most Asked Questions From Advisors https://www.ipcc.ca/podcast/ep83-client-experience-succession-planning--with-chris-reynolds Mon, 26 May 2025 05:00:00 -0400 ipcdigitalmarketing.podbean.com/3c6ab429-a5fa-3796-aa86-5848c4a77236 Every day, I speak with financial advisors all across Canada and from around the world. I love helping people take their business to the next level. This week on the podcast, I’m sharing some of the most asked questions I get and sharing the same knowledge they get with you. 

 

Things we’ll talk about include…

 

  1. With everything that is going on, what should I be doing with my business? What should I be talking about with my advisors?
  2. What’s the best way to grow my business?
  3. I’m feeling burnt out. What should I do?
  4. How do I start my succession planning?
  5. How do I know how much my book of business is worth?

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris            

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast  

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Every day, I speak with financial advisors all across Canada and from around the world. I love helping people take their business to the next level. This week on the podcast, I’m sharing some of the most asked questions I get and sharing the same knowledge they get with you. 

 

Things we’ll talk about include…

 

  1. With everything that is going on, what should I be doing with my business? What should I be talking about with my advisors?
  2. What’s the best way to grow my business?
  3. I’m feeling burnt out. What should I do?
  4. How do I start my succession planning?
  5. How do I know how much my book of business is worth?

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris            

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast  

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 1847 83 full EP 82: What Advisors Get Wrong About the Digital Client Experience with AdvisorFlow’s Brandon Chapman EP 82: What Advisors Get Wrong About the Digital Client Experience with AdvisorFlow’s Brandon Chapman https://www.ipcc.ca/podcast/ep82-digital-client-experience-with-brandon-chapman Mon, 12 May 2025 05:01:00 -0400 ipcdigitalmarketing.podbean.com/4f0a41d7-91cb-357a-947f-39273310a555 This episode is all about what happens when a financial advisor decides "there's got to be a better way"—and then builds it. Brandon Chapman, Founder of AdvisorFlow, joins me to talk about his journey from bootstrapping his advisory business in a basement apartment to leading one of Canada's rising fintech platforms. We get into what clients actually want, why most digital experiences still feel like 2007, and how to scale without losing your human touch. 

 

Brandon Chapman, CFP, is a financial advisor and entrepreneur with over a decade of experience operating his own advisory practice. He is also a key contributor at AdvisorFlow, a fintech company focused on streamlining the digital onboarding experience for advisors and their clients. Brandon is passionate about elevating the digital client experience and helping advisors modernize their practice through thoughtful technology, storytelling, and a strong online presence.

 

Things to Ponder from This Show…

  1. The Client Experience Is the Brand: Whether digital or in-person, every interaction shapes how clients talk about you. A remarkable experience earns referrals; an unremarkable one does the opposite.
  2. Most Digital Experiences Are Still Broken: Advisors often mistake tech for PDFs with a logo. Today’s clients expect seamless, intuitive experiences like they get from Apple or Amazon—and anything less is a liability.
  3. Tech Enables Scale, but Human Touch Builds Trust: Tools like Advisor Flow help advisors grow by automating onboarding and compliance—but trust is still earned through planning-first conversations, not just product pitches.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> This episode is all about what happens when a financial advisor decides "there's got to be a better way"—and then builds it. Brandon Chapman, Founder of AdvisorFlow, joins me to talk about his journey from bootstrapping his advisory business in a basement apartment to leading one of Canada's rising fintech platforms. We get into what clients actually want, why most digital experiences still feel like 2007, and how to scale without losing your human touch. 

 

Brandon Chapman, CFP, is a financial advisor and entrepreneur with over a decade of experience operating his own advisory practice. He is also a key contributor at AdvisorFlow, a fintech company focused on streamlining the digital onboarding experience for advisors and their clients. Brandon is passionate about elevating the digital client experience and helping advisors modernize their practice through thoughtful technology, storytelling, and a strong online presence.

 

Things to Ponder from This Show…

  1. The Client Experience Is the Brand: Whether digital or in-person, every interaction shapes how clients talk about you. A remarkable experience earns referrals; an unremarkable one does the opposite.

  2. Most Digital Experiences Are Still Broken: Advisors often mistake tech for PDFs with a logo. Today’s clients expect seamless, intuitive experiences like they get from Apple or Amazon—and anything less is a liability.

  3. Tech Enables Scale, but Human Touch Builds Trust: Tools like Advisor Flow help advisors grow by automating onboarding and compliance—but trust is still earned through planning-first conversations, not just product pitches.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris



]]> Investment Planning Counsel false No 1959 82 full EP 81: Harnessing The Law of Zero for Entrepreneurial Clarity and Growth with Chad Hardy EP 81: Harnessing The Law of Zero for Entrepreneurial Clarity and Growth with Chad Hardy https://www.ipcc.ca/podcast/ep81-law-of-zero-manifestation-with-chad-hardy Mon, 28 Apr 2025 05:00:00 -0400 ipcdigitalmarketing.podbean.com/f3a71285-32fd-36ae-84b6-b149aa82693e Today on the show, Chad Hardy—a man who went from getting excommunicated by the Mormon church for creating a controversial calendar (yep, that happened) to building a successful business and life based on something he calls the Law of Zero. We talk about hitting rock bottom, letting go of revenge, and the five steps he uses to help people (and himself) realign with what actually matters. 

 

Chad Michael Hardy is an entrepreneur and the author of “LAW OF ZERO: The Journey to Awakening Your Authentic Self, Unlocking Your Infinite Power, And Taking Control Of Your Life.” Chad has a proven track record of building people up and bringing people together by producing community and corporate events. An award-winning entrepreneur, he founded the flourishing team building company, AdVenture Games Inc. Since his discovery of the Law of Zero, Chad has channeled the multitude of personal challenges and triumphs of his life into helping others find their authentic joy and their true self.

 

Learn more about Chad at http://chadhardy.com 

 

Get a copy of LAW OF ZERO at https://www.lawofzerobook.com/ 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Today on the show, Chad Hardy—a man who went from getting excommunicated by the Mormon church for creating a controversial calendar (yep, that happened) to building a successful business and life based on something he calls the Law of Zero. We talk about hitting rock bottom, letting go of revenge, and the five steps he uses to help people (and himself) realign with what actually matters. 

 

Chad Michael Hardy is an entrepreneur and the author of “LAW OF ZERO: The Journey to Awakening Your Authentic Self, Unlocking Your Infinite Power, And Taking Control Of Your Life.” Chad has a proven track record of building people up and bringing people together by producing community and corporate events. An award-winning entrepreneur, he founded the flourishing team building company, AdVenture Games Inc. Since his discovery of the Law of Zero, Chad has channeled the multitude of personal challenges and triumphs of his life into helping others find their authentic joy and their true self.

 

Learn more about Chad at http://chadhardy.com 

 

Get a copy of LAW OF ZERO at https://www.lawofzerobook.com/ 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 2486 81 full EP 80: Why Women Pay More: The Truth About the Pink Tax with Janine Rogan EP 80: Why Women Pay More: The Truth About the Pink Tax with Janine Rogan https://www.ipcc.ca/podcast/ep80-women-wealth-with-janine-rogan Mon, 14 Apr 2025 05:00:00 -0400 ipcdigitalmarketing.podbean.com/588f0d0b-b704-3b6b-adff-a16fb35d1d12 In this episode, we sit down with Janine Rogan, a financial expert and author passionate about empowering individuals—especially women—to build wealth and take control of their financial futures. Janine shares insights from her book The Pink Tax, diving into the hidden costs women face in the economy, practical strategies for financial independence, and the power of shifting your money mindset. 

 

Janine Rogan, CPA is the founder and CEO of The Wealth Building Academy Inc. and an award-winning CPA. Her mission is to educate and empower women to confidently and profitably grow their wealth, through financial equality for all. She has been featured in international media and has delivered keynotes to thousands of individuals and companies around the world. She’s also the cohost of the Pink Tax Podcast—where she and Tara Faria smash the patriarchy one dollar at a time. Janine is a University of Alberta alumna, born and raised in Edmonton, Canada, and is currently pursuing her Master of Economics of Sustainability at Torrens University in Adelaide, Australia.

 

In Janine book “The Pink Tax: Dismantling a Financial System Designed to Keep Women Broke,” she draws from multiple studies, researched statistics, and her own experiences to shine a spotlight on the gender wage gap and the state of female wealth

 

Three Key Takeaways

  • The Pink Tax Is Real – Women often face higher costs for everyday goods and services, from personal care products to financial fees, making financial independence even more challenging.
  • Mindset Matters in Wealth-Building – Changing how you think about money—especially overcoming limiting beliefs—is crucial for long-term financial success.
  • Small Steps Lead to Big Changes – Janine emphasizes that you don’t need to be wealthy to start investing and building financial security. Small, intentional steps can create significant financial freedom over time.

 

Get a copy of Janine’s book HERE.

You can check out Janine’s podcast on Spotify or Apple Podcasts.

Follow Janine on Instagram or LinkedIn. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> In this episode, we sit down with Janine Rogan, a financial expert and author passionate about empowering individuals—especially women—to build wealth and take control of their financial futures. Janine shares insights from her book The Pink Tax, diving into the hidden costs women face in the economy, practical strategies for financial independence, and the power of shifting your money mindset. 

 

Janine Rogan, CPA is the founder and CEO of The Wealth Building Academy Inc. and an award-winning CPA. Her mission is to educate and empower women to confidently and profitably grow their wealth, through financial equality for all. She has been featured in international media and has delivered keynotes to thousands of individuals and companies around the world. She’s also the cohost of the Pink Tax Podcast—where she and Tara Faria smash the patriarchy one dollar at a time. Janine is a University of Alberta alumna, born and raised in Edmonton, Canada, and is currently pursuing her Master of Economics of Sustainability at Torrens University in Adelaide, Australia.

 

In Janine book “The Pink Tax: Dismantling a Financial System Designed to Keep Women Broke,” she draws from multiple studies, researched statistics, and her own experiences to shine a spotlight on the gender wage gap and the state of female wealth

 

Three Key Takeaways

  • The Pink Tax Is Real – Women often face higher costs for everyday goods and services, from personal care products to financial fees, making financial independence even more challenging.
  • Mindset Matters in Wealth-Building – Changing how you think about money—especially overcoming limiting beliefs—is crucial for long-term financial success.
  • Small Steps Lead to Big Changes – Janine emphasizes that you don’t need to be wealthy to start investing and building financial security. Small, intentional steps can create significant financial freedom over time.

 

Get a copy of Janine’s book HERE.

You can check out Janine’s podcast on Spotify or Apple Podcasts.

Follow Janine on Instagram or LinkedIn. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 1822 80 full EP 79: Managing Portfolios and Investor Behavior in a Complex Economy with Felipe Toews EP 79: Managing Portfolios and Investor Behavior in a Complex Economy with Felipe Toews https://www.ipcc.ca/podcast/ep79-behavorial-science-with-felipe-toews Mon, 31 Mar 2025 05:00:00 -0400 ipcdigitalmarketing.podbean.com/137d19b3-8c7c-3131-8ac9-87109c9f438a In this episode, we dive into the fascinating world of behavioral finance with Felipe Toews, CEO and Portfolio Manager of Toews Asset Management and co-founder of the Behavioral Investing Institute. Felipe shares his journey from Kansas to New York, detailing his early struggles, the lessons learned from market crashes, and how he built a business around helping financial advisors and investors navigate market uncertainty.

We discuss why traditional portfolio strategies might be flawed, the role of behavioral coaching in wealth management, and Felipe’s new book, “The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy.”

You can pick up a copy of Felipe’s book on Amazon: https://a.co/d/5ULq3nR 

  • Three Major Takeaways from the episode… Investor Behavior Drives Success (or Failure): Many investment mistakes stem from emotional decision-making. Understanding and managing investor behavior is just as crucial as portfolio strategy.
  • Traditional Portfolios May Be Flawed: The classic 60/40 portfolio approach doesn't always protect investors from extreme market downturns. Felipe advocates for a more adaptive, risk-aware investment strategy.
  • Financial Advisors Must Be Behavioral Coaches: It's not just about managing money—it’s about managing client emotions, expectations, and decision-making to help them stay on track for long-term success.

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

Cheers, Chris

 

]]> In this episode, we dive into the fascinating world of behavioral finance with Felipe Toews, CEO and Portfolio Manager of Toews Asset Management and co-founder of the Behavioral Investing Institute. Felipe shares his journey from Kansas to New York, detailing his early struggles, the lessons learned from market crashes, and how he built a business around helping financial advisors and investors navigate market uncertainty.

We discuss why traditional portfolio strategies might be flawed, the role of behavioral coaching in wealth management, and Felipe’s new book, “The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy.”

You can pick up a copy of Felipe’s book on Amazon: https://a.co/d/5ULq3nR 

  • Three Major Takeaways from the episode…
    Investor Behavior Drives Success (or Failure): Many investment mistakes stem from emotional decision-making. Understanding and managing investor behavior is just as crucial as portfolio strategy.
  • Traditional Portfolios May Be Flawed: The classic 60/40 portfolio approach doesn't always protect investors from extreme market downturns. Felipe advocates for a more adaptive, risk-aware investment strategy.
  • Financial Advisors Must Be Behavioral Coaches: It's not just about managing money—it’s about managing client emotions, expectations, and decision-making to help them stay on track for long-term success.

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast            

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

Cheers,
Chris

 

]]> Investment Planning Counsel false No 2335 79 full EP 78: From Frustration to Loyalty: How a Hotel’s Response to a Mistake Turned Chris Into a Loyal Fan EP 78: From Frustration to Loyalty: How a Hotel’s Response to a Mistake Turned Chris Into a Loyal Fan https://www.ipcc.ca/podcast/ep78-chris-solo-client-experience-hotel-birthday-experience Mon, 17 Mar 2025 05:00:00 -0400 ipcdigitalmarketing.podbean.com/bfdf5c20-c647-38aa-b453-0e9eccac0d4f Exceptional customer service isn’t about avoiding mistakes—it’s about how you handle them when they happen. In this episode, we explore the power of trust, the importance of standing by your brand values, and how one luxury hotel turned a major booking mishap into an unforgettable experience. Learn how businesses that go above and beyond to make things right not only win back customers but turn them into lifelong advocates.

Three Biggest Takeaways:

  • How to Turn a Negative Experience into a Positive One – Learn why fixing mistakes with integrity and generosity can create lifelong brand loyalty.
  • The Three Pillars of Trust – Discover the key factors that make customers feel confident in your business: what you stand for, what you deliver, and how reliable you are.
  • Short-Term Cost, Long-Term Gain – Why great companies are willing to take a financial hit in the short term to strengthen their brand and customer relationships in the long run.

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast           

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

Cheers, Chris

]]> Exceptional customer service isn’t about avoiding mistakes—it’s about how you handle them when they happen. In this episode, we explore the power of trust, the importance of standing by your brand values, and how one luxury hotel turned a major booking mishap into an unforgettable experience. Learn how businesses that go above and beyond to make things right not only win back customers but turn them into lifelong advocates.

Three Biggest Takeaways:

  • How to Turn a Negative Experience into a Positive One – Learn why fixing mistakes with integrity and generosity can create lifelong brand loyalty.
  • The Three Pillars of Trust – Discover the key factors that make customers feel confident in your business: what you stand for, what you deliver, and how reliable you are.
  • Short-Term Cost, Long-Term Gain – Why great companies are willing to take a financial hit in the short term to strengthen their brand and customer relationships in the long run.

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast           

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

Cheers,
Chris

]]> Investment Planning Counsel false No 814 78 full EP 77: Optimizing Your Performance with Lessons Learned from Sport with Ben Sporer EP 77: Optimizing Your Performance with Lessons Learned from Sport with Ben Sporer https://www.ipcc.ca/podcast/ep77-sports-endurance-with-ben-sporer Mon, 03 Mar 2025 05:00:00 -0500 ipcdigitalmarketing.podbean.com/ed1b9600-137d-39ea-8db1-5d7379676330 There is magic that can be found when you take the time to learn how successful people make things happen in other industries and endeavors besides your own. Success leaves clues and if you look closely, there’s so much we can learn from others that do amazing things.  

 

This is so true in sports. High performance athletes talk about how they succeed and their mindset and tools are things we, as entrepreneurs, can use to grow our business and build the life we want to live. 

 

Ben Sporer is joining us today to talk about the lessons entrepreneurs can gain from elite athletes. He literally wrote the book on the topic!

 

Ben Sporer, PhD, has spent nearly 3 decades working in elite sport and human performance. He has held multiple roles with the Canadian Sports Institute and, as an accomplished physiologist, has led performance support teams at summer and winter Olympic games, as well as at World Cup and World Championship events. In addition to his role as founder of Resync, a boutique performance strategy firm for sports organizations, athletes, and corporate clients, Ben is an adjunct professor at the University of British Columbia and is currently the vice-president of performance strategy for the Vancouver Whitecaps FC of Major League Soccer.

 

Ben is the author of a new book, “Output: Optimizing Your Performance with Lessons Learned from Sport,” Ben combines his scientific expertise with decades of experience in sport and business to simplify the strategies of high-performing athletes and how they can apply to anyone, in any field. By explaining the mechanics of the Core 4 performance factors and reframing the link between preparation, action, and purpose, Ben reveals a performance solution that empowers you to value output over outcome. 

 

You can purchase Ben’s book at https://output-book.com/ 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris         

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast          

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> There is magic that can be found when you take the time to learn how successful people make things happen in other industries and endeavors besides your own. Success leaves clues and if you look closely, there’s so much we can learn from others that do amazing things.  

 

This is so true in sports. High performance athletes talk about how they succeed and their mindset and tools are things we, as entrepreneurs, can use to grow our business and build the life we want to live. 

 

Ben Sporer is joining us today to talk about the lessons entrepreneurs can gain from elite athletes. He literally wrote the book on the topic!

 

Ben Sporer, PhD, has spent nearly 3 decades working in elite sport and human performance. He has held multiple roles with the Canadian Sports Institute and, as an accomplished physiologist, has led performance support teams at summer and winter Olympic games, as well as at World Cup and World Championship events. In addition to his role as founder of Resync, a boutique performance strategy firm for sports organizations, athletes, and corporate clients, Ben is an adjunct professor at the University of British Columbia and is currently the vice-president of performance strategy for the Vancouver Whitecaps FC of Major League Soccer.

 

Ben is the author of a new book, “Output: Optimizing Your Performance with Lessons Learned from Sport,” Ben combines his scientific expertise with decades of experience in sport and business to simplify the strategies of high-performing athletes and how they can apply to anyone, in any field. By explaining the mechanics of the Core 4 performance factors and reframing the link between preparation, action, and purpose, Ben reveals a performance solution that empowers you to value output over outcome. 

 

You can purchase Ben’s book at https://output-book.com/ 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris         

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast          

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 2577 77 full EP 76: Building a Successful Business by Solving a Problem with Entrepreneur Mike Fata EP 76: Building a Successful Business by Solving a Problem with Entrepreneur Mike Fata https://www.ipcc.ca/podcast/ep76-niche-problem-solving-with-mike-fata Mon, 17 Feb 2025 05:00:00 -0500 ipcdigitalmarketing.podbean.com/faeb3828-1387-3a51-8dd8-2758839d6b9d Some of the most successful entrepreneurs are, by nature, problem solvers. They see a problem in the world, go out and find a solution and then build a business around that. Or they might have something they want to achieve in their own life and decide to go out, do it and then help others do the same.  Today’s guest took his own health journey and built it into a huge business helping others with their own journey. Since then, he’s not only helping people with their health journey, but helping others build amazing businesses of their own.

Mike Fata has dedicated over 25 years studying and practicing natural health, starting in 1995 when he made the life changing decision to lose over 100lbs, and go from 300lbs to his current 180Lbs. He has gained an excellent knowledge of human anatomy, diet, nutrition and natural health lifestyle. Mike is a best-selling author, a keynote speaker, and has been featured on various media countless times regarding natural health, nutrition, hemp foods, organic agriculture, sustainable business, entrepreneurship and mentorship.

Mike is the co-founder of Manitoba Harvest Hemp Foods. From 1998 to 2016, he ran all aspects of the company as Chairman of the Board and CEO. In February 2019 Mike helped guide the strategic sale of Manitoba Harvest to Tilray for $419 million. 

In February of 2022, as Chairman of the Board Mike completed his third nine figure exit deal with the acquisition of Sol Cuisine by Plant Plus Foods for $125mm cash. Mike is currently Chief Executive Officer of Fata & Associates and investor/advisor to a portfolio of companies.

Mike hosts the Founder to Mentor podcast, connecting you with world class founders to inspire your personal and professional growth. Mike also has a bestselling book, “Grow: 12 Unconventional Lessons for Becoming and Unstoppable Entrepreneur” which you can find wherever you buy your books.

Learn more about Mike at https://www.mikefata.ca/ 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast         

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

Cheers, Chris

]]> Some of the most successful entrepreneurs are, by nature, problem solvers. They see a problem in the world, go out and find a solution and then build a business around that. Or they might have something they want to achieve in their own life and decide to go out, do it and then help others do the same. 
Today’s guest took his own health journey and built it into a huge business helping others with their own journey. Since then, he’s not only helping people with their health journey, but helping others build amazing businesses of their own.

Mike Fata has dedicated over 25 years studying and practicing natural health, starting in 1995 when he made the life changing decision to lose over 100lbs, and go from 300lbs to his current 180Lbs. He has gained an excellent knowledge of human anatomy, diet, nutrition and natural health lifestyle. Mike is a best-selling author, a keynote speaker, and has been featured on various media countless times regarding natural health, nutrition, hemp foods, organic agriculture, sustainable business, entrepreneurship and mentorship.

Mike is the co-founder of Manitoba Harvest Hemp Foods. From 1998 to 2016, he ran all aspects of the company as Chairman of the Board and CEO. In February 2019 Mike helped guide the strategic sale of Manitoba Harvest to Tilray for $419 million. 

In February of 2022, as Chairman of the Board Mike completed his third nine figure exit deal with the acquisition of Sol Cuisine by Plant Plus Foods for $125mm cash.
Mike is currently Chief Executive Officer of Fata & Associates and investor/advisor to a portfolio of companies.

Mike hosts the Founder to Mentor podcast, connecting you with world class founders to inspire your personal and professional growth. Mike also has a bestselling book, “Grow: 12 Unconventional Lessons for Becoming and Unstoppable Entrepreneur” which you can find wherever you buy your books.

Learn more about Mike at https://www.mikefata.ca/ 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast         

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

Cheers,
Chris

]]> Investment Planning Counsel false No 2067 76 full EP 75: Dr. Tom Deans Shares How NOT Having a Succession Plan is Like Gambling at the Casino EP 75: Dr. Tom Deans Shares How NOT Having a Succession Plan is Like Gambling at the Casino https://www.ipcc.ca/podcast/ep75-succession-planning-with-tom-deans Mon, 03 Feb 2025 05:00:00 -0500 ipcdigitalmarketing.podbean.com/eb975243-437c-30d2-b140-a233e6d4ade0 You’ve heard me talk often about the importance of succession planning and how it is irresponsible for any business owner not to address this subject.

To talk to you about preparing for your succession plan is someone who has literally written the book on the topic, Dr. Tom Deans. Having delivered more than 2000 speeches in 28 countries, Dr. Deans is regarded as the preeminent thought-leader on the subject of inter-generational wealth transfers. With his family selling businesses for more than $100 million, he truly is the expert in the subject of transitioning family wealth.

Dr. Tom Deans is the author of three books on the subject of family wealth transfers. His first book, “Every Family’s Business: 12 Common Sense Questions to Protect Your Wealth,” remains the best-selling family business book of all-time -- selected by The New York Times as one of the Top Ten Books Business Owners Should Read.  The book has sold more than one-million copies in more than 100 countries. 

His second book, “Willing Wisdom: Seven Questions Successful Families Ask,” reached #2 on the Globe and Mail’s best-sellers List.  The book has received critical acclaim for its controversial explanation of why 15 million Canadians do not have a legal will. 

In May 2024, Dr. Deans released “The Happy Inheritor: How Successful Families Prepare Heirs and Transfer Wealth,” the third and final book in his Family Wealth Trilogy.  The book examines how many successful families transfer wealth with great care and joy through the use of facilitated family meetings to bring predictability and transparency to their estate plans.  For families who struggle with this process, the book offers insights into why.    Deans is a graduate of Mount Allison University, McMaster University and earned a Ph.D. from the University of Warwick in England.  

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris       

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast        

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

Cheers, Chris

]]> You’ve heard me talk often about the importance of succession planning and how it is irresponsible for any business owner not to address this subject.

To talk to you about preparing for your succession plan is someone who has literally written the book on the topic, Dr. Tom Deans. Having delivered more than 2000 speeches in 28 countries, Dr. Deans is regarded as the preeminent thought-leader on the subject of inter-generational wealth transfers. With his family selling businesses for more than $100 million, he truly is the expert in the subject of transitioning family wealth.

Dr. Tom Deans is the author of three books on the subject of family wealth transfers. His first book, “Every Family’s Business: 12 Common Sense Questions to Protect Your Wealth,” remains the best-selling family business book of all-time -- selected by The New York Times as one of the Top Ten Books Business Owners Should Read.  The book has sold more than one-million copies in more than 100 countries. 

His second book, “Willing Wisdom: Seven Questions Successful Families Ask,” reached #2 on the Globe and Mail’s best-sellers List.  The book has received critical acclaim for its controversial explanation of why 15 million Canadians do not have a legal will. 

In May 2024, Dr. Deans released “The Happy Inheritor: How Successful Families Prepare Heirs and Transfer Wealth,” the third and final book in his Family Wealth Trilogy.  The book examines how many successful families transfer wealth with great care and joy through the use of facilitated family meetings to bring predictability and transparency to their estate plans.  For families who struggle with this process, the book offers insights into why. 
 
Deans is a graduate of Mount Allison University, McMaster University and earned a Ph.D. from the University of Warwick in England.  

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris       

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast        

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

Cheers,
Chris

]]> Investment Planning Counsel false No 2200 75 full EP 74: What Ultra Athletes Can Teach Us to Become Ultra Entrepreneurs with Ray Zahab EP 74: What Ultra Athletes Can Teach Us to Become Ultra Entrepreneurs with Ray Zahab https://www.ipcc.ca/podcast/ep74-marathon-runner-endurance-with-ray-zahab Mon, 20 Jan 2025 05:00:00 -0500 ipcdigitalmarketing.podbean.com/033a8a80-2020-3617-a0cd-70a96b99b089 There’s a lot we can learn from world class athletes that we can implement into our lives to make our big quest happen.  

 

Here to talk about that is someone that has done just that - Ray Zahab is a Canadian Explorer, ultra distance runner and Founder of non-profit impossible2Possible. Ray is an Explorer in Residence of the Royal Canadian Geographical Society, and Fellow of the Royal Geographical Society. In 2015, the Canadian Geographic recognized Ray as one of Canada’s Top Explorers. In 2024, Ray was awarded the Sir Christopher Ondaatje Medal for Exploration, from the Royal Canadian Geographical Society. He has run over 17,000+km across the world’s deserts, and unsupported expeditions in some of the coldest places on the planet.  

 

Ray recently spoke at our Summit last year. His story was so motivating, and I know you’re going to walk away from this episode ready to get up and make big things happen in your life. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris      

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast       

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> There’s a lot we can learn from world class athletes that we can implement into our lives to make our big quest happen.  

 

Here to talk about that is someone that has done just that - Ray Zahab is a Canadian Explorer, ultra distance runner and Founder of non-profit impossible2Possible. Ray is an Explorer in Residence of the Royal Canadian Geographical Society, and Fellow of the Royal Geographical Society. In 2015, the Canadian Geographic recognized Ray as one of Canada’s Top Explorers. In 2024, Ray was awarded the Sir Christopher Ondaatje Medal for Exploration, from the Royal Canadian Geographical Society. He has run over 17,000+km across the world’s deserts, and unsupported expeditions in some of the coldest places on the planet.  

 

Ray recently spoke at our Summit last year. His story was so motivating, and I know you’re going to walk away from this episode ready to get up and make big things happen in your life. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris      

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast       

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 1506 74 full EP 73: Sandro Forte Shares How He Built a Top Financial Advisory Firm Through a Great Client Experience EP 73: Sandro Forte Shares How He Built a Top Financial Advisory Firm Through a Great Client Experience https://www.ipcc.ca/podcast/ep73-client-experience-newyear-with-sandro-forte Mon, 06 Jan 2025 05:00:00 -0500 ipcdigitalmarketing.podbean.com/9996dc9d-2b5e-3171-9f52-631763d37011 Welcome to 2025! Now that we’re past the holidays and into the new year, it’s time to think about what you want to accomplish this year. Deciding what type of business you want to build can be an exciting process, yet also feel overwhelming at times. 

 

To help us think about what is possible, today’s guest is Sandro Forte. He’s built one of the top financial advisory firms in the UK and he’s here to tell us how you can do the same. His story will inspire you to build the firm and life you’ve always wanted.

 

Sandro Forte is the Principal Partner of Forte Financial and a keynote speaker who has helped entrepreneurs all around the world. He started his career at the age of 21. Within two years, he was among the top producers for a large UK company and by 1993 he had been recruited to lead the growth in another major organization with outstanding results in both sales and recruitment.   Three years later he decided it was time to start his own company – a business which has grown exponentially every year since.

 

Sandro is the host of a hugely popular podcast series called the Sandro Forte Podcast.  He is also the author of the international best-selling book Dare to be Different (now published in eight languages) and he is also an incredibly dedicated philanthropist who has single-handedly raised over £25m for various good causes.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris     

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast      

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Welcome to 2025! Now that we’re past the holidays and into the new year, it’s time to think about what you want to accomplish this year. Deciding what type of business you want to build can be an exciting process, yet also feel overwhelming at times. 

 

To help us think about what is possible, today’s guest is Sandro Forte. He’s built one of the top financial advisory firms in the UK and he’s here to tell us how you can do the same. His story will inspire you to build the firm and life you’ve always wanted.

 

Sandro Forte is the Principal Partner of Forte Financial and a keynote speaker who has helped entrepreneurs all around the world. He started his career at the age of 21. Within two years, he was among the top producers for a large UK company and by 1993 he had been recruited to lead the growth in another major organization with outstanding results in both sales and recruitment.   Three years later he decided it was time to start his own company – a business which has grown exponentially every year since.

 

Sandro is the host of a hugely popular podcast series called the Sandro Forte Podcast.  He is also the author of the international best-selling book Dare to be Different (now published in eight languages) and he is also an incredibly dedicated philanthropist who has single-handedly raised over £25m for various good causes.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris     

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast      

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 3098 73 full EP 72: How to Make 2025 Your Best Year Yet with Lessons from Chris Reynolds EP 72: How to Make 2025 Your Best Year Yet with Lessons from Chris Reynolds https://www.ipcc.ca/podcast/ep72-endofyear-planning-review-with-chris-reynolds Mon, 23 Dec 2024 05:00:00 -0500 ipcdigitalmarketing.podbean.com/c8c23161-ffff-35d7-bdf5-0bb230e5972a Can you believe it’s the end of the year already?! 2024 was quite a year, both personally and professionally. Today, I’m taking a look back at the year and giving you some insights for you to think about during the holiday break to help you make 2025 the best year ever. 

 

Joining me to talk about the year is IPC’s podcast production partner, and the founder of Haze Creative, Matt Haze. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris     

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast      

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

 

]]> Can you believe it’s the end of the year already?! 2024 was quite a year, both personally and professionally. Today, I’m taking a look back at the year and giving you some insights for you to think about during the holiday break to help you make 2025 the best year ever. 

 

Joining me to talk about the year is IPC’s podcast production partner, and the founder of Haze Creative, Matt Haze. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris     

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast      

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

 

]]> Investment Planning Counsel false No 1739 72 full EP 71: How Chris Hadjiyianni and Paulina Hadjiyianni Doubled Their Business as a Family Partnership EP 71: How Chris Hadjiyianni and Paulina Hadjiyianni Doubled Their Business as a Family Partnership https://www.ipcc.ca/podcast/ep71-succession-planning-with-chris-hadjiyianni-paulina-hadjiyianni Mon, 09 Dec 2024 05:00:00 -0500 ipcdigitalmarketing.podbean.com/91858614-273d-3e3d-aae5-cc6614f057c2 As a generation of advisors start to plan for the next chapter in their life, many often will look at their family as an option of succession planning. Maybe a son or daughter, nephew or niece might want to keep the business going and grow the business in a new direction. 

Today, we’re chatting with father-daughter duo Chris Hadjiyianni and Paulina Hadjiyianni of Hadjiyianni Financial in Waterloo, Ontario, who have done just that. They’ve been helping families and professionals manage their finances and achieve their goals for over 40 years.

Chris is a Wealth Advisor and highly experienced professional in the Financial Services industry, with an impressive career spanning over 50 years. 

Paulina is an Associate Portfolio Manager dedicated professional who specializes in assisting individuals, families, and business owners in effectively managing their financial matters. Paulina's academic journey led her to earn a Business Honours Degree (BBA) with a specialization in finance from Wilfrid Laurier University. 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris      

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast       

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

Cheers, Chris

]]> As a generation of advisors start to plan for the next chapter in their life, many often will look at their family as an option of succession planning. Maybe a son or daughter, nephew or niece might want to keep the business going and grow the business in a new direction. 

Today, we’re chatting with father-daughter duo Chris Hadjiyianni and Paulina Hadjiyianni of Hadjiyianni Financial in Waterloo, Ontario, who have done just that. They’ve been helping families and professionals manage their finances and achieve their goals for over 40 years.

Chris is a Wealth Advisor and highly experienced professional in the Financial Services industry, with an impressive career spanning over 50 years. 

Paulina is an Associate Portfolio Manager dedicated professional who specializes in assisting individuals, families, and business owners in effectively managing their financial matters. Paulina's academic journey led her to earn a Business Honours Degree (BBA) with a specialization in finance from Wilfrid Laurier University. 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris      

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast       

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

Cheers,
Chris

]]> Investment Planning Counsel false No 2415 71 full EP 70: How to Build Great Client Relationships with John Klotz EP 70: How to Build Great Client Relationships with John Klotz https://www.ipcc.ca/podcast/ep70-relationships-highnetworth-with-john-klotz Mon, 25 Nov 2024 05:00:00 -0500 ipcdigitalmarketing.podbean.com/311f155c-a805-31d2-84d0-6b2f070d1adc We might be in the financial advice business, but we’re also in the relationship building business. The relationships we build with our clients are the key that build the trust and connection we have with them. 

 

In the high net worth space, building the right relationships with the right professionals can help your clients with their unique needs really can be a huge key to offering a great client experience. One of our advisors, John Klotz, knows this well. John has built a great relationship with our IPC Private Wealth division and relied on them to help build a better relationship with his clients.  

 

John Klotz is the founder of Northwood Financial based in Toronto and has over 20 years of experience in the financial services industry.. He’s a graduate of the University of Toronto (BA) and the Canadian Institute of Financial Planning (Toronto) . He is a member of the Financial Planners Standards Council in Canada and a member of Advocis, formerly the Canadian Association of Insurance and Financial Advisors. He is also President of Northwood Mortgage Life .

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris        

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast 

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> We might be in the financial advice business, but we’re also in the relationship building business. The relationships we build with our clients are the key that build the trust and connection we have with them. 

 

In the high net worth space, building the right relationships with the right professionals can help your clients with their unique needs really can be a huge key to offering a great client experience. One of our advisors, John Klotz, knows this well. John has built a great relationship with our IPC Private Wealth division and relied on them to help build a better relationship with his clients.  

 

John Klotz is the founder of Northwood Financial based in Toronto and has over 20 years of experience in the financial services industry.. He’s a graduate of the University of Toronto (BA) and the Canadian Institute of Financial Planning (Toronto) . He is a member of the Financial Planners Standards Council in Canada and a member of Advocis, formerly the Canadian Association of Insurance and Financial Advisors. He is also President of Northwood Mortgage Life .

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris        

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast 

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 2086 70 full EP 69: Turn Your 2025 Ideas into Action with Gregg Brown EP 69: Turn Your 2025 Ideas into Action with Gregg Brown https://www.ipcc.ca/podcast/ep69-change-goal-setting-with-gregg-brown Mon, 11 Nov 2024 05:00:00 -0500 ipcdigitalmarketing.podbean.com/5d9d5547-4811-3185-889e-09e6b4f9778e It’s crazy to think we’re already talking about 2025, but here we are! As we start to wrap up the year, we start to look back at what we accomplished (or didn’t!) this year and start to think about what the new year will look like. 

 

We dream big. We might even plan big. But how do we make the big vision, the big quest happen? How do we take action on our ideas? How can we get out of our own way and not just say next year will be the best, but actually MAKE it the best?

 

Today’s guest is here to help us set the table for the new year and show us the way. 

 

Gregg Brown is a globally recognized change and future of work expert and best-selling author who combines storytelling, audience engagement and research-based insights to empower teams to be future ready and thrive in the future of work.

 

Gregg was recently named one of the Top 50 Global Thought Leaders on Change Management. 

 

Gregg’s new book, “Spark Action: How to Lead Change That Matters” is an Amazon #1 Bestseller and recommended as one of the top thought-leader books to read in 2024 by Thinkers360.

 

Also - Gregg was part of the groundbreaking team that opened the first wave of Starbucks in Canada. You know how much I love the Starbucks business model; I even did a whole podcast about what we can learn from Starbucks!

 

Learn more about Gregg at https://greggbrown.ca

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris        

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast 

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> It’s crazy to think we’re already talking about 2025, but here we are! As we start to wrap up the year, we start to look back at what we accomplished (or didn’t!) this year and start to think about what the new year will look like. 

 

We dream big. We might even plan big. But how do we make the big vision, the big quest happen? How do we take action on our ideas? How can we get out of our own way and not just say next year will be the best, but actually MAKE it the best?

 

Today’s guest is here to help us set the table for the new year and show us the way. 

 

Gregg Brown is a globally recognized change and future of work expert and best-selling author who combines storytelling, audience engagement and research-based insights to empower teams to be future ready and thrive in the future of work.

 

Gregg was recently named one of the Top 50 Global Thought Leaders on Change Management. 

 

Gregg’s new book, “Spark Action: How to Lead Change That Matters” is an Amazon #1 Bestseller and recommended as one of the top thought-leader books to read in 2024 by Thinkers360.

 

Also - Gregg was part of the groundbreaking team that opened the first wave of Starbucks in Canada. You know how much I love the Starbucks business model; I even did a whole podcast about what we can learn from Starbucks!

 

Learn more about Gregg at https://greggbrown.ca

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris        

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast 

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 2292 69 full EP 68: The Psychology of Financial Planning with Dr. Meghaan Lurtz EP 68: The Psychology of Financial Planning with Dr. Meghaan Lurtz https://www.ipcc.ca/podcast/ep68-behavorial-psychology-meghaan-lurtz Mon, 28 Oct 2024 05:00:00 -0400 ipcdigitalmarketing.podbean.com/1b143cb1-12b8-3bca-8eb7-29a917951c7a Even though our business is about dollars and cents, when it’s all said and done, working in the financial advice industry is about the people, our clients that we work hard to help make their goals happen and make good choices in their financial lives. We might be able to look at a portfolio and be analytical and logical, but we all know that people can get emotional and make some very bad decisions based on their feelings and preconceived notions. 

 

How do we understand what our clients are feeling? How do we know how to handle these situations and work with them when emotions run rampant? Especially when it can be contrary to their own future well being?

 

To understand this topic better, on today’s show we will get to talk about the psychology of financial planning with Dr. Meghaan Lurtz.  Meghaan is a leading global expert on the psychology of financial planning and a Partner at Shaping Wealth. A dedicated educator, she is a Professor of Practice at Kansas State University, teaching in the Advanced Financial Planning and Financial Therapy Certificate Programs. She is also a lecturer at Columbia University, where she teaches Financial Psychology. She serves on multiple financial technology boards, bringing together finances and mental health. She is an active researcher, writer, and ongoing contributor to the Kitces platform, writing about the intersection of money, advice, and wellbeing.

 

Meghaan has finished her Ph.D. in Personal Financial Planning at Kansas State University. Meghaan is a past President of the Financial Therapy Association.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris       

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast        

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Even though our business is about dollars and cents, when it’s all said and done, working in the financial advice industry is about the people, our clients that we work hard to help make their goals happen and make good choices in their financial lives. We might be able to look at a portfolio and be analytical and logical, but we all know that people can get emotional and make some very bad decisions based on their feelings and preconceived notions. 

 

How do we understand what our clients are feeling? How do we know how to handle these situations and work with them when emotions run rampant? Especially when it can be contrary to their own future well being?

 

To understand this topic better, on today’s show we will get to talk about the psychology of financial planning with Dr. Meghaan Lurtz.  Meghaan is a leading global expert on the psychology of financial planning and a Partner at Shaping Wealth. A dedicated educator, she is a Professor of Practice at Kansas State University, teaching in the Advanced Financial Planning and Financial Therapy Certificate Programs. She is also a lecturer at Columbia University, where she teaches Financial Psychology. She serves on multiple financial technology boards, bringing together finances and mental health. She is an active researcher, writer, and ongoing contributor to the Kitces platform, writing about the intersection of money, advice, and wellbeing.

 

Meghaan has finished her Ph.D. in Personal Financial Planning at Kansas State University. Meghaan is a past President of the Financial Therapy Association.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris       

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast        

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 2713 68 full EP 67: The Three Books That Changed the Way Chris Reynolds Thinks EP 67: The Three Books That Changed the Way Chris Reynolds Thinks https://www.ipcc.ca/podcast/ep67-books-reading-with-chris-reynolds Mon, 14 Oct 2024 05:00:00 -0400 ipcdigitalmarketing.podbean.com/4c7aa28d-439c-3eac-a3b3-4a17cf1e5db6 I have used the phrase “I have seen more because I have stood on the shoulders of giants” many times on this podcast. The giants that I have stood on have all have all been great authors of great books. You can learn almost anything if you just take the time to find out who has done the most amount of research on a particular topic and then read everything they have written.

 

Today, I’m sharing with you the three books that taught me something that changed the trajectory of not only my business, but my life. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris      

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast       

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> I have used the phrase “I have seen more because I have stood on the shoulders of giants” many times on this podcast. The giants that I have stood on have all have all been great authors of great books. You can learn almost anything if you just take the time to find out who has done the most amount of research on a particular topic and then read everything they have written.

 

Today, I’m sharing with you the three books that taught me something that changed the trajectory of not only my business, but my life. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris      

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast       

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 1021 67 full EP 66: How Your Web Presence is the Key to Building a Business with Patrick Briscoe EP 66: How Your Web Presence is the Key to Building a Business with Patrick Briscoe https://www.ipcc.ca/podcast/ep66-internet-online-marketing-with-patrick-briscoe Mon, 30 Sep 2024 05:00:00 -0400 ipcdigitalmarketing.podbean.com/640bf312-fd86-38bb-bd08-25e74bd8825a Often on the podcast, I talk about how important your online presence is when it comes to building a successful business. Your potential clients start online to gather information. If you can build trust with a potential client before they even pick up the phone, you’ve won half the battle. 

 

Today we’re talking to someone who has done just that - Patrick Briscoe. He’s using the internet and social tools to build a modern day financial advisory business.

 

You’re going to learn how he’s done it and how you can start using the same tools for your business today. 

 

Patrick Briscoe is a Financial Planner at Bayswater Wealth Management with IPC. He embarked on his financial advisory career in 2011 after a transformative teaching stint in London, England. Combining his educational expertise and passion for finance, Patrick naturally transitioned into the financial industry upon his return to Canada and quickly established himself as a trusted advisor, helping Canadians from coast to coast plan for and live through retirement.

 

Patrick Briscoe is also a co-author in the forthcoming books, entitled Financial Success for Pre-Retirees and Financial Success for Retirees.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris     

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast      

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Often on the podcast, I talk about how important your online presence is when it comes to building a successful business. Your potential clients start online to gather information. If you can build trust with a potential client before they even pick up the phone, you’ve won half the battle. 

 

Today we’re talking to someone who has done just that - Patrick Briscoe. He’s using the internet and social tools to build a modern day financial advisory business.

 

You’re going to learn how he’s done it and how you can start using the same tools for your business today. 

 

Patrick Briscoe is a Financial Planner at Bayswater Wealth Management with IPC. He embarked on his financial advisory career in 2011 after a transformative teaching stint in London, England. Combining his educational expertise and passion for finance, Patrick naturally transitioned into the financial industry upon his return to Canada and quickly established himself as a trusted advisor, helping Canadians from coast to coast plan for and live through retirement.

 

Patrick Briscoe is also a co-author in the forthcoming books, entitled Financial Success for Pre-Retirees and Financial Success for Retirees.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris     

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast      

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 2326 66 full EP 65: New Advisors Have an Amazing Opportunity to Grow a Business in Today’s Internet World with Dan Nolan EP 65: New Advisors Have an Amazing Opportunity to Grow a Business in Today’s Internet World with Dan Nolan https://www.ipcc.ca/podcast/ep65-succession-pinnacle-with-dan-nolan Mon, 16 Sep 2024 05:00:00 -0400 ipcdigitalmarketing.podbean.com/9e7496d9-27ca-3215-9cdd-64cc736e20b0 One of the things I love the most is watching fellow entrepreneurs build a great business within our organization that changes not only their life but lives of their clients. 

 

One of those success stories is our Dan Nolan. Dan has been a professional financial advisor in Ottawa since 1992. He was on the show back in August 2022 where we discussed how to have tough conversations with your clients in a market downturn and how to show them the opportunities in those moments. 

 

Since then, Dan has transitioned out of his business and is now the Vice President, Corporate Growth & Development for IPC. He’s one of the leaders inside our Pinnacle program and helping to grow the next generation of financial advisors!

 

Dan’s here today to talk about his own journey as a financial advisor, how he built and executed his succession plan and how he’s using those 30+ years of experience to help shape the next generation of advisors.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris    

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast     

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> One of the things I love the most is watching fellow entrepreneurs build a great business within our organization that changes not only their life but lives of their clients. 

 

One of those success stories is our Dan Nolan. Dan has been a professional financial advisor in Ottawa since 1992. He was on the show back in August 2022 where we discussed how to have tough conversations with your clients in a market downturn and how to show them the opportunities in those moments. 

 

Since then, Dan has transitioned out of his business and is now the Vice President, Corporate Growth & Development for IPC. He’s one of the leaders inside our Pinnacle program and helping to grow the next generation of financial advisors!

 

Dan’s here today to talk about his own journey as a financial advisor, how he built and executed his succession plan and how he’s using those 30+ years of experience to help shape the next generation of advisors.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris    

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast     

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 2045 65 full EP 64: Four Lessons From Steve Jobs That You Can Implement into Your Business Today EP 64: Four Lessons From Steve Jobs That You Can Implement into Your Business Today https://www.ipcc.ca/podcast/ep64-steve-jobs-entrepreneurship-with-chris-reynolds Mon, 02 Sep 2024 05:00:00 -0400 ipcdigitalmarketing.podbean.com/b54f03dc-b612-3e61-b4e8-cc984ecc10a6 I believe that every entrepreneur needs a hero that they follow and learn from. For me, that hero is Steve Jobs. I’ll share with you the four lessons I learned from following Steve Jobs that you can start using in your business today. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris    

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast     

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> I believe that every entrepreneur needs a hero that they follow and learn from. For me, that hero is Steve Jobs. I’ll share with you the four lessons I learned from following Steve Jobs that you can start using in your business today. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris    

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast     

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 958 64 full EP63: Are You Pete’s Donuts or Tim Hortons? EP63: Are You Pete’s Donuts or Tim Hortons? https://www.ipcc.ca/podcast/ep63-petes-donuts-or-tim-hortons-business-with-chris-reynolds Mon, 19 Aug 2024 05:00:00 -0400 ipcdigitalmarketing.podbean.com/62c4f86a-8fed-3e8c-8bdb-512c5f105e3d Schedule a complimentary virtual coffee with me and let’s talk! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Is your business a Pete’s Donuts or a Tim Hortons? This week, Chris talks about two businesses doing the same thing right across the street from each other and what we can learn from them. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris   

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast    

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Schedule a complimentary virtual coffee with me and let’s talk! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Is your business a Pete’s Donuts or a Tim Hortons? This week, Chris talks about two businesses doing the same thing right across the street from each other and what we can learn from them. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris   

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast    

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 666 63 full EP62: The Role Financial Advisors Play in the Lives of Senior Clients with Laura Tamblyn Watts EP62: The Role Financial Advisors Play in the Lives of Senior Clients with Laura Tamblyn Watts https://www.ipcc.ca/podcast/ep62-seniors-changing-demographics-with-laura-tamblyn-watts Mon, 05 Aug 2024 05:00:00 -0400 ipcdigitalmarketing.podbean.com/cee7d64d-89b0-3957-9df6-37f0182e2143 Schedule a complimentary virtual coffee with me and let’s talk about how you and your team serve the growing senior population in Canada! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

There is one thing we all have in common – every day we are getting older. And as people get older, their needs change. It’s important to know how we can service this growing demographic! 

 

Here to chat about the role financial advisors play in the lives of their senior clients and clients with senior parents is Laura Tamblyn Watts! 

 

As the CEO of CanAge, Laura Tamblyn Watts embodies a commitment to the betterment of elder care and seniors’ rights. Her multifaceted career spans law, academia, and policy development, reflecting a dedication to impactful advocacy and education.

 

With a legal background as a member of the BC Bar since 1999, Laura has leveraged her expertise to advance the interests of seniors, serving as National Director of the Canadian Centre for Elder Law and as Chief Public Policy Officer at CARP. Her academic role as an Assistant Professor (status) at the University of Toronto’s Factor Inwentash Faculty of Social Work underscores her commitment to shaping future professionals in the field.

 

Her new book, “Let’s Talk About Aging Parents,” reflects her engaging approach to discussing the complexities of aging.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast   

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Schedule a complimentary virtual coffee with me and let’s talk about how you and your team serve the growing senior population in Canada! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

There is one thing we all have in common – every day we are getting older. And as people get older, their needs change. It’s important to know how we can service this growing demographic! 

 

Here to chat about the role financial advisors play in the lives of their senior clients and clients with senior parents is Laura Tamblyn Watts! 

 

As the CEO of CanAge, Laura Tamblyn Watts embodies a commitment to the betterment of elder care and seniors’ rights. Her multifaceted career spans law, academia, and policy development, reflecting a dedication to impactful advocacy and education.

 

With a legal background as a member of the BC Bar since 1999, Laura has leveraged her expertise to advance the interests of seniors, serving as National Director of the Canadian Centre for Elder Law and as Chief Public Policy Officer at CARP. Her academic role as an Assistant Professor (status) at the University of Toronto’s Factor Inwentash Faculty of Social Work underscores her commitment to shaping future professionals in the field.

 

Her new book, “Let’s Talk About Aging Parents,” reflects her engaging approach to discussing the complexities of aging.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast   

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 2420 62 full EP61: The Five Aspects of a High Growth Advisory Business with Chris Venn EP61: The Five Aspects of a High Growth Advisory Business with Chris Venn https://www.ipcc.ca/podcast/ep61-aspects-high-growth-advisor-business-with-chris-venn Mon, 22 Jul 2024 05:00:00 -0400 ipcdigitalmarketing.podbean.com/1423414b-db93-3f47-b248-1f62bd739d7f Schedule a complimentary virtual coffee with me and let’s talk about what you and your team are doing to build a high growth advisory business at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Success leaves a trail of crumbs. When others have gone down the path of growth and seen massive expansion in their business, there’s things they all do every single day to get to that point.

 

Joining me today to talk about the traits of successful financial advisors and to share the five aspects of a high growth advisory business is Chris Venn.

 

Chris Venn is the Head of Advanced Markets at Financial Horizons and works with growth-minded advisors to help them move directly toward the success they’ve defined. Before starting his own successful businesses, Chris was originally trained by former members of the British SAS to protect some of the wealthiest people in the world, and was an Officer in the Canadian Armed Forces. Today, he brings the mindset, disciplines, perspective and coaching that create real change. Chris has spent the last 18 years working exclusively with high-performing advisors and advisory firms in Canada and the US, and delivers one-of-a-kind programs so advisors can create the success they want.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast   

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Schedule a complimentary virtual coffee with me and let’s talk about what you and your team are doing to build a high growth advisory business at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Success leaves a trail of crumbs. When others have gone down the path of growth and seen massive expansion in their business, there’s things they all do every single day to get to that point.

 

Joining me today to talk about the traits of successful financial advisors and to share the five aspects of a high growth advisory business is Chris Venn.

 

Chris Venn is the Head of Advanced Markets at Financial Horizons and works with growth-minded advisors to help them move directly toward the success they’ve defined. Before starting his own successful businesses, Chris was originally trained by former members of the British SAS to protect some of the wealthiest people in the world, and was an Officer in the Canadian Armed Forces. Today, he brings the mindset, disciplines, perspective and coaching that create real change. Chris has spent the last 18 years working exclusively with high-performing advisors and advisory firms in Canada and the US, and delivers one-of-a-kind programs so advisors can create the success they want.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast   

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 2892 61 full EP60: The One Piece of Advice I Received That Shaped My Life Forever EP60: The One Piece of Advice I Received That Shaped My Life Forever https://www.ipcc.ca/podcast/ep60-best-advice-with-chris-reynolds Mon, 08 Jul 2024 05:00:00 -0400 ipcdigitalmarketing.podbean.com/b02e4c1d-72b4-3985-9af4-61b9c13fda4d Schedule a complimentary virtual coffee with me and let’s talk! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

When I was a teenager, I would work at Woodbine Racetrack for a very successful horse trainer. I would observe how he worked - not that much. I come from a family of proud workaholics and he was the complete opposite. Yet he was so confident and successful. One day, I grew the courage to ask him what made him so successful. The one piece of advice he gave me is something that shaped my future and I still use to this day. 

 

Today, I’ll share that one piece of advice and hopefully it can spark something inside of you! 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast   

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Schedule a complimentary virtual coffee with me and let’s talk! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

When I was a teenager, I would work at Woodbine Racetrack for a very successful horse trainer. I would observe how he worked - not that much. I come from a family of proud workaholics and he was the complete opposite. Yet he was so confident and successful. One day, I grew the courage to ask him what made him so successful. The one piece of advice he gave me is something that shaped my future and I still use to this day. 

 

Today, I’ll share that one piece of advice and hopefully it can spark something inside of you! 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast   

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris



]]> Investment Planning Counsel false No 658 60 full EP59: How Technology is Changing Estate Planning with wealth.com’s Danny Lohrfink EP59: How Technology is Changing Estate Planning with wealth.com’s Danny Lohrfink https://www.ipcc.ca/podcast/ep59-estate-planning-technology-ai-with-danny-lohrfink Mon, 24 Jun 2024 05:01:00 -0400 ipcdigitalmarketing.podbean.com/1d86cb04-5cec-3e6e-bf94-c9ef50ce1230 Schedule a complimentary virtual coffee with me and let’s talk about what technology tools you’re using at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Today, we’re digging deep into estate planning and how technology is even expanding to help your clients with what happens with their money at the end of their life.

 

Talking about this topic with us is Danny Lohrfink. He’s the Co-Founder and Chief Product Officer of wealth.com, the wealth management industry’s leading estate planning platform, empowering 400+ wealth management firms, including independent RIAs, aggregators, broker-dealers, custodians and wirehouses to offer modern, comprehensive and sophisticated estate planning solutions to their clients.  As Chief Product Officer, Danny is responsible for all product-related activities, including strategy and execution.

 

Prior to Wealth, Danny served as Business Lead of SoFi’s wealth management division, SoFi Invest. Before that, Danny held several roles at Goldman Sachs Private Wealth Management. Most recently, Danny was a Vice President on the PWM Management team, where he was responsible for leading strategic projects and initiatives. Danny was a standing member of the Operational Experience Group (OEG) and the Client Experience Group (CEG). 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast   

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Schedule a complimentary virtual coffee with me and let’s talk about what technology tools you’re using at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Today, we’re digging deep into estate planning and how technology is even expanding to help your clients with what happens with their money at the end of their life.

 

Talking about this topic with us is Danny Lohrfink. He’s the Co-Founder and Chief Product Officer of wealth.com, the wealth management industry’s leading estate planning platform, empowering 400+ wealth management firms, including independent RIAs, aggregators, broker-dealers, custodians and wirehouses to offer modern, comprehensive and sophisticated estate planning solutions to their clients.  As Chief Product Officer, Danny is responsible for all product-related activities, including strategy and execution.

 

Prior to Wealth, Danny served as Business Lead of SoFi’s wealth management division, SoFi Invest. Before that, Danny held several roles at Goldman Sachs Private Wealth Management. Most recently, Danny was a Vice President on the PWM Management team, where he was responsible for leading strategic projects and initiatives. Danny was a standing member of the Operational Experience Group (OEG) and the Client Experience Group (CEG). 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast   

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 2097 59 full EP58: How Positioning Can Help You Stand Out in the Crowd with David Finley EP58: How Positioning Can Help You Stand Out in the Crowd with David Finley https://www.ipcc.ca/podcast/ep58-positioning-with-david-finley Mon, 10 Jun 2024 05:00:00 -0400 ipcdigitalmarketing.podbean.com/2e8a6232-3078-3768-a14c-dac894ed4932 Schedule a complimentary virtual coffee with me and let’s talk about how you position your business at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

There are thousands of financial advisors and financial institutions vying to earn the business of millions of Canadians. While many people do similar work, it’s so important to know how to make yourself stand out in such a crowded space. This becomes the basis of your brand. 

 

Our guest today is here to help you learn how to position yourself in this crazy and crowded marketplace so that prospective clients know exactly why they should hire you. 

 

David Finley is the Founding Partner and Chief Strategist of Wealth Brand Partners. They’re the expert in the fine art of positioning strategy, helping top wealth advisors further differentiate and maximize relationships with their most valued clients and prospects in today's world. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast   

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Schedule a complimentary virtual coffee with me and let’s talk about how you position your business at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

There are thousands of financial advisors and financial institutions vying to earn the business of millions of Canadians. While many people do similar work, it’s so important to know how to make yourself stand out in such a crowded space. This becomes the basis of your brand. 

 

Our guest today is here to help you learn how to position yourself in this crazy and crowded marketplace so that prospective clients know exactly why they should hire you. 

 

David Finley is the Founding Partner and Chief Strategist of Wealth Brand Partners. They’re the expert in the fine art of positioning strategy, helping top wealth advisors further differentiate and maximize relationships with their most valued clients and prospects in today's world. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast   

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 1841 58 full EP57: How Trends Impact Wealth Management: A Quarterly Review EP57: How Trends Impact Wealth Management: A Quarterly Review https://www.ipcc.ca/podcast/ep57-news-roundup-opinion-with-chris-reynolds Mon, 27 May 2024 05:00:00 -0400 ipcdigitalmarketing.podbean.com/f3b41a5d-89c4-39b9-8375-46ead89327ad Schedule a complimentary virtual coffee with me and let’s talk about what’s going on in your business and neighborhood that I should know about! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

There are many news topics that affect the wealth management business. Whether it’s a government policy change or something that happens around the world and everything in between. I have chats with advisors about these stories nearly every single day. And trust me when I say I have a few opinions about them! 

 

This week, I’ll be looking at some of the news stories and policies that are shaping our business and your client’s money. 

 

If there’s something going on in your neighborhood or province that is affecting your business or your client’s money that I might not know about, but would be good for others across the country to know about, let’s talk! Let’s schedule a coffee and chat about it. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast  

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Schedule a complimentary virtual coffee with me and let’s talk about what’s going on in your business and neighborhood that I should know about! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

There are many news topics that affect the wealth management business. Whether it’s a government policy change or something that happens around the world and everything in between. I have chats with advisors about these stories nearly every single day. And trust me when I say I have a few opinions about them! 

 

This week, I’ll be looking at some of the news stories and policies that are shaping our business and your client’s money. 

 

If there’s something going on in your neighborhood or province that is affecting your business or your client’s money that I might not know about, but would be good for others across the country to know about, let’s talk! Let’s schedule a coffee and chat about it. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast  

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 1014 57 full EP56: Creating Moments of Delight for Your Clients with Nat Korol EP56: Creating Moments of Delight for Your Clients with Nat Korol https://www.ipcc.ca/podcast/ep56-client-experience-moments-of-delight-with-nat-korol Mon, 13 May 2024 05:01:00 -0400 ipcdigitalmarketing.podbean.com/9de6db3e-ab14-3596-9b4c-d1c9ff23c0f8 Schedule a complimentary virtual coffee with me and let’s talk about how you create moments of delight for your clients in your business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Warren Buffett once said “Any business with delighted customers has a sales force they won’t have to pay; You don’t see them, but they are talking to people all the time.”

 

There are countless tools available today to help entrepreneurs market their services to current and potential clients. But what really makes you stand out? 

 

Nat Korol is here to talk about how you can create moments of delight for your clients, and that ultimately can lead to a growing business through increased client retention and referrals!

 

Nat Korol combines 15 years of marketing experience from working in finance, investor relations, media distribution, and brand marketing to help organizations identify marketing niches and translate them into tangible business outcomes. As a co-founder of a Toronto-based B2B creative marketing firm, Hyphen, Nat's focused on building a responsible culture and a sustainable business that's leading the change on how agencies operate.

 

Since 2016, Hyphen has partnered with over 50 organizations to deliver impactful digital marketing strategy and design, all while donating 1% of their revenue (not profits) to Environmental Defense Canada via 1% for the Planet Business Members, and on average, taking 3 weeks vacation plus 2 weeks off over the winter holidays annually!

 

Her passion for learning and sharing her knowledge has led her to lecturing on Content Marketing Strategy to post-graduate students at Humber College and on Professional Media Sales to fourth-year undergrads at University of Guelph-Humber. She was nominated for Canada’s Top 40 Under 40, and was named Top B2B Marketing Strategist of the Year 2023 by International Association of Top Professionals. 

 

Learn more about Hyphen at http://hyphenco.com 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast  

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Schedule a complimentary virtual coffee with me and let’s talk about how you create moments of delight for your clients in your business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Warren Buffett once said “Any business with delighted customers has a sales force they won’t have to pay; You don’t see them, but they are talking to people all the time.”

 

There are countless tools available today to help entrepreneurs market their services to current and potential clients. But what really makes you stand out? 

 

Nat Korol is here to talk about how you can create moments of delight for your clients, and that ultimately can lead to a growing business through increased client retention and referrals!

 

Nat Korol combines 15 years of marketing experience from working in finance, investor relations, media distribution, and brand marketing to help organizations identify marketing niches and translate them into tangible business outcomes. As a co-founder of a Toronto-based B2B creative marketing firm, Hyphen, Nat's focused on building a responsible culture and a sustainable business that's leading the change on how agencies operate.

 

Since 2016, Hyphen has partnered with over 50 organizations to deliver impactful digital marketing strategy and design, all while donating 1% of their revenue (not profits) to Environmental Defense Canada via 1% for the Planet Business Members, and on average, taking 3 weeks vacation plus 2 weeks off over the winter holidays annually!

 

Her passion for learning and sharing her knowledge has led her to lecturing on Content Marketing Strategy to post-graduate students at Humber College and on Professional Media Sales to fourth-year undergrads at University of Guelph-Humber. She was nominated for Canada’s Top 40 Under 40, and was named Top B2B Marketing Strategist of the Year 2023 by International Association of Top Professionals. 

 

Learn more about Hyphen at http://hyphenco.com 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast  

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 2536 56 full EP55: How A.I. is Reshaping the Wealth Management Industry with Conquest Planning's Brad Joudrie EP55: How A.I. is Reshaping the Wealth Management Industry with Conquest Planning's Brad Joudrie https://www.ipcc.ca/podcast/ep55-ai-technology-with-brad-joudrie Mon, 29 Apr 2024 05:00:00 -0400 ipcdigitalmarketing.podbean.com/66e30b4c-5a77-3fbe-b34b-3292b6d949ab Schedule a complimentary virtual coffee with me and let’s talk about how you’re using A.I. and technology in your business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

Everywhere you turn, people are talking about A.I. - artificial intelligence. It’s becoming a major player in every industry and on the way to being part of our everyday lives at a very fast pace.  

 

But if you’re like me, you’re probably asking “What is A.I.?” For those of us in the wealth management industry, is it something we should worry about or something we can harness and use?

 

Joining me to answer these questions is someone that is involved in the A.I. world in our industry, Brad Joudrie from Conquest Planning!

 

As the Chief Revenue Officer at Conquest Planning Inc., Brad Joudrie brings a wealth of experience in the technology arena. He holds an Honours Bachelor of Commerce degree from McMaster University and has nearly two decades of expertise in the field.

 

Following a successful career in sales and sales leadership roles within the human capital management space, Brad transitioned to financial services technology, where he led global sales for Advicent Solutions (NaviPlan), making significant contributions to the company's growth.

 

Following this, Brad took on the challenge of expanding Quovo Inc., a leading data aggregation technology firm, into the Canadian market until its eventual sale to Plaid. In 2019, he joined Conquest Planning to spearhead go-to-market efforts as its Chief Revenue Officer.

 

Conquest Planning has since established itself as a market leader in the financial advice space in Canada, with recent expansions into both the UK and US markets, in large part thanks to Brad's strategic guidance.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast  

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Schedule a complimentary virtual coffee with me and let’s talk about how you’re using A.I. and technology in your business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  


Everywhere you turn, people are talking about A.I. - artificial intelligence. It’s becoming a major player in every industry and on the way to being part of our everyday lives at a very fast pace.  

 

But if you’re like me, you’re probably asking “What is A.I.?” For those of us in the wealth management industry, is it something we should worry about or something we can harness and use?

 

Joining me to answer these questions is someone that is involved in the A.I. world in our industry, Brad Joudrie from Conquest Planning!

 

As the Chief Revenue Officer at Conquest Planning Inc., Brad Joudrie brings a wealth of experience in the technology arena. He holds an Honours Bachelor of Commerce degree from McMaster University and has nearly two decades of expertise in the field.

 

Following a successful career in sales and sales leadership roles within the human capital management space, Brad transitioned to financial services technology, where he led global sales for Advicent Solutions (NaviPlan), making significant contributions to the company's growth.

 

Following this, Brad took on the challenge of expanding Quovo Inc., a leading data aggregation technology firm, into the Canadian market until its eventual sale to Plaid. In 2019, he joined Conquest Planning to spearhead go-to-market efforts as its Chief Revenue Officer.

 

Conquest Planning has since established itself as a market leader in the financial advice space in Canada, with recent expansions into both the UK and US markets, in large part thanks to Brad's strategic guidance.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast  

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 2202 55 full EP54: Successfully Completing Your Succession Plan with Ron Harvey EP54: Successfully Completing Your Succession Plan with Ron Harvey https://www.ipcc.ca/podcast/ep54-succession-planning-with-ron-harvey Mon, 15 Apr 2024 05:00:00 -0400 ipcdigitalmarketing.podbean.com/edca38af-c5e7-322e-9ad9-0ad3e2c9cfcd Schedule a complimentary virtual coffee with me and let’s talk about how you cater to high net worth investors! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Succession is a reality for everyone. Believe it or not, one day, you’re going to be ready to retire and enjoy the fruits of your hard work over the years. To do it right, it takes planning, preparation and the right mindset. 

 

Today, we’re talking to someone who has gone through the process and had a successful exit from his business, Ron Harvey. We’ll dig into his story and how he was able to successfully put together a succession plan, look after his clients and still keep his hand in the industry he loves so much. 

 

Ron Harvey has been a financial advisor for 30 years. He was Senior Financial Advisor with IPC for 9+ years and is a proud recipient of IPC’s Legacy Award in 2022. Before IPC, he was a Senior Financial Advisor and branch manager for two other firms. In his volunteer roles, he is Chair of the Board of FP Canada and has been a board member since 2017. He was a board member of CPA Ontario from the time of the merger of the three accounting bodies in 2014 until 2017. Prior to that, he was chair of CGA Ontario at the time of the merger. I am a Fellow of CPA Ontario and am also an FP Canada Fellow.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast 

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Schedule a complimentary virtual coffee with me and let’s talk about how you cater to high net worth investors! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Succession is a reality for everyone. Believe it or not, one day, you’re going to be ready to retire and enjoy the fruits of your hard work over the years. To do it right, it takes planning, preparation and the right mindset. 

 

Today, we’re talking to someone who has gone through the process and had a successful exit from his business, Ron Harvey. We’ll dig into his story and how he was able to successfully put together a succession plan, look after his clients and still keep his hand in the industry he loves so much. 

 

Ron Harvey has been a financial advisor for 30 years. He was Senior Financial Advisor with IPC for 9+ years and is a proud recipient of IPC’s Legacy Award in 2022. Before IPC, he was a Senior Financial Advisor and branch manager for two other firms. In his volunteer roles, he is Chair of the Board of FP Canada and has been a board member since 2017. He was a board member of CPA Ontario from the time of the merger of the three accounting bodies in 2014 until 2017. Prior to that, he was chair of CGA Ontario at the time of the merger. I am a Fellow of CPA Ontario and am also an FP Canada Fellow.

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast 

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 1461 54 full EP53: Building a Family Office-Type Business for High Net Worth Investors with Dean Trudeau EP53: Building a Family Office-Type Business for High Net Worth Investors with Dean Trudeau https://www.ipcc.ca/podcast/ep53-high-net-worth-family-office-with-dean-trudeau Mon, 01 Apr 2024 05:00:00 -0400 ipcdigitalmarketing.podbean.com/b8a1b687-535c-3c3c-938a-5046b6a72205 Schedule a complimentary virtual coffee with me and let’s talk about how you cater to high net worth investors! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchri

 

Every financial advisor wants to serve the high-net-worth market.  However, the rich are different from you and me.  They have specialized needs and other considerations that involve more than just looking for someone to manage the money.   It takes a lot to put together the right set of professionals to help high net worth individuals solve their financial problems. 

 

Our next guest has done just that.  In a short period of time, Dean Trudeau has built a truly unique offering for his clients gathering a team of professionals together in one location to serve client needs. 

 

Dean Trudeau is the Founder of OPES Family Advisory in Ottawa and heads up the investment strategy Committee as lead portfolio manager. Dean began his investment career in 1987 and has held the designation of CERTIFIED FINANCIAL PLANNER™ for over 25 years. Dean’s deep commitment to his field, his enthusiastic initiatives, breadth of knowledge, and experience have made him a formidable speaker all over Canada.  Throughout his outstanding career, his diligent work has been recognized with many industry awards.

 

What do you do to cater to high net worth individuals? Are you looking to expand your business in this market? I’d love to chat with you about your business and show you how I can help! Let’s schedule a virtual coffee and chat. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast 

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Schedule a complimentary virtual coffee with me and let’s talk about how you cater to high net worth investors! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchri

 

Every financial advisor wants to serve the high-net-worth market.  However, the rich are different from you and me.  They have specialized needs and other considerations that involve more than just looking for someone to manage the money.   It takes a lot to put together the right set of professionals to help high net worth individuals solve their financial problems. 

 

Our next guest has done just that.  In a short period of time, Dean Trudeau has built a truly unique offering for his clients gathering a team of professionals together in one location to serve client needs. 

 

Dean Trudeau is the Founder of OPES Family Advisory in Ottawa and heads up the investment strategy Committee as lead portfolio manager. Dean began his investment career in 1987 and has held the designation of CERTIFIED FINANCIAL PLANNER™ for over 25 years. Dean’s deep commitment to his field, his enthusiastic initiatives, breadth of knowledge, and experience have made him a formidable speaker all over Canada.  Throughout his outstanding career, his diligent work has been recognized with many industry awards.

 

What do you do to cater to high net worth individuals? Are you looking to expand your business in this market? I’d love to chat with you about your business and show you how I can help! Let’s schedule a virtual coffee and chat. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast 

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 1834 53 full EP52 - What I Learned from Five Star Hotels and and How to Offer Five Star Service in Your Business EP52 - What I Learned from Five Star Hotels and and How to Offer Five Star Service in Your Business https://www.ipcc.ca/podcast/ep52-five-star-service-chris-reynolds Mon, 18 Mar 2024 05:00:00 -0400 ipcdigitalmarketing.podbean.com/bc4c86d9-4d4a-3e23-8d24-1ec9a5dc48a8 Schedule a complimentary virtual coffee with me and let’s talk about how you offer five star service in your own business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

I recently had the good fortune to travel through Southeast Asia on an epic 17 city tour. Travel is one of my passions. It allows me to see how the rest of the world lives, their cultures and most importantly their food!  I love to embrace new places and study what makes them different from us in North America.

 

When you travel as much as I do, you get to stay at many different types of hotels and dine at different restaurants. Some disappoint, some meet your expectations and others are so outstanding that you must tell everyone you meet about your experiences.

 

After my last trip, I started to take notes on why some places were so fantastic and stood out from the others. And why some could charge a big premium for what they do for essentially the same commodity. 

 

In this episode, you’ll learn the three things these five star companies do so well that you should integrate into your own business. 

 

What do you do to offer a five star service to your clients? Let’s have a virtual coffee and talk about it!

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast 

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Schedule a complimentary virtual coffee with me and let’s talk about how you offer five star service in your own business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

I recently had the good fortune to travel through Southeast Asia on an epic 17 city tour. Travel is one of my passions. It allows me to see how the rest of the world lives, their cultures and most importantly their food!  I love to embrace new places and study what makes them different from us in North America.

 

When you travel as much as I do, you get to stay at many different types of hotels and dine at different restaurants. Some disappoint, some meet your expectations and others are so outstanding that you must tell everyone you meet about your experiences.

 

After my last trip, I started to take notes on why some places were so fantastic and stood out from the others. And why some could charge a big premium for what they do for essentially the same commodity. 

 

In this episode, you’ll learn the three things these five star companies do so well that you should integrate into your own business. 

 

What do you do to offer a five star service to your clients? Let’s have a virtual coffee and talk about it!

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast 

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

 

Cheers,

Chris

]]> Investment Planning Counsel false No 921 52 full EP51 - Learning About the Canadian Investment Regulatory Organization with CEO Andrew J. Kriegler EP51 - Learning About the Canadian Investment Regulatory Organization with CEO Andrew J. Kriegler https://www.ipcc.ca/podcast/ep51-sro-regulations-compliance-with-andrew-kriegler Mon, 04 Mar 2024 05:00:00 -0500 ipcdigitalmarketing.podbean.com/e783d39d-1b49-3edf-8acf-8710e5d34941 Schedule a complimentary virtual coffee with me and let’s talk about how I can help you grow your business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

As we continue our series of conversions with the regulators, today I’m talking with the new CEO of  Canadian Investment Regulatory Organization (CIRO), Andrew J. Kriegler.

 

In this episode, we discuss…

  • The purpose of an SRO and the story behind the merger of IIROC and MDFA.
  • The benefits of the merger for advisors and consumers.
  • The challenges Andrew and his team are facing through the merger process.
  • The recent white paper that was issued regarding commission redirection

 

Andrew J. Kriegler is the inaugural CEO of the Canadian Investment Regulatory Organization (CIRO) formed on January 1, 2023, through the amalgamation of the Investment Industry Regulatory Organization of Canada (IIROC) and the Mutual Fund Dealers Association of Canada (MFDA).

 

In late 2014, Andrew was appointed President and CEO of the Investment Industry Regulatory Organization of Canada (IIROC), CIRO’s predecessor organization. Before coming to IIROC, Andrew served as Deputy Superintendent of the Office of the Superintendent of Financial Institutions (OSFI) where he was responsible for the prudential supervision of Canada's federally regulated financial institutions. He also spent 25 years in the private sector, most recently as Treasurer of CIBC from 2008 to 2012, and earlier as Senior Vice President & Chief Human Resources Officer of Moody's Corporation, parent of the credit rating agency Moody’s Investors Service, where he had been the Canadian Country Managing Director.

 

Andrew has also worked as a treasury executive, as a securitization and debt capital markets banker, as an analyst and then a trader on a mortgage-backed securities trading desk.

 

What do you do in your business to make sure you are compliant? How do you protect not only yourself but your clients? Let’s have a virtual coffee and talk about it. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast 

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

Cheers,

Chris

]]> Schedule a complimentary virtual coffee with me and let’s talk about how I can help you grow your business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

As we continue our series of conversions with the regulators, today I’m talking with the new CEO of  Canadian Investment Regulatory Organization (CIRO), Andrew J. Kriegler.

 

In this episode, we discuss…

  • The purpose of an SRO and the story behind the merger of IIROC and MDFA.
  • The benefits of the merger for advisors and consumers.
  • The challenges Andrew and his team are facing through the merger process.
  • The recent white paper that was issued regarding commission redirection

 

Andrew J. Kriegler is the inaugural CEO of the Canadian Investment Regulatory Organization (CIRO) formed on January 1, 2023, through the amalgamation of the Investment Industry Regulatory Organization of Canada (IIROC) and the Mutual Fund Dealers Association of Canada (MFDA).

 

In late 2014, Andrew was appointed President and CEO of the Investment Industry Regulatory Organization of Canada (IIROC), CIRO’s predecessor organization. Before coming to IIROC, Andrew served as Deputy Superintendent of the Office of the Superintendent of Financial Institutions (OSFI) where he was responsible for the prudential supervision of Canada's federally regulated financial institutions. He also spent 25 years in the private sector, most recently as Treasurer of CIBC from 2008 to 2012, and earlier as Senior Vice President & Chief Human Resources Officer of Moody's Corporation, parent of the credit rating agency Moody’s Investors Service, where he had been the Canadian Country Managing Director.

 

Andrew has also worked as a treasury executive, as a securitization and debt capital markets banker, as an analyst and then a trader on a mortgage-backed securities trading desk.

 

What do you do in your business to make sure you are compliant? How do you protect not only yourself but your clients? Let’s have a virtual coffee and talk about it. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast 

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

Cheers,

Chris

]]> Investment Planning Counsel false No 2227 51 full EP50 - Building Resilience through Adversity with Peace by Chocolate Founder Tareq Hadhad EP50 - Building Resilience through Adversity with Peace by Chocolate Founder Tareq Hadhad https://www.ipcc.ca/podcast/ep50-building-resilience-through-adversity-with-tareq-hadhad Mon, 19 Feb 2024 05:00:00 -0500 ipcdigitalmarketing.podbean.com/416533a6-2911-3578-8125-19da8a3d8eed Schedule a complimentary virtual coffee with me and let’s talk about how I can help you grow your business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

We have challenges we face in life. Having the right mindset helps you overcome the challenges. 

 

My guest today has had unbelievable obstacles in his family’s life. Their successful business was destroyed by bombs. They were displaced from the country of their birth. They moved to Canada, a country they had never been to before, to start a new life.

 

By combining entrepreneurship and the principles that matter most to them, they’ve not only built a successful business, but a business that gives back to the community and the world everyday. 

 

Meet Tareq Hadhad, the founder and CEO of Peace by Chocolate. 

 

In 2012, the Hadhad’s home and factory that housed the family chocolate-making business were destroyed which forced them to seek safety in other countries. A former medical student at Damascus University and long-time peacekeeping advocate, Tareq joined medical relief efforts after arriving in Lebanon. A new life began when Tareq and his family were welcomed to Canada on a community-based sponsorship. 

 

Passionate about peace and entrepreneurship, his family relaunched the family business to recreate the chocolates they once exported across the Middle East and their story has turned into an international inspiring phenomenon.

 

Author Jon Tattrie wrote a book about the Hadhad’s story which has become a bestseller. A feature film, Peace by Chocolate, also based on the family’s story, premiered at the Tribeca Film Festival and launched in Cineplex theaters across 

 

Tareq speaks on the compelling story of his family, the positive impact of newcomers, and the spirit of resiliency, entrepreneurship and giving back.

 

Tareq and I talk about:

  • His story - from 
  • How your journey in entrepreneurship is part of a much larger story that’s bigger than you!
  • Understanding the value of people in your business - from clients to employees
  • Your ROK (Return on Kindness) is more important than your ROI
  • The importance of your values in leadership. 

 

What adversities have you gone through in your business? We all have a story and I’d love to hear yours! Let’s have a virtual coffee and talk about it. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast 

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

Cheers,

Chris

]]> Schedule a complimentary virtual coffee with me and let’s talk about how I can help you grow your business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

We have challenges we face in life. Having the right mindset helps you overcome the challenges. 

 

My guest today has had unbelievable obstacles in his family’s life. Their successful business was destroyed by bombs. They were displaced from the country of their birth. They moved to Canada, a country they had never been to before, to start a new life.

 

By combining entrepreneurship and the principles that matter most to them, they’ve not only built a successful business, but a business that gives back to the community and the world everyday. 

 

Meet Tareq Hadhad, the founder and CEO of Peace by Chocolate. 

 

In 2012, the Hadhad’s home and factory that housed the family chocolate-making business were destroyed which forced them to seek safety in other countries. A former medical student at Damascus University and long-time peacekeeping advocate, Tareq joined medical relief efforts after arriving in Lebanon. A new life began when Tareq and his family were welcomed to Canada on a community-based sponsorship. 

 

Passionate about peace and entrepreneurship, his family relaunched the family business to recreate the chocolates they once exported across the Middle East and their story has turned into an international inspiring phenomenon.

 

Author Jon Tattrie wrote a book about the Hadhad’s story which has become a bestseller. A feature film, Peace by Chocolate, also based on the family’s story, premiered at the Tribeca Film Festival and launched in Cineplex theaters across 

 

Tareq speaks on the compelling story of his family, the positive impact of newcomers, and the spirit of resiliency, entrepreneurship and giving back.

 

Tareq and I talk about:

  • His story - from 
  • How your journey in entrepreneurship is part of a much larger story that’s bigger than you!
  • Understanding the value of people in your business - from clients to employees
  • Your ROK (Return on Kindness) is more important than your ROI
  • The importance of your values in leadership. 

 

What adversities have you gone through in your business? We all have a story and I’d love to hear yours! Let’s have a virtual coffee and talk about it. 

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast 

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

Cheers,

Chris

]]> Investment Planning Counsel false No 2495 50 full EP49 - There’s More than One Way to Prepare for the Succession of Your Business with John Novachis EP49 - There’s More than One Way to Prepare for the Succession of Your Business with John Novachis https://www.ipcc.ca/podcast/ep49-creative-ways-to-develop-your-succession-plan-with-john-novachis Mon, 05 Feb 2024 05:00:00 -0500 ipcdigitalmarketing.podbean.com/978a69d6-30e0-359d-92ef-84030a6b088a Do you have questions about your succession plan? If so, let’s chat! Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Entrepreneurs often come up against one of their biggest challenges when it’s time to exit their business. Undoubtedly, there’s lots to think about: clients, staff, and themselves. I’ve sold my business numerous times and had the same anxieties and sleepless nights every time.

 

Each time, I had questions: How do I maximize the value of my business? How do I determine who my successor should be? How will I know my clients will be looked after? What happens to the loyal team that helped me build my business? How do I extend the legacy I have built?

 

If you’re at this stage of your entrepreneurial journey, this episode is for you. 

 

John Novachis, the Executive Vice President of Corporate Growth and Development at IPC spends his days working with independent financial advisors, to help them navigate this crucial part of entrepreneurial journey. With over 25 years in the business, John has helped many Advisors prepare for and succeed their business well. This includes supporting them in overcoming challenges, identifying the right succession strategy, and maximizing the value they can extract from their business.  

 

John and I talk about:

  • His own journey and how he helped develop IPC Pinnacle, IPC’s corporate branch model, which is a succession option for independent advisors in Canada.
  • The other strategies for succession Advisors have in today’s business environment.
  • The biggest concerns and opportunities Advisors face with succession planning.

 

I’ve been through the succession planning process myself. If you need someone to have a conversation with and talk about your current plan, I’d love to personally chat with you about yours over a virtual coffee!

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast 

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

Cheers,

Chris

]]> Do you have questions about your succession plan? If so, let’s chat! Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Entrepreneurs often come up against one of their biggest challenges when it’s time to exit their business. Undoubtedly, there’s lots to think about: clients, staff, and themselves. I’ve sold my business numerous times and had the same anxieties and sleepless nights every time.

 

Each time, I had questions: How do I maximize the value of my business? How do I determine who my successor should be? How will I know my clients will be looked after? What happens to the loyal team that helped me build my business? How do I extend the legacy I have built?

 

If you’re at this stage of your entrepreneurial journey, this episode is for you. 

 

John Novachis, the Executive Vice President of Corporate Growth and Development at IPC spends his days working with independent financial advisors, to help them navigate this crucial part of entrepreneurial journey. With over 25 years in the business, John has helped many Advisors prepare for and succeed their business well. This includes supporting them in overcoming challenges, identifying the right succession strategy, and maximizing the value they can extract from their business.  

 

John and I talk about:

  • His own journey and how he helped develop IPC Pinnacle, IPC’s corporate branch model, which is a succession option for independent advisors in Canada.
  • The other strategies for succession Advisors have in today’s business environment.
  • The biggest concerns and opportunities Advisors face with succession planning.

 

I’ve been through the succession planning process myself. If you need someone to have a conversation with and talk about your current plan, I’d love to personally chat with you about yours over a virtual coffee!

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast 

 

If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!  

Cheers,

Chris



]]> Investment Planning Counsel false No 2104 49 full EP48 - Learning About the Office of the Investor with CIRO’s Karen McGuinness EP48 - Learning About the Office of the Investor with CIRO’s Karen McGuinness https://www.ipcc.ca/podcast/ep48-compliance-regulation-karen-mcguiness Mon, 22 Jan 2024 05:01:00 -0500 ipcdigitalmarketing.podbean.com/39257abd-1f49-36fc-abcb-0a0621a73360 Although all of us wished we lived in a world where everyone played fair, we know there’s no such place.  In every industry, there are regulators to keep the consumer safe, especially in the financial industry.

 

I have said this before: We are in the business of trust. People trust that the advice we give them is in their best interest.

 

Regulators are there to make sure that we are following a consistent methodology and have the notes and paperwork to prove it. This is not an enviable role to play. Believe it or not, entrepreneurs sometimes don’t like their integrity being questioned or to show their work. This can cause undue friction because after all they are only doing their job. 

 

At our recent National Fall Summit in Halifax for advisors, we had the pleasure of hosting a fireside chat with today’s guest. And as I sat in the audience, I realized that the regulators never really get to tell their side of the story and their perspective.

 

That changes now.

 

On this episode, I chat with Karen McGuinness who runs the new ‘Office of the Investor’ at the Canadian Investment Regulatory Organization (CIRO). She was previously president & CEO of the Mutual Fund Dealers Association (MFDA), and has held positions at the Enforcement branch at the Ontario Securities Commission (OSC).  She is quite the authority on regulations, the (Self-Regulatory Organizations) SROs and what exactly regulators are looking for out there. 

 

What do you and your team do stay compliant? How do you work to build and show trust with your clients? I’d love to hear what you do over a virtual coffee!

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris   

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast/ 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Chris

]]> Although all of us wished we lived in a world where everyone played fair, we know there’s no such place.  In every industry, there are regulators to keep the consumer safe, especially in the financial industry.

 

I have said this before: We are in the business of trust. People trust that the advice we give them is in their best interest.

 

Regulators are there to make sure that we are following a consistent methodology and have the notes and paperwork to prove it. This is not an enviable role to play. Believe it or not, entrepreneurs sometimes don’t like their integrity being questioned or to show their work. This can cause undue friction because after all they are only doing their job. 

 

At our recent National Fall Summit in Halifax for advisors, we had the pleasure of hosting a fireside chat with today’s guest. And as I sat in the audience, I realized that the regulators never really get to tell their side of the story and their perspective.

 

That changes now.

 

On this episode, I chat with Karen McGuinness who runs the new ‘Office of the Investor’ at the Canadian Investment Regulatory Organization (CIRO). She was previously president & CEO of the Mutual Fund Dealers Association (MFDA), and has held positions at the Enforcement branch at the Ontario Securities Commission (OSC).  She is quite the authority on regulations, the (Self-Regulatory Organizations) SROs and what exactly regulators are looking for out there. 

 

What do you and your team do stay compliant? How do you work to build and show trust with your clients? I’d love to hear what you do over a virtual coffee!

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris   

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast/ 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Chris

]]> Investment Planning Counsel false No 1565 48 full EP47 - Turn Strategy into Action with Keita Demming EP47 - Turn Strategy into Action with Keita Demming https://www.ipcc.ca/podcast/ep47-planning-goals-keita-demming Mon, 08 Jan 2024 05:00:00 -0500 ipcdigitalmarketing.podbean.com/8fd22118-edd9-3863-948d-de04fe487c05 It’s a new year! The next 12 months are a blank canvas that we can turn into something amazing for our business and in life. They call it a New Year’s resolution, so of course there will be a lot of talk about goals, visions, and plans for what we want to accomplish in the new year. And by the end of Q1, so often we feel as if we didn’t take as much action on what we want to accomplish. Have you experienced that? 

 

But how do we effectively turn strategy into action? How can we do this well and drive growth for our business, our clients, and our lives? How do we make those big plans happen? 

 

Our guest today is an expert on that and has literally written the book on it - Keita Demming!

 

As an Author, Trusted Advisor and Thought Leader in design, strategy, and innovation, Keita strongly believes that the more we learn from others, the more likely we are to find our journey a little easier. His clients describe him as helping people become better businesspeople and better people in business. 

 

His book, Strategy to Action is described as “a practical methodology that will turn your biggest ideas into real offerings in your business and life.” He is an award-winning educator and coach who is working to transform companies into places and spaces that are idea-driven and people-centred. As a high school dropout turned PhD, he now uses education and coaching as a tool to help clients thrive professionally and personally. 

 

Learn more about Keita and pick up his book, “Strategy to Action: Run Your Business Without It Running You,” at https://keitademming.com/

 

What do you want to accomplish in the new year? How are you going to take your strategy and turn it into action?  I’d love to hear your stories and chat over a virtual coffee!

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast/ 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Chris

 

]]> It’s a new year! The next 12 months are a blank canvas that we can turn into something amazing for our business and in life. They call it a New Year’s resolution, so of course there will be a lot of talk about goals, visions, and plans for what we want to accomplish in the new year. And by the end of Q1, so often we feel as if we didn’t take as much action on what we want to accomplish. Have you experienced that? 

 

But how do we effectively turn strategy into action? How can we do this well and drive growth for our business, our clients, and our lives? How do we make those big plans happen? 

 

Our guest today is an expert on that and has literally written the book on it - Keita Demming!

 

As an Author, Trusted Advisor and Thought Leader in design, strategy, and innovation, Keita strongly believes that the more we learn from others, the more likely we are to find our journey a little easier. His clients describe him as helping people become better businesspeople and better people in business. 

 

His book, Strategy to Action is described as “a practical methodology that will turn your biggest ideas into real offerings in your business and life.” He is an award-winning educator and coach who is working to transform companies into places and spaces that are idea-driven and people-centred. As a high school dropout turned PhD, he now uses education and coaching as a tool to help clients thrive professionally and personally. 

 

Learn more about Keita and pick up his book, “Strategy to Action: Run Your Business Without It Running You,” at https://keitademming.com/

 

What do you want to accomplish in the new year? How are you going to take your strategy and turn it into action?  I’d love to hear your stories and chat over a virtual coffee!

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast/ 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Chris

 

]]> Investment Planning Counsel false No 1985 47 full EP46 - A Look Back at 2023 and Three Things to Do in the New Year to Succeed EP46 - A Look Back at 2023 and Three Things to Do in the New Year to Succeed https://www.ipcc.ca/podcast/ep46-endofyear-successtips-chris-reynolds Mon, 18 Dec 2023 05:00:00 -0500 ipcdigitalmarketing.podbean.com/569ab2c0-492e-3ee6-89dd-930593a7af3f What a year 2023 was! I’ve decided to call it “the year of overcoming obstacles.”

 

There is an old proverb that says “may you live in interesting times.” Times are sure interesting right now and for us, that can be a good thing!

 

In this end of the year wrap up, I’m taking a look back at the challenges we had to face in 2023, how challenging times can be a GOOD thing for advisors and I’ll share the three things you need to do in the new year to succeed.

 

What do you want to accomplish in the new year? How are you going to take the lessons you learned in 2023 and use them to fuel your 2024?  I’d love to hear your stories and chat over a virtual coffee!

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast/ 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Chris

]]> What a year 2023 was! I’ve decided to call it “the year of overcoming obstacles.”

 

There is an old proverb that says “may you live in interesting times.” Times are sure interesting right now and for us, that can be a good thing!

 

In this end of the year wrap up, I’m taking a look back at the challenges we had to face in 2023, how challenging times can be a GOOD thing for advisors and I’ll share the three things you need to do in the new year to succeed.

 

What do you want to accomplish in the new year? How are you going to take the lessons you learned in 2023 and use them to fuel your 2024?  I’d love to hear your stories and chat over a virtual coffee!

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast/ 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Chris




]]> Investment Planning Counsel false No 548 46 full EP45 - Growing Your Business by Growing Your Community with Renée Rebelo EP45 - Growing Your Business by Growing Your Community with Renée Rebelo https://www.ipcc.ca/podcast/ep45-community-niche-renee-rebelo Mon, 11 Dec 2023 05:00:00 -0500 ipcdigitalmarketing.podbean.com/c129b168-c55f-3c60-896f-84ce3b166329 All great businesses create a community. They create a sense of belonging to something with people who have similar things in common.  This is very true in the wealth management business, too. Great advisors create a community with their clients, share ideas and give them a sense of belonging.  

 

There is no better example of this than Renée Rebelo.

 

During the pandemic, Renée went live on Facebook everyday for 30 days during lockdown. From that, she built a community of followers, gained clients and received a book deal! She shares how she has also built a community around mixing her two passions: travel and financial planning. 

 

Renée F. Rebelo is an award-winning industry leader and recognized as one of the top 50 professionals in her field. As a Financial Motivational Speaker and Leading Financial Strategist, Renée’s passion is to assist people, execute strategies and develop solutions that directly support their financial visions. When Renée’s dad died suddenly at the young age of 42, she watched as her family lost everything and learned the hard way why proper financial planning is so important.  This led her into the financial management industry 20 plus years ago.  Now as a busy independent mom of two young adults, Renée manages two separate businesses and strives to educate, motivate, and empower people to achieve financial success.

 

She’s a Certified Financial Planner, Certified Divorce Financial Analyst® Professional and Wealth Advisor, Renée has helped hundreds of people to organize their financial life and live their financial freedom, giving people peace of mind!

 

What do you do to build community with your clients? Have you learned how to leverage social media to stay connected with them? I’d love to hear your stories and chat over a virtual coffee!

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast/ 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Chris

 

]]> All great businesses create a community. They create a sense of belonging to something with people who have similar things in common.  This is very true in the wealth management business, too. Great advisors create a community with their clients, share ideas and give them a sense of belonging.  

 

There is no better example of this than Renée Rebelo.

 

During the pandemic, Renée went live on Facebook everyday for 30 days during lockdown. From that, she built a community of followers, gained clients and received a book deal! She shares how she has also built a community around mixing her two passions: travel and financial planning. 

 

Renée F. Rebelo is an award-winning industry leader and recognized as one of the top 50 professionals in her field. As a Financial Motivational Speaker and Leading Financial Strategist, Renée’s passion is to assist people, execute strategies and develop solutions that directly support their financial visions. When Renée’s dad died suddenly at the young age of 42, she watched as her family lost everything and learned the hard way why proper financial planning is so important.  This led her into the financial management industry 20 plus years ago.  Now as a busy independent mom of two young adults, Renée manages two separate businesses and strives to educate, motivate, and empower people to achieve financial success.

 

She’s a Certified Financial Planner, Certified Divorce Financial Analyst® Professional and Wealth Advisor, Renée has helped hundreds of people to organize their financial life and live their financial freedom, giving people peace of mind!

 

What do you do to build community with your clients? Have you learned how to leverage social media to stay connected with them? I’d love to hear your stories and chat over a virtual coffee!

 

Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris  

 

Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast/ 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Chris

 

]]> Investment Planning Counsel false No 1484 45 full EP44 - What Are You Worried About? Talking Hot Button Topics with Simon Bowers EP44 - What Are You Worried About? Talking Hot Button Topics with Simon Bowers https://www.ipcc.ca/podcast/ep44-talking-hot-button-topics-with-simon-bowers Sun, 10 Dec 2023 14:43:00 -0500 ipcdigitalmarketing.podbean.com/212d853d-dafc-3452-b214-f4aabeedad64 Doom and gloom! Everywhere you look in the news, there’s a reason to worry. Yes, there’s some serious things going on in parts of the world that can affect everyone. But how much of what we read about is really doom and gloom?

 

Today, we’re talking about the hot button topics in the economy that you and your clients could be talking about - and whether it’s something you, or they, should be worried about. 

 

Joining me to talk about the hot topics is a previous guest who deals with high net worth clients every single day, Simon Bowers. 

 

Simon joined IPC in 2022 after a 20 year stint at a Investment Counseling firm where he was both Head of Retail Trading and a Vice-President & Portfolio Manager.  Simon’s portfolio management responsibilities included both a High Net Worth SMA for client accounts as well as the firm’s largest fixed income fund.   Before then he worked at an independent brokerage firm in trading & trade support and at one of Canada’s largest insurers supporting their demutualization. 

 

Simon holds the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FSCI).  He holds the Certified International Wealth Manager (CIWM) from the Association of International Wealth Management, as well as the Responsible Investment Advisor Certification (RIAC) from RI Canada, and the Certified Executor’s Advisor credential from CICEA. 

 

What are you talking about with your clients? How are you handling these important topics and conversations with them? I’d love to hear your stories and chat over a virtual coffee! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Chris

]]> Doom and gloom! Everywhere you look in the news, there’s a reason to worry. Yes, there’s some serious things going on in parts of the world that can affect everyone. But how much of what we read about is really doom and gloom?

 

Today, we’re talking about the hot button topics in the economy that you and your clients could be talking about - and whether it’s something you, or they, should be worried about. 

 

Joining me to talk about the hot topics is a previous guest who deals with high net worth clients every single day, Simon Bowers. 

 

Simon joined IPC in 2022 after a 20 year stint at a Investment Counseling firm where he was both Head of Retail Trading and a Vice-President & Portfolio Manager.  Simon’s portfolio management responsibilities included both a High Net Worth SMA for client accounts as well as the firm’s largest fixed income fund.   Before then he worked at an independent brokerage firm in trading & trade support and at one of Canada’s largest insurers supporting their demutualization. 

 

Simon holds the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FSCI).  He holds the Certified International Wealth Manager (CIWM) from the Association of International Wealth Management, as well as the Responsible Investment Advisor Certification (RIAC) from RI Canada, and the Certified Executor’s Advisor credential from CICEA. 

 

What are you talking about with your clients? How are you handling these important topics and conversations with them? I’d love to hear your stories and chat over a virtual coffee! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Chris

]]> Investment Planning Counsel false No 1694 44 full EP43 - How to Talk About Grief in Business and Life with Dina Bell-Laroche EP43 - How to Talk About Grief in Business and Life with Dina Bell-Laroche https://www.ipcc.ca/podcast/ep43-grief-in-business-and-life-dina-bell-laroche Mon, 13 Nov 2023 05:00:00 -0500 ipcdigitalmarketing.podbean.com/5e2fc174-6c31-33f4-a135-4b2e33c21c37 When we start a business, there’s so much we must learn. Everything from creating the long-term vision to the day-to-day tasks needed to keep things running to how to interact with clients.

 

Yet one thing is still certain: we’re human. Life happens. A client, a coworker, even a partner could pass away. A  tragedy can happen that throws a whole plan off and changes our life or the lives of our clients forever. I personally have had it happen to me on many occasions.

 

We might be trained on how to handle the business and financial side, but how do we handle the human side?  How do we do professional work while dealing with our grief? How do we allow ourselves to be human?

 

Let’s talk about grief in our profession.

 

Here to share some insight into this important topic is Dina Bell-Laroche, who recently wrote a very special book that offers some much-needed understanding and guidance to those struggling with the loss of a colleague, client or trusted advisor.

 

Dina’s life changed dramatically in 2001 after the death of her youngest sister Tracy. Since then, her journey through grief has inspired her to advocate for greater grief and loss literacy.  As a death educator, accredited professional coach, keynote speaker, and published author, Dina’s commitment to help the bereaved re-imagine a new relationship with loss is unwavering. She activates this through workshops, speaking engagements, Grief Cafés, her blogs, and her new book Grief Unleashed: Moving from the hole in our hearts to whole-hearted.

 

Throughout her extensive journey, she has discovered many gems that she is inspired to share with others including building classrooms in Nicaragua, and more recently in Northern Ontario on Treaty 3, in honour of her deceased sister. Her knowledge runs deep. Her teachings are wise. Her practical way of demystifying a taboo topic will leave you feeling more resourced and less isolated. Her hope is to foster greater grief and loss literacy and inspire people to become more compassionate and present to life’s blessings. 

 

Learn more about Dina and her work at https://www.griefunleashed.ca/ 

 

Have you had to deal with a loss in your business? How do you talk to your clients when they suffer a major tragedy in their lives? I’d love to hear your stories and chat over a virtual coffee! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Chris

 

]]> When we start a business, there’s so much we must learn. Everything from creating the long-term vision to the day-to-day tasks needed to keep things running to how to interact with clients.

 

Yet one thing is still certain: we’re human. Life happens. A client, a coworker, even a partner could pass away. A  tragedy can happen that throws a whole plan off and changes our life or the lives of our clients forever. I personally have had it happen to me on many occasions.

 

We might be trained on how to handle the business and financial side, but how do we handle the human side?  How do we do professional work while dealing with our grief? How do we allow ourselves to be human?

 

Let’s talk about grief in our profession.

 

Here to share some insight into this important topic is Dina Bell-Laroche, who recently wrote a very special book that offers some much-needed understanding and guidance to those struggling with the loss of a colleague, client or trusted advisor.

 

Dina’s life changed dramatically in 2001 after the death of her youngest sister Tracy. Since then, her journey through grief has inspired her to advocate for greater grief and loss literacy.  As a death educator, accredited professional coach, keynote speaker, and published author, Dina’s commitment to help the bereaved re-imagine a new relationship with loss is unwavering. She activates this through workshops, speaking engagements, Grief Cafés, her blogs, and her new book Grief Unleashed: Moving from the hole in our hearts to whole-hearted.

 

Throughout her extensive journey, she has discovered many gems that she is inspired to share with others including building classrooms in Nicaragua, and more recently in Northern Ontario on Treaty 3, in honour of her deceased sister. Her knowledge runs deep. Her teachings are wise. Her practical way of demystifying a taboo topic will leave you feeling more resourced and less isolated. Her hope is to foster greater grief and loss literacy and inspire people to become more compassionate and present to life’s blessings. 

 

Learn more about Dina and her work at https://www.griefunleashed.ca/ 

 

Have you had to deal with a loss in your business? How do you talk to your clients when they suffer a major tragedy in their lives? I’d love to hear your stories and chat over a virtual coffee! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Chris

 

]]> Investment Planning Counsel false No 1650 43 full EP42 - The Importance of Philanthropy and Community Giving with Steve Fox EP42 - The Importance of Philanthropy and Community Giving with Steve Fox https://www.ipcc.ca/podcast/ep42-importance-of-philanthropy-and-community-giving-with-steve-fox Mon, 30 Oct 2023 05:01:00 -0400 ipcdigitalmarketing.podbean.com/c3db2722-b9f7-363d-ac78-008b3b92cba2 We’re very lucky people in Canada. We get to help amazing clients succeed with their financial goals while growing a successful business of our own, which gives us such a great, blessed life. But as Spiderman says, "With great power comes great responsibility.”

 

As we grow our business, it’s important to be responsible and give back to the community that we work in.

 

Philanthropy is very important to me and IPC. So much so that every November (up to the time of the pandemic), a team of staff and IPC Advisors make time to travel to Honduras to give back with our time, energy, and financial support to improve their living conditions and lives.

 

Today I want to talk about how business professionals can give back to the community that they serve and how getting your clients involved can be a win-win for all.

 

Joining me to talk about it is a member of our IPC family who, for many years now, has been helping us with our trips to Honduras, Steve Fox. 

 

Steve Fox has more than 30 years of experience as an independent financial planner. He enjoys having the opportunity to make a real difference in their clients’ lives and to help them achieve their wealth and lifestyle goals. Steve’s highly personalized approach in working with his clients ensures enduring relationships. He and his son, Mike work as a team, along with the support of Karen, Deanna and Victoria to provide a wonderful experience for their clients in Windsor, Ontario.

 

What do you do to give back to your community or others around the world? Do you get your clients involved? I’d love to talk with you about it over a virtual coffee! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Chris

]]> We’re very lucky people in Canada. We get to help amazing clients succeed with their financial goals while growing a successful business of our own, which gives us such a great, blessed life. But as Spiderman says, "With great power comes great responsibility.”

 

As we grow our business, it’s important to be responsible and give back to the community that we work in.

 

Philanthropy is very important to me and IPC. So much so that every November (up to the time of the pandemic), a team of staff and IPC Advisors make time to travel to Honduras to give back with our time, energy, and financial support to improve their living conditions and lives.

 

Today I want to talk about how business professionals can give back to the community that they serve and how getting your clients involved can be a win-win for all.

 

Joining me to talk about it is a member of our IPC family who, for many years now, has been helping us with our trips to Honduras, Steve Fox. 

 

Steve Fox has more than 30 years of experience as an independent financial planner. He enjoys having the opportunity to make a real difference in their clients’ lives and to help them achieve their wealth and lifestyle goals. Steve’s highly personalized approach in working with his clients ensures enduring relationships. He and his son, Mike work as a team, along with the support of Karen, Deanna and Victoria to provide a wonderful experience for their clients in Windsor, Ontario.

 

What do you do to give back to your community or others around the world? Do you get your clients involved? I’d love to talk with you about it over a virtual coffee! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Chris

]]> Investment Planning Counsel false No 1818 42 full EP41 - How to Scale a Business: The Pike Place Story EP41 - How to Scale a Business: The Pike Place Story https://www.ipcc.ca/podcast/ep41-how-to-scale-a-business-the-pike-place-story Mon, 16 Oct 2023 05:00:00 -0400 ipcdigitalmarketing.podbean.com/6a3e0f60-12a4-3ca3-b12c-a226dd8742ac One of my favorite books is “The E-Myth” by Michael Gerber. In the book Michael talks about the difference between a practitioner verses an entrepreneur.  A practitioner is someone who builds a business around them. An entrepreneur builds a business around processes to deliver a quality product and experience to a customer which can be duplicated over and over.

 

In today’s podcast, I want to talk about the most important part of building a business – making it scalable. I have spent my career studying what makes businesses successful, I mean truly successful and there are some commonalities among all of them. 

 

To show how to do it, I’m going to talk about one of my favorite examples: a coffee shop in Seattle which turned one location in Pike Place into 12,000 locations worldwide, a market capitalization of $128 billion dollars and a global phenomenon - Starbucks!

 

I’ll share with you the formula they used and how you can implement it into your business.

 

Are you building your business to be scalable? I’d love to talk with you about it over a virtual coffee and show you how to do it! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Chris

]]> One of my favorite books is “The E-Myth” by Michael Gerber. In the book Michael talks about the difference between a practitioner verses an entrepreneur.  A practitioner is someone who builds a business around them. An entrepreneur builds a business around processes to deliver a quality product and experience to a customer which can be duplicated over and over.

 

In today’s podcast, I want to talk about the most important part of building a business – making it scalable. I have spent my career studying what makes businesses successful, I mean truly successful and there are some commonalities among all of them. 

 

To show how to do it, I’m going to talk about one of my favorite examples: a coffee shop in Seattle which turned one location in Pike Place into 12,000 locations worldwide, a market capitalization of $128 billion dollars and a global phenomenon - Starbucks!

 

I’ll share with you the formula they used and how you can implement it into your business.

 

Are you building your business to be scalable? I’d love to talk with you about it over a virtual coffee and show you how to do it! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Chris

]]> Investment Planning Counsel false No 701 40 full EP40 - What Walt Disney World Can Teach Us About a Great Client Experience with Dennis Snow EP40 - What Walt Disney World Can Teach Us About a Great Client Experience with Dennis Snow https://www.ipcc.ca/podcast/ep-40-disney-customer-experience-dennis-snow Mon, 02 Oct 2023 05:01:00 -0400 ipcdigitalmarketing.podbean.com/0acf34e6-af46-3ff2-bf7d-bda1b8f12ad4 When you think of companies that truly deliver great client experiences, which ones come to mind?

 

There are some brands out there that take the client experience to a whole other level. One that is often used as a benchmark is Disney. People will save up for years for a Walt Disney World vacation. The expectations a visitor has are so high and Disney delivers every single time.

 

In our industry, having a remarkable client experience is the biggest way to help you stand out from the rest of the advisor crowd. What can Disney teach us and how can we implement those lessons into our business, so your clients are raving about you to everyone?

 

Our guest today is the perfect person to give us insight… Dennis Snow.

 

Dennis Snow has a passion for service excellence and has consulted with organizations around the world on the subject. Dennis’ customer service abilities were born and developed over 20 years with The Walt Disney World Company.

 

In his last year with Walt Disney World, Dennis’s leadership performance was ranked in the top 3% of the company’s leadership team. Dennis, now a full-time speaker, trainer, and consultant is dedicated to helping organizations achieve their goals in the areas of customer service, employee development, and leadership.

 

He is the author of the book, “Lessons From the Mouse: A Guide for Applying Disney World’s Secrets of Success to Your Organization, Your Career and Your Life.”

 

You can learn more about Dennis and his team and purchase his books at https://snowassociates.com/ 

 

What do you do to create a great client experience? Has an experience you’ve had on vacation taught you something that you implemented into your business? I’d love to talk with you about it over a virtual coffee! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Chris

]]> When you think of companies that truly deliver great client experiences, which ones come to mind?

 

There are some brands out there that take the client experience to a whole other level. One that is often used as a benchmark is Disney. People will save up for years for a Walt Disney World vacation. The expectations a visitor has are so high and Disney delivers every single time.

 

In our industry, having a remarkable client experience is the biggest way to help you stand out from the rest of the advisor crowd. What can Disney teach us and how can we implement those lessons into our business, so your clients are raving about you to everyone?

 

Our guest today is the perfect person to give us insight… Dennis Snow.

 

Dennis Snow has a passion for service excellence and has consulted with organizations around the world on the subject. Dennis’ customer service abilities were born and developed over 20 years with The Walt Disney World Company.

 

In his last year with Walt Disney World, Dennis’s leadership performance was ranked in the top 3% of the company’s leadership team. Dennis, now a full-time speaker, trainer, and consultant is dedicated to helping organizations achieve their goals in the areas of customer service, employee development, and leadership.

 

He is the author of the book, “Lessons From the Mouse: A Guide for Applying Disney World’s Secrets of Success to Your Organization, Your Career and Your Life.”

 

You can learn more about Dennis and his team and purchase his books at https://snowassociates.com/ 

 

What do you do to create a great client experience? Has an experience you’ve had on vacation taught you something that you implemented into your business? I’d love to talk with you about it over a virtual coffee! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Chris

]]> Investment Planning Counsel false No 2018 39 full EP39 - Regulatory Changes that Advisors Need to Know Right Now with Harold Geller EP39 - Regulatory Changes that Advisors Need to Know Right Now with Harold Geller https://www.ipcc.ca/podcast/ep39-understanding-regulatory-changes-harold-geller Mon, 18 Sep 2023 05:01:00 -0400 ipcdigitalmarketing.podbean.com/685b07a5-8344-367b-82e9-1ccf79ae7851 Imagine a scenario where you are building a successful, growing business and then BAM – the market tanks, a client goes to the regulators and tells them you did a terrible job explaining the risks and wants all their money back.

 

How do you prove you did everything right?  What would be your defense?  What if they went further to sue you as well? What do you do?

 

Sounds like a nightmare, but unfortunately it happens all the time.

 

And in fact, the guy that might be representing that client is today’s guest, who is here to help us be prepared: Harold Geller. 

 

Harold is an expert on legal issues affecting investors and those with life insurance. Harold assists investors, insureds, and their lawyers with the analysis of claims, prosecution and settlement of claims in the civil courts and the Ombudsman office for Banking Services and Investments. Harold has assisted over 1,500 Canadians recover financial losses from banks, investment dealers, portfolio managers, life insurance agents, life insurance agencies and life insurers.

 

Harold is a well-known financial industry commentator, a continuing education provider, particularly with respect to regulations, rules, standards and ethics. 

 

He is a member of the OSC’s Seniors Expert Advisory Council, and a former member of the Ontario Securities Commission’s Investor Advisory Panel, a member of IIROC’s Arbitration Working Group, a member of FSRAO’s Consumer Advisory Panel, the former Chair of the OBSI’s Consumer and Investor Advisory Council. He has served for years on lawyer associations executive committees focused on Elder Law and on Life Insurance. 

 

In other words, this guy knows what he is talking about when it comes to risk. 

 

Learn more about Harold at http://gellerlaw.ca

 

What do you do to make sure you are covered and prepared if you end up in legal trouble? I’d love to talk with you about it over a virtual coffee! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

]]> Imagine a scenario where you are building a successful, growing business and then BAM – the market tanks, a client goes to the regulators and tells them you did a terrible job explaining the risks and wants all their money back.

 

How do you prove you did everything right?  What would be your defense?  What if they went further to sue you as well? What do you do?

 

Sounds like a nightmare, but unfortunately it happens all the time.

 

And in fact, the guy that might be representing that client is today’s guest, who is here to help us be prepared: Harold Geller. 

 

Harold is an expert on legal issues affecting investors and those with life insurance. Harold assists investors, insureds, and their lawyers with the analysis of claims, prosecution and settlement of claims in the civil courts and the Ombudsman office for Banking Services and Investments. Harold has assisted over 1,500 Canadians recover financial losses from banks, investment dealers, portfolio managers, life insurance agents, life insurance agencies and life insurers.

 

Harold is a well-known financial industry commentator, a continuing education provider, particularly with respect to regulations, rules, standards and ethics. 

 

He is a member of the OSC’s Seniors Expert Advisory Council, and a former member of the Ontario Securities Commission’s Investor Advisory Panel, a member of IIROC’s Arbitration Working Group, a member of FSRAO’s Consumer Advisory Panel, the former Chair of the OBSI’s Consumer and Investor Advisory Council. He has served for years on lawyer associations executive committees focused on Elder Law and on Life Insurance. 

 

In other words, this guy knows what he is talking about when it comes to risk. 

 

Learn more about Harold at http://gellerlaw.ca

 

What do you do to make sure you are covered and prepared if you end up in legal trouble? I’d love to talk with you about it over a virtual coffee! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

]]> Investment Planning Counsel false No 1740 41 full EP38 - Six Things Arnold Schwarzenegger Can Teach You About Business and Life EP38 - Six Things Arnold Schwarzenegger Can Teach You About Business and Life https://www.ipcc.ca/podcast/ep38-six-business-lessons-from-arnold-schwarzenegger Mon, 04 Sep 2023 05:01:00 -0400 ipcdigitalmarketing.podbean.com/788d2b76-8d18-329a-b533-783260c30fd9 The other day, I was combing Netflix for something to watch and ran across the Arnold Schwarzenegger documentary.  As a lark, I started to watch it.  I don’t think anyone in the world doesn’t know who this man is or can’t recite his famous tagline “I’ll be back.” Who knew a boy from a small town in Austria would become a man who would win Mr. Olympia 7 times, marry a Kennedy, become a successful real estate businessman, then become a movie star selling global blockbuster after global blockbuster and then at the age of 56 ran for and became the Governor of California.

 

Anyone of these feats would be impressive – but all of them?

 

So how did he do all these amazing things? In this episode, I’ll share with you the six major takeaways I had from the documentary and how you can implement them in your own business and life. 

 

Have you seen the documentary? I’d love to talk with you about it over a virtual coffee! Let’s chat about how we can implement these lessons into our business and life. You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

]]> The other day, I was combing Netflix for something to watch and ran across the Arnold Schwarzenegger documentary.  As a lark, I started to watch it.  I don’t think anyone in the world doesn’t know who this man is or can’t recite his famous tagline “I’ll be back.” Who knew a boy from a small town in Austria would become a man who would win Mr. Olympia 7 times, marry a Kennedy, become a successful real estate businessman, then become a movie star selling global blockbuster after global blockbuster and then at the age of 56 ran for and became the Governor of California.

 

Anyone of these feats would be impressive – but all of them?

 

So how did he do all these amazing things? In this episode, I’ll share with you the six major takeaways I had from the documentary and how you can implement them in your own business and life. 

 

Have you seen the documentary? I’d love to talk with you about it over a virtual coffee! Let’s chat about how we can implement these lessons into our business and life. You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

]]> Investment Planning Counsel false No 715 38 full EP37 - BEST OF: Succession Planning EP37 - BEST OF: Succession Planning https://www.ipcc.ca/podcast/ep37-best-of-succession-advice Mon, 21 Aug 2023 05:01:00 -0400 ipcdigitalmarketing.podbean.com/2bde298a-658c-3cc7-ac9c-e6de6b5be6a0 I still find it amazing that business owners build this incredible business, serving clients who rely on them to create wealth for their families and yet over 80% don’t have a defined succession plan of their own.

 

It’s a topic that I talk to advisors about every single week!

 

As the average age of financial advisors continues to grow, looking at the future is even more important. How can you pass on your business, your legacy and build a life of retirement you love?

 

You help your clients prepare, now it’s time for you to use that leverage of a great business for your future!

 

This week on the podcast, we look back at some recent episodes where we explore succession planning with some amazing guests.  After you hear these great clips, go back and check out the full episodes in your favorite podcast app!

 

Do YOU have a succession plan set up? I’d love to talk about it over a virtual coffee! Let’s chat! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

]]> I still find it amazing that business owners build this incredible business, serving clients who rely on them to create wealth for their families and yet over 80% don’t have a defined succession plan of their own.

 

It’s a topic that I talk to advisors about every single week!

 

As the average age of financial advisors continues to grow, looking at the future is even more important. How can you pass on your business, your legacy and build a life of retirement you love?

 

You help your clients prepare, now it’s time for you to use that leverage of a great business for your future!

 

This week on the podcast, we look back at some recent episodes where we explore succession planning with some amazing guests.  After you hear these great clips, go back and check out the full episodes in your favorite podcast app!

 

Do YOU have a succession plan set up? I’d love to talk about it over a virtual coffee! Let’s chat! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

]]> Investment Planning Counsel false No 1232 37 full EP36 - BEST OF: Growing Your Business Through a Great Client Experience EP36 - BEST OF: Growing Your Business Through a Great Client Experience https://www.ipcc.ca/podcast/ep36-growing-business-through-great-client-experience Mon, 07 Aug 2023 05:01:00 -0400 ipcdigitalmarketing.podbean.com/f148421b-474a-3949-924c-b69562eceb09 Over the next two episodes, we’re going to be looking back at some of the moments on the podcast that really offered some great insight and helpful information. Hopefully, you’ll take some of these nuggets and use them to help you really make some big things happen for the remainder of the year!

 

This week, it’s one of my favourite topics - growing your business through a great client experience.

 

In today’s competitive landscape, having a remarkable client experience is the biggest key to growing your business. Happy and satisfied clients become loyal fans that remark to their friends and family, spreading positive word-of-mouth and driving that hugely profitable organic growth. No need for ads when your clients become walking billboards for you!

 

After you hear these great clips, go back and check out the full episodes in your favorite podcast app!

 

I’d love to talk to you about how you build a great client experience over a virtual coffee! What do you do? Are you looking for new ideas? Let’s chat!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, we’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

]]> Over the next two episodes, we’re going to be looking back at some of the moments on the podcast that really offered some great insight and helpful information. Hopefully, you’ll take some of these nuggets and use them to help you really make some big things happen for the remainder of the year!

 

This week, it’s one of my favourite topics - growing your business through a great client experience.

 

In today’s competitive landscape, having a remarkable client experience is the biggest key to growing your business. Happy and satisfied clients become loyal fans that remark to their friends and family, spreading positive word-of-mouth and driving that hugely profitable organic growth. No need for ads when your clients become walking billboards for you!

 

After you hear these great clips, go back and check out the full episodes in your favorite podcast app!

 

I’d love to talk to you about how you build a great client experience over a virtual coffee! What do you do? Are you looking for new ideas? Let’s chat!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, we’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

]]> Investment Planning Counsel false No 1187 36 full EP35 - Administrative and Operational Excellence for Advisors with Lorraine Nolan EP35 - Administrative and Operational Excellence for Advisors with Lorraine Nolan https://www.ipcc.ca/podcast/ep35-operational-excellence-lorraine-nolan Mon, 24 Jul 2023 05:01:00 -0400 ipcdigitalmarketing.podbean.com/abdb860c-e2f5-3106-b7a9-fb6473a89453 Early in my career, I did a program called Disney University, which looked at how Disney runs their companies and parks. They teach you about the front end vs. backstage. The front end is the fun part, what customers and clients see. But then there’s backstage, and that’s what makes everything happen!

 

We often talk about the front stage, but not backstage. Administrative and Operational Excellence is so vital to the running of a great business. Everyone focuses on the fun side of the business – the relationship with clients, marketing, communications, but what about the hard stuff? Administration, paperwork, scheduling, efficiency and technology all keep the business moving when people aren’t noticing. 

 

Our guest today to talk about that is Lorraine Nolan, who helps businesses streamline their administration with the whole team. With 35 years of experience in the Financial Services industry, Lorraine has held many different roles. She’s worked in back office administration, worked closely with clients, and managed a team of employees.  She has developed extensive experience and knowledge relating to growing and managing the operations of Advisor offices including acquisitions and Advisor transitions to retirement.  Her process driven approach has been instrumental in creating and building efficiencies and profitability for Advisor run businesses. Lorraine is able to utilize her experience to provide Advisors and their Teams with the strategies they need to drive results.

 

Learn more about Lorraine at http://mavenalliance.ca 

 

What do YOU do to make sure the backstage of your business is running smoothly? I’d love to chat with YOU about it and learn more about you and your business! Why not set up a virtual coffee with me so we can chat about how you can accomplish big things in your business!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, we’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

]]> Early in my career, I did a program called Disney University, which looked at how Disney runs their companies and parks. They teach you about the front end vs. backstage. The front end is the fun part, what customers and clients see. But then there’s backstage, and that’s what makes everything happen!

 

We often talk about the front stage, but not backstage. Administrative and Operational Excellence is so vital to the running of a great business. Everyone focuses on the fun side of the business – the relationship with clients, marketing, communications, but what about the hard stuff? Administration, paperwork, scheduling, efficiency and technology all keep the business moving when people aren’t noticing. 

 

Our guest today to talk about that is Lorraine Nolan, who helps businesses streamline their administration with the whole team. With 35 years of experience in the Financial Services industry, Lorraine has held many different roles. She’s worked in back office administration, worked closely with clients, and managed a team of employees.  She has developed extensive experience and knowledge relating to growing and managing the operations of Advisor offices including acquisitions and Advisor transitions to retirement.  Her process driven approach has been instrumental in creating and building efficiencies and profitability for Advisor run businesses. Lorraine is able to utilize her experience to provide Advisors and their Teams with the strategies they need to drive results.

 

Learn more about Lorraine at http://mavenalliance.ca 

 

What do YOU do to make sure the backstage of your business is running smoothly? I’d love to chat with YOU about it and learn more about you and your business! Why not set up a virtual coffee with me so we can chat about how you can accomplish big things in your business!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, we’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

]]> Investment Planning Counsel false No 1057 35 full EP34- What Independent Advisors Should be Doing to Prepare for Their Own Succession with George Hartman EP34- What Independent Advisors Should be Doing to Prepare for Their Own Succession with George Hartman https://www.ipcc.ca/podcast/ep34-succession-george-hartman Mon, 10 Jul 2023 05:01:00 -0400 ipcdigitalmarketing.podbean.com/9dd9c69c-5b91-3f19-a04a-97093db28b26 The two most important events in an entrepreneur’s life are when you start your business and then when you successfully pass your business and your legacy on through a well thought out succession plan. Yet as critical as succession plans are, it astounds me that over 70% of advisors don’t have a written succession plan, never mind a well thought out one. I even think that number is low!

 

In this episode of the pod, we’re going to tackle succession planning and what it means to a financial advisor. Joining me to talk about it is the man who literally wrote the book on succession planning in the wealth management business, George Hartman!

 

George has had an over 40 year career in financial services as an advisor, manager, executive, educator, coach and author. He’s an insightful industry observer and prolific writer, having published three best-selling books for financial advisors and currently working on his fourth. For more than 10 years, George has written the monthly column The Coach’s Forum for the trade journal Investment Executive and is a regular guest on Building Your Business television broadcast on IE:TV.

 

As one of the financial services industry’s best-known advisor strategists, practice management mentors and practice valuation experts, he presently coaches a number of top-producing advisors in Canada and the US and consults with several financial services firms on their business strategy and succession plans.

 

He literally wrote the book on succession planning. George is also the author of “EXIT is NOT a Four Letter Word.” The book will change the financial fortunes of advisors who implement a refreshing new exit process. Delivered in an entertaining and informative style, this book provides advisors with the rationale and routine to prepare for the eventual transition of their business to the most qualified successor for the greatest value and assure their legacy.

 

What are YOUR plans for succession planning? What struggles do you have with it? I’d love to chat with YOU and learn more about you and your business. Why not set up a virtual coffee with me so we can chat about how you can accomplish big things in your business!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, we’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

]]> The two most important events in an entrepreneur’s life are when you start your business and then when you successfully pass your business and your legacy on through a well thought out succession plan. Yet as critical as succession plans are, it astounds me that over 70% of advisors don’t have a written succession plan, never mind a well thought out one. I even think that number is low!

 

In this episode of the pod, we’re going to tackle succession planning and what it means to a financial advisor. Joining me to talk about it is the man who literally wrote the book on succession planning in the wealth management business, George Hartman!

 

George has had an over 40 year career in financial services as an advisor, manager, executive, educator, coach and author. He’s an insightful industry observer and prolific writer, having published three best-selling books for financial advisors and currently working on his fourth. For more than 10 years, George has written the monthly column The Coach’s Forum for the trade journal Investment Executive and is a regular guest on Building Your Business television broadcast on IE:TV.

 

As one of the financial services industry’s best-known advisor strategists, practice management mentors and practice valuation experts, he presently coaches a number of top-producing advisors in Canada and the US and consults with several financial services firms on their business strategy and succession plans.

 

He literally wrote the book on succession planning. George is also the author of “EXIT is NOT a Four Letter Word.” The book will change the financial fortunes of advisors who implement a refreshing new exit process. Delivered in an entertaining and informative style, this book provides advisors with the rationale and routine to prepare for the eventual transition of their business to the most qualified successor for the greatest value and assure their legacy.

 

What are YOUR plans for succession planning? What struggles do you have with it? I’d love to chat with YOU and learn more about you and your business. Why not set up a virtual coffee with me so we can chat about how you can accomplish big things in your business!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, we’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!



]]> Investment Planning Counsel false No 2127 34 full EP33- Succession Planning is a Journey with Sonia LeRoy, Adrian LeRoy and Rowan Hughes EP33- Succession Planning is a Journey with Sonia LeRoy, Adrian LeRoy and Rowan Hughes https://www.ipcc.ca/podcast/ep33-succession-sonia-leroy-adrian-leroy-rowan-huges Mon, 26 Jun 2023 05:00:00 -0400 ipcdigitalmarketing.podbean.com/189b4e55-1f70-336a-95a8-e0021414b431 Everyday, I speak to advisors that are thinking about bringing their family members or relatives into the business.  Why not? It’s a noble profession, it helps people, and deals with a very interesting topic that is ever changing. Plus, it provides financial and time freedom.

But those bringing in family members are also looking at their longer succession plans and see these family members as a possible successor.

But is it that simple? Like everything, there’s a lot more to it.

Succession planning is a journey. Today we’re talking with Sonia LeRoy and two of her family members that have joined her business, her nephew Adrian LeRoy and her daughter Rowan Hughes on how they’re doing it and how it has worked for them.

Sonia LeRoy is a Senior Wealth Advisor, who has a very unique approach to the  Canadian investment landscape. She puts a strong emphasis and brings her own philosophy on responsible investing within business and communicates it with her clients. Sonia’s primary goal is to provide solutions to affluent Canadians in order to achieve complex and challenging financial objectives. With over 30 years of investment and advanced financial training experience, Sonia and her team provide innovative financial solutions.

As the Wealth Advisor of LeRoy Wealth Management Group- IPC Securities Corporation, Adrian LeRoy leads individuals and families to achieve financial peace of mind and deliver innovative management solutions that align their money with their life values. Adrian is the 2023 Wealth Professionals (WP) Excellence Awardee in the category of Young Advisor of the Year. This award recognizes exceptional success in the financial industry for wealth advisors 40 and under throughout Canada.

Rowan Hughes is an administrative assistant and aspiring financial planner, as well as certified responsible investment specialist Rowan directs the LeRoy Wealth Management Group’s communications plan. She curates environmental, social, and governance and impact Responsible Investing learning material for the team and their clients.

What are YOUR plans for succession planning? What struggles do you have with it? I’d love to chat with YOU and learn more about you and your business. Why not set up a virtual coffee with me so we can chat about how you can accomplish big things in your business!

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

If you loved this episode, we’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

]]> Everyday, I speak to advisors that are thinking about bringing their family members or relatives into the business.  Why not? It’s a noble profession, it helps people, and deals with a very interesting topic that is ever changing. Plus, it provides financial and time freedom.

But those bringing in family members are also looking at their longer succession plans and see these family members as a possible successor.

But is it that simple? Like everything, there’s a lot more to it.

Succession planning is a journey. Today we’re talking with Sonia LeRoy and two of her family members that have joined her business, her nephew Adrian LeRoy and her daughter Rowan Hughes on how they’re doing it and how it has worked for them.

Sonia LeRoy is a Senior Wealth Advisor, who has a very unique approach to the  Canadian investment landscape. She puts a strong emphasis and brings her own philosophy on responsible investing within business and communicates it with her clients. Sonia’s primary goal is to provide solutions to affluent Canadians in order to achieve complex and challenging financial objectives. With over 30 years of investment and advanced financial training experience, Sonia and her team provide innovative financial solutions.

As the Wealth Advisor of LeRoy Wealth Management Group- IPC Securities Corporation, Adrian LeRoy leads individuals and families to achieve financial peace of mind and deliver innovative management solutions that align their money with their life values. Adrian is the 2023 Wealth Professionals (WP) Excellence Awardee in the category of Young Advisor of the Year. This award recognizes exceptional success in the financial industry for wealth advisors 40 and under throughout Canada.

Rowan Hughes is an administrative assistant and aspiring financial planner, as well as certified responsible investment specialist Rowan directs the LeRoy Wealth Management Group’s communications plan. She curates environmental, social, and governance and impact Responsible Investing learning material for the team and their clients.

What are YOUR plans for succession planning? What struggles do you have with it? I’d love to chat with YOU and learn more about you and your business. Why not set up a virtual coffee with me so we can chat about how you can accomplish big things in your business!

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

If you loved this episode, we’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

]]> Investment Planning Counsel false No 2283 33 full EP32- How to Seize Attention and Build Trust in a Busy World with Ron Tite EP32- How to Seize Attention and Build Trust in a Busy World with Ron Tite https://www.ipcc.ca/podcast/ep32-attention-trust-ron-tite Mon, 12 Jun 2023 05:00:00 -0400 ipcdigitalmarketing.podbean.com/7bb2174a-8564-3964-aaeb-e26937abf8b5 It’s a busy world. People used to vote with their wallet. Now they vote with their time. 

 

People today are inundated with non-stop content. They don’t know where to look or who to trust. So how do you win their time and their confidence? My guest today has come up with a powerful approach to cut through the noise with just three words: Think. Do. Say. 

 

Joining me today is Ron Tite! Ron is a best-selling author, speaker, producer, and entrepreneur who blurs the lines between art and commerce. He has been an award-winning advertising writer and creative director for some of the world’s most respected brands including Air France, Evian, Fidelity, Hershey, Johnson & Johnson, Kraft, Intel, Microsoft, Volvo and many others.

 

He’s the founder of Church+State, host and executive producer of the hit podcast, “The Coup”, and publisher of This is That Travel Guide to Canada – a best-selling and award-winning satirical book. He has written for television. Penned a children’s book. Wrote, produced and performed a hit play. Created a branded art gallery. And was executive producer & host of the award-winning comedy show, Monkey Toast.

 

Ron’s first book, Everyone’s An Artist – Or At Least They Should Be was published in 2016. His most recent book, Think Do Say: How to Seize Attention and Build Trust in a Busy Busy World, hit store shelves in 2019.

 

In this episode, Ron will share with you…

 

  • People are constantly being inundated with content every single moment of every single day. How do you stand out from the noise?
  • How authenticity in the content you create can build long term trust with clients and consumers. 
  • Ron uses his “think, do, say” theory to show how one of the oldest manufacturing brands in the world recently went through a reinvention that sets them up for generations to come.
  • Helpful tips on how business owners can learn to be creative in their own business and how you can use everyday tasks to kickstart that part of your brain.
  • Why business owners should cut the jargon.

Pick up Ron’s book at https://www.amazon.com/Think-Do-Say-seize-attention/dp/1989025714 

 

Learn more about Ron and his work at https://churchstate.co/ 

 

How do you get creative in your business? I’d love to chat with YOU and learn more about you and your business. Why not set up a virtual coffee with me so we can chat about how you can accomplish big things in your business!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, we’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

]]> It’s a busy world. People used to vote with their wallet. Now they vote with their time. 

 

People today are inundated with non-stop content. They don’t know where to look or who to trust. So how do you win their time and their confidence? My guest today has come up with a powerful approach to cut through the noise with just three words: Think. Do. Say. 

 

Joining me today is Ron Tite! Ron is a best-selling author, speaker, producer, and entrepreneur who blurs the lines between art and commerce. He has been an award-winning advertising writer and creative director for some of the world’s most respected brands including Air France, Evian, Fidelity, Hershey, Johnson & Johnson, Kraft, Intel, Microsoft, Volvo and many others.

 

He’s the founder of Church+State, host and executive producer of the hit podcast, “The Coup”, and publisher of This is That Travel Guide to Canada – a best-selling and award-winning satirical book. He has written for television. Penned a children’s book. Wrote, produced and performed a hit play. Created a branded art gallery. And was executive producer & host of the award-winning comedy show, Monkey Toast.

 

Ron’s first book, Everyone’s An Artist – Or At Least They Should Be was published in 2016. His most recent book, Think Do Say: How to Seize Attention and Build Trust in a Busy Busy World, hit store shelves in 2019.

 

In this episode, Ron will share with you…

 

  • People are constantly being inundated with content every single moment of every single day. How do you stand out from the noise?
  • How authenticity in the content you create can build long term trust with clients and consumers. 
  • Ron uses his “think, do, say” theory to show how one of the oldest manufacturing brands in the world recently went through a reinvention that sets them up for generations to come.
  • Helpful tips on how business owners can learn to be creative in their own business and how you can use everyday tasks to kickstart that part of your brain.
  • Why business owners should cut the jargon.



Pick up Ron’s book at https://www.amazon.com/Think-Do-Say-seize-attention/dp/1989025714 

 

Learn more about Ron and his work at https://churchstate.co/ 

 

How do you get creative in your business? I’d love to chat with YOU and learn more about you and your business. Why not set up a virtual coffee with me so we can chat about how you can accomplish big things in your business!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, we’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

]]> Investment Planning Counsel false No 1924 32 full EP31- Who Is Chris Reynolds? An Interview with the Host of the Show! EP31- Who Is Chris Reynolds? An Interview with the Host of the Show! https://www.ipcc.ca/podcast/ep31-chris-reynolds-on-chris-reynolds Mon, 29 May 2023 05:01:00 -0400 ipcdigitalmarketing.podbean.com/cad0c179-5ec7-3e6d-8827-b9cc67db30bc Every other week on this podcast, Chris interviews the change makers in the industry. But who IS Chris Reynolds? Who is this guy extracting all this knowledge from our guests?

 

Today, we turn the page, err table, on Chris and interview him! Tasked with this role is our guest co-host and a member of the podcast production team, Matt Haze. 

 

Through this interview, you’ll learn what makes Chris tick. He’ll share his story, why he loves working with financial advisors and he’ll share some insight into where he sees the industry going in the future. 

 

Chris Reynolds is a 25-year veteran in the financial industry. He began his career as a financial Advisor before becoming a branch manager and, ultimately, co-founder and President of Investment Planning Counsel Inc. (“IPC”), which he currency sits as Executive Chair. 

 

Over the years, Chris has found creative ways to lend his advice to thousands of Canadian investors. He has hosted several radio talk shows including the national “Investment Planning Show” which aired across Canada. He has contributed to two books on financial planning: “My Kids Are Gonna to be Rich” and “Wealth Creation – A Canadian Guide to Financial Independence”. He has been featured in The Globe and Mail, Advisors Edge, Investment Executive and many other industry publications. A well-known financial speaker, Chris has spoken at numerous national conferences.

 

Chris would love to chat with YOU and learn more about you and your business. Why not set up a virtual coffee with him and chat about how you can accomplish big things in your business!

 

Set up a virtual coffee with Chris here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, we’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

]]> Every other week on this podcast, Chris interviews the change makers in the industry. But who IS Chris Reynolds? Who is this guy extracting all this knowledge from our guests?

 

Today, we turn the page, err table, on Chris and interview him! Tasked with this role is our guest co-host and a member of the podcast production team, Matt Haze. 

 

Through this interview, you’ll learn what makes Chris tick. He’ll share his story, why he loves working with financial advisors and he’ll share some insight into where he sees the industry going in the future. 

 

Chris Reynolds is a 25-year veteran in the financial industry. He began his career as a financial Advisor before becoming a branch manager and, ultimately, co-founder and President of Investment Planning Counsel Inc. (“IPC”), which he currency sits as Executive Chair. 

 

Over the years, Chris has found creative ways to lend his advice to thousands of Canadian investors. He has hosted several radio talk shows including the national “Investment Planning Show” which aired across Canada. He has contributed to two books on financial planning: “My Kids Are Gonna to be Rich” and “Wealth Creation – A Canadian Guide to Financial Independence”. He has been featured in The Globe and Mail, Advisors Edge, Investment Executive and many other industry publications. A well-known financial speaker, Chris has spoken at numerous national conferences.

 

Chris would love to chat with YOU and learn more about you and your business. Why not set up a virtual coffee with him and chat about how you can accomplish big things in your business!

 

Set up a virtual coffee with Chris here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, we’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!




]]> Investment Planning Counsel false No 1882 31 full EP30- The Curse of the High Achiever with Dan Mason EP30- The Curse of the High Achiever with Dan Mason https://www.ipcc.ca/podcast/ep30-avoiding-burnout-dan-mason Mon, 15 May 2023 05:01:00 -0400 ipcdigitalmarketing.podbean.com/494b8546-0459-3067-bbdd-50f8625a9257 I've been in business for more than 30 years. Every once in a while, I’ll meet someone who is hugely successful, yet very unhappy. It always puzzled me. There are so many people that have climbed the top of the success ladder, yet feel like they’re just on a treadmill. They're just so focused on business wins that they’ve found themselves so disconnected from their life outside of the office. They might not even know why they're even doing the business they're in anymore. Before they know it, burnout kicks in. 

 

I know I’ve had moments in my life where I’ve been through that. 

 

I wanted to dig into the curse of the high achiever and learn how to remind ourselves of why we do what we do. Hopefully once you work through this yourself, this can be something you can even teach your clients when it comes to their investments and their lives.

 

If you feel this way, my chat with Dan Mason will help you kick start your journey back to yourself with some practical tools to achieve practical happiness. 

 

Dan Mason is an international career and life happiness coach, television personality, keynote speaker, and host of Apple’s #1 debut podcast, Life Amplified. He teaches unfulfilled high achievers how to trade the corporate grind for a life with more happiness, meaning, wealth, and fun. Through his coaching and television appearances, he’s taught over 20 million people globally how to thrive in their purpose.

 

Dan took his own journey and turned it into skills that he uses to help his clients. He spent 20 years as a media executive and on-air talent, overseeing very successful radio brands and major markets across the United States. He had a pretty sweet life, hosting album release parties with names like Taylor Swift and Maroon 5. It all looked great online! He invested so much energy into cultivating that image of success. Eventually, the wins were less fulfilling and, like many high achievers, he just tried to push through and achieve something bigger. At age 38, he was on blood pressure medication at 38 and battling shingles. 

 

He took a deep assessment of his life and realized success and happiness are not mutually exclusive, and that put him on a huge personal growth path to figure out who he was, not just what he did for a living.

 

He shares his knowledge and experience with us in this episode.

 

Check out Dan's podcast on Apple and Spotify

 

I’d love to talk to you more about your big why and what you do to stay connected to yourself and your business! I'd love to chat with you more about it over a virtual coffee and how you can accomplish big things in your business!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Let’s talk soon!

Chris

]]> I've been in business for more than 30 years. Every once in a while, I’ll meet someone who is hugely successful, yet very unhappy. It always puzzled me. There are so many people that have climbed the top of the success ladder, yet feel like they’re just on a treadmill. They're just so focused on business wins that they’ve found themselves so disconnected from their life outside of the office. They might not even know why they're even doing the business they're in anymore. Before they know it, burnout kicks in. 

 

I know I’ve had moments in my life where I’ve been through that. 

 

I wanted to dig into the curse of the high achiever and learn how to remind ourselves of why we do what we do. Hopefully once you work through this yourself, this can be something you can even teach your clients when it comes to their investments and their lives.

 

If you feel this way, my chat with Dan Mason will help you kick start your journey back to yourself with some practical tools to achieve practical happiness. 

 

Dan Mason is an international career and life happiness coach, television personality, keynote speaker, and host of Apple’s #1 debut podcast, Life Amplified. He teaches unfulfilled high achievers how to trade the corporate grind for a life with more happiness, meaning, wealth, and fun. Through his coaching and television appearances, he’s taught over 20 million people globally how to thrive in their purpose.

 

Dan took his own journey and turned it into skills that he uses to help his clients. He spent 20 years as a media executive and on-air talent, overseeing very successful radio brands and major markets across the United States. He had a pretty sweet life, hosting album release parties with names like Taylor Swift and Maroon 5. It all looked great online! He invested so much energy into cultivating that image of success. Eventually, the wins were less fulfilling and, like many high achievers, he just tried to push through and achieve something bigger. At age 38, he was on blood pressure medication at 38 and battling shingles. 

 

He took a deep assessment of his life and realized success and happiness are not mutually exclusive, and that put him on a huge personal growth path to figure out who he was, not just what he did for a living.

 

He shares his knowledge and experience with us in this episode.

 

Check out Dan's podcast on Apple and Spotify

 

I’d love to talk to you more about your big why and what you do to stay connected to yourself and your business! I'd love to chat with you more about it over a virtual coffee and how you can accomplish big things in your business!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Let’s talk soon!

Chris

]]> Investment Planning Counsel false No 2102 30 full EP29- Using Technology to Enhance Client Engagement and Experience with Julie Littlechild EP29- Using Technology to Enhance Client Engagement and Experience with Julie Littlechild https://www.ipcc.ca/podcast/ep29-technology-client-experience-julie-littlechild Mon, 01 May 2023 05:01:00 -0400 ipcdigitalmarketing.podbean.com/f1c365b4-7e63-3efa-9fd4-3b0a742989dc You’ve heard countless podcast guests talk about Client Engagement and Experience. You’ve also heard others talk about using technology to make it better and more personal for our clients. On this edition of Turning the Page podcast, we have someone who brings them together: Client Engagement and the Client Experience with the use of technology in your business.

 

I really enjoyed my chat with Julie Littlechild! Julie is the Founder and CEO of Absolute Engagement. She is a recognized expert on the drivers and evolution of client experience, client engagement and referral growth. She’s worked with and studied successful financial advisors and their clients for more than twenty-five years and I think I have known her for about that long!

 

Prior to founding Absolute Engagement, Julie launched and ran one of the industry’s leading research firms, focused on client engagement. She is the author of a popular blog, the co-host of the Becoming Referable podcast and the author of “The Pursuit of Absolute Engagement.” I also consider her to be a good friend.

 

Learn more about Julie at https://absoluteengagement.com/team/julie 

 

You can read her great blog at https://absoluteengagement.com/blog 

 

I’d love to talk to you more about how you build great engagement with your clients! What are you doing to build that connection with potential and current clients? ’d love to chat with you more about it over a virtual coffee and how you can accomplish big things in your business!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Let’s talk soon!

Chris

]]> You’ve heard countless podcast guests talk about Client Engagement and Experience. You’ve also heard others talk about using technology to make it better and more personal for our clients. On this edition of Turning the Page podcast, we have someone who brings them together: Client Engagement and the Client Experience with the use of technology in your business.

 

I really enjoyed my chat with Julie Littlechild! Julie is the Founder and CEO of Absolute Engagement. She is a recognized expert on the drivers and evolution of client experience, client engagement and referral growth. She’s worked with and studied successful financial advisors and their clients for more than twenty-five years and I think I have known her for about that long!

 

Prior to founding Absolute Engagement, Julie launched and ran one of the industry’s leading research firms, focused on client engagement. She is the author of a popular blog, the co-host of the Becoming Referable podcast and the author of “The Pursuit of Absolute Engagement.” I also consider her to be a good friend.

 

Learn more about Julie at https://absoluteengagement.com/team/julie 

 

You can read her great blog at https://absoluteengagement.com/blog 

 

I’d love to talk to you more about how you build great engagement with your clients! What are you doing to build that connection with potential and current clients? ’d love to chat with you more about it over a virtual coffee and how you can accomplish big things in your business!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Let’s talk soon!

Chris

]]> Investment Planning Counsel false No 1805 29 full EP28- What Rock Music Has Taught Me About Business and Life EP28- What Rock Music Has Taught Me About Business and Life https://www.ipcc.ca/podcast/ep28-business-lessons-from-rock-music Mon, 17 Apr 2023 05:00:00 -0400 ipcdigitalmarketing.podbean.com/07a393c1-2252-3eb0-b1fb-305941e5460a People get inspiration from many places – books, speakers, podcasts, even just taking a walk.

 

For me, it’s rock music!

 

Today, I’m going to share some of the greatest rock lyrics of all time that have inspired me and what you can learn about business and life from them.

 

I’d love to talk to you more about what inspires YOU! I’d love to chat with you more about it over a virtual coffee and how you can accomplish big things in your business in 2023!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Let’s talk soon!

Chris

 

]]> People get inspiration from many places – books, speakers, podcasts, even just taking a walk.

 

For me, it’s rock music!

 

Today, I’m going to share some of the greatest rock lyrics of all time that have inspired me and what you can learn about business and life from them.

 

I’d love to talk to you more about what inspires YOU! I’d love to chat with you more about it over a virtual coffee and how you can accomplish big things in your business in 2023!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Let’s talk soon!

Chris

 

]]> Investment Planning Counsel false No 818 28 full EP27- How Your Organization Can Become the Trusted Voice in a Noisy, Busy World with Marcus Sheridan EP27- How Your Organization Can Become the Trusted Voice in a Noisy, Busy World with Marcus Sheridan https://www.ipcc.ca/podcast/ep27-expertise-authority-trust-marcus-sheridan Mon, 03 Apr 2023 05:00:00 -0400 ipcdigitalmarketing.podbean.com/51fc7bce-4df8-3dde-98f4-e89d6e98fb1f “If you look for it, you can always make your audience a hero.” - Marcus Sheridan 

 

Marcus Sheridan is the go-to voice to learn how you generate trust faster with potential clients and become the go-to expert in your marketplace. Digital marketing is still a mystery to some advisors. This episode gives you the insight into becoming that go-to expert. 

 

Marcus, AKA The Pool Guy (there’s a great story behind that nickname), did one our of IPC conferences years ago. I became an instant fan. So much so, I made everyone in the company read his book! That’s how much I believe in his message, so this podcast is really going to help you uplevel your message in the digital marketing space. 

 

Marcus Sheridan is a highly sought-after international keynote speaker known for his unique ability to excite, engage, and motivate audiences. Forbes named Marcus “One of 20 Speakers You Don’t Want to Miss.” He has been dubbed a “Web Marketing Guru” by the New York Times and featured in Inc., The Globe and Mail, Forbes, and many more. As an owner of IMPACT, Marcus has established one of the most successful digital sales and marketing agencies in the country. Within his speaking company, Marcus Sheridan International, Inc., he gives over 70 global keynotes annually where he inspires audiences in the areas of sales, marketing, leadership, and communication. Mashable rated his book, They Ask, You Answer, the “#1 Marketing Book”, and Forbes listed it as one of “11 Marketing Books Every CMO Should Read”.

 

I’d love to talk to you more about what you’re doing to be the trusted voice in personal finance in your world! What are you doing to build trust with potential and current clients? ’d love to chat with you more about it over a virtual coffee and how you can accomplish big things in your business in 2023!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Let’s talk soon!

Chris

]]> “If you look for it, you can always make your audience a hero.” - Marcus Sheridan 

 

Marcus Sheridan is the go-to voice to learn how you generate trust faster with potential clients and become the go-to expert in your marketplace. Digital marketing is still a mystery to some advisors. This episode gives you the insight into becoming that go-to expert. 

 

Marcus, AKA The Pool Guy (there’s a great story behind that nickname), did one our of IPC conferences years ago. I became an instant fan. So much so, I made everyone in the company read his book! That’s how much I believe in his message, so this podcast is really going to help you uplevel your message in the digital marketing space. 

 

Marcus Sheridan is a highly sought-after international keynote speaker known for his unique ability to excite, engage, and motivate audiences. Forbes named Marcus “One of 20 Speakers You Don’t Want to Miss.” He has been dubbed a “Web Marketing Guru” by the New York Times and featured in Inc., The Globe and Mail, Forbes, and many more. As an owner of IMPACT, Marcus has established one of the most successful digital sales and marketing agencies in the country. Within his speaking company, Marcus Sheridan International, Inc., he gives over 70 global keynotes annually where he inspires audiences in the areas of sales, marketing, leadership, and communication. Mashable rated his book, They Ask, You Answer, the “#1 Marketing Book”, and Forbes listed it as one of “11 Marketing Books Every CMO Should Read”.

 

I’d love to talk to you more about what you’re doing to be the trusted voice in personal finance in your world! What are you doing to build trust with potential and current clients? ’d love to chat with you more about it over a virtual coffee and how you can accomplish big things in your business in 2023!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Let’s talk soon!

Chris

]]> Investment Planning Counsel false No 1754 27 full EP26- Understanding the Intersection of Mind and Markets with Dr. Daniel Crosby EP26- Understanding the Intersection of Mind and Markets with Dr. Daniel Crosby https://www.ipcc.ca/podcast/ep26-behavioural-finance-dr-daniel-crosby Mon, 20 Mar 2023 05:00:00 -0400 ipcdigitalmarketing.podbean.com/9e186458-3ebe-3c1d-bc07-9514b061cedc Dr. Daniel Crosby is helping people see advisors as the decisional guides and life coaches that they truly are. He’s unique in the business and I thought a chat with him on the podcast would give you some amazing insight into the science of behavioral finance. 

 

Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 12 languages. His latest work, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. 

 

You can thank his dad for him being here today! Three years into his doctoral program in therapy, Dr. Crobsy was burnt out. He loved studying psychology and human behavior, but he didn’t want to do it in a medical or a clinical context. His father, who is a financial advisor, said to him “Well, Daniel, there's a ton of psychology in the work that I do.”  That simple prompt led to a series of events and self-study that landed him where he is today! He found that there was all this great research being done in the ivory tower, but it wasn't always trickling down to advisors like his dad in a very practical way. He’s made it his mission to serve advisors like his dad.

 

So what can science teach us about behavioral finance? Discover that on today's episode. 

 

I’d love to talk to you more about how you communicate with your clients! What are you doing to make sure they feel seen and heard? Why not have a virtual coffee with me? I’d love to chat with you more about it and how you can accomplish big things in your business in 2023!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris

]]> Dr. Daniel Crosby is helping people see advisors as the decisional guides and life coaches that they truly are. He’s unique in the business and I thought a chat with him on the podcast would give you some amazing insight into the science of behavioral finance. 

 

Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 12 languages. His latest work, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. 

 

You can thank his dad for him being here today! Three years into his doctoral program in therapy, Dr. Crobsy was burnt out. He loved studying psychology and human behavior, but he didn’t want to do it in a medical or a clinical context. His father, who is a financial advisor, said to him “Well, Daniel, there's a ton of psychology in the work that I do.”  That simple prompt led to a series of events and self-study that landed him where he is today! He found that there was all this great research being done in the ivory tower, but it wasn't always trickling down to advisors like his dad in a very practical way. He’s made it his mission to serve advisors like his dad.

 

So what can science teach us about behavioral finance? Discover that on today's episode. 

 

I’d love to talk to you more about how you communicate with your clients! What are you doing to make sure they feel seen and heard? Why not have a virtual coffee with me? I’d love to chat with you more about it and how you can accomplish big things in your business in 2023!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris

]]> Investment Planning Counsel false No 2117 26 full EP25- The Importance of Communication in a Client/Advisor Relationship with Kevin Mulhern EP25- The Importance of Communication in a Client/Advisor Relationship with Kevin Mulhern https://www.ipcc.ca/podcast/ep25-communication-relationships-kevin-mulhern Mon, 06 Mar 2023 05:00:00 -0500 ipcdigitalmarketing.podbean.com/afb8d432-3c1c-35e6-bf89-496a0ef2931d They say that the fundamental foundation of any good relationship is communication. One of the cornerstones of every successful advisor that I've ever met has been around the art of communication. They learn how to keep their clients informed, understand what their clients want to hear and make the effort to continuously develop that relationship.

 

Joining me to talk about all things communication is Kevin Mulhern, the CEO and Co-Founder of Advisor Stream, a platform used by most of the top advisors not only in Canada but in the US and UK. Kevin built Advisor Stream to help advisors and financial firms to leverage digital communications to connect with their current and potential clients. They took the tools available to many bigger firms and made it easy and affordable for any advisor to utilize.

 

Kevin and Chris talk about not only the importance of communication with your clients, but also Kevin’s entrepreneurial journey and what he would share with advisors as they grow their own business. 

 

I’d love to talk to you more about how you communicate with your clients! What are you doing to make sure they feel seen and heard? Why not have a virtual coffee with me? I’d love to chat with you more about it and how you can accomplish big things in your business in 2023!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Let’s talk soon!

Chris

]]> They say that the fundamental foundation of any good relationship is communication. One of the cornerstones of every successful advisor that I've ever met has been around the art of communication. They learn how to keep their clients informed, understand what their clients want to hear and make the effort to continuously develop that relationship.

 

Joining me to talk about all things communication is Kevin Mulhern, the CEO and Co-Founder of Advisor Stream, a platform used by most of the top advisors not only in Canada but in the US and UK. Kevin built Advisor Stream to help advisors and financial firms to leverage digital communications to connect with their current and potential clients. They took the tools available to many bigger firms and made it easy and affordable for any advisor to utilize.

 

Kevin and Chris talk about not only the importance of communication with your clients, but also Kevin’s entrepreneurial journey and what he would share with advisors as they grow their own business. 

 

I’d love to talk to you more about how you communicate with your clients! What are you doing to make sure they feel seen and heard? Why not have a virtual coffee with me? I’d love to chat with you more about it and how you can accomplish big things in your business in 2023!

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

 

Let’s talk soon!

Chris

]]> Investment Planning Counsel false No 1398 25 full EP24 - Sustainable Investing with Sonia LeRoy EP24 - Sustainable Investing with Sonia LeRoy https://www.ipcc.ca/podcast/ep24-sustainable-investing-sonia-leroy Mon, 20 Feb 2023 05:00:00 -0500 ipcdigitalmarketing.podbean.com/7fddb609-d2d3-366b-8644-a0946498edce Clients are looking to not only grow their portfolio but to be able to change the world with their investments. Sustainable investing is the key to making that happen.

Chris had a great conversation with one of IPC’s very own Sonia LeRoy, Senior Wealth Advisor, who has a very unique approach to the Canadian investment landscape. She puts a strong emphasis and brings her own philosophy on responsible investing within business and communicates it with her clients. Today’s podcast focuses on the why of sustainable investing. We dig into how it’s a powerful way to build stronger relationships with your clients but also how it can help them grow their portfolio.

Chris would love to talk to you more about sustainable investing! Are you having these conversations with your clients? Why not have a virtual coffee with him? He’d love to chat with you more about it and how you can accomplish big things in your business in 2023!

Set up a virtual coffee here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris

]]> Clients are looking to not only grow their portfolio but to be able to change the world with their investments. Sustainable investing is the key to making that happen.

Chris had a great conversation with one of IPC’s very own Sonia LeRoy, Senior Wealth Advisor, who has a very unique approach to the Canadian investment landscape. She puts a strong emphasis and brings her own philosophy on responsible investing within business and communicates it with her clients. Today’s podcast focuses on the why of sustainable investing. We dig into how it’s a powerful way to build stronger relationships with your clients but also how it can help them grow their portfolio.

Chris would love to talk to you more about sustainable investing! Are you having these conversations with your clients? Why not have a virtual coffee with him? He’d love to chat with you more about it and how you can accomplish big things in your business in 2023!

Set up a virtual coffee here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris

]]> Investment Planning Counsel false No 1710 24 full EP23 - How To: Work with High Net Worth Clients Feat. Simon Bowers EP23 - How To: Work with High Net Worth Clients Feat. Simon Bowers https://www.ipcc.ca/podcast/ep23-high-net-worth-clients-simon-bowers Mon, 06 Feb 2023 05:01:00 -0500 ipcdigitalmarketing.podbean.com/c69c1ae0-a820-3964-ad69-cfb02e72b540 There’s a huge opportunity to grow your wealth management business in the high net worth market. Today, I’m going to show you how to tap into this market and learn the tools you need to succeed. 

 

As I was preparing for this episode, I was thinking about a story I read regarding a passage between F. Scott Fitzgerald and Ernest Hemmingway. In 1926, Fitzgerald wrote that the rich “are different from you and me,” and Hemingway reportedly retorted, “Yes, they have more money.”

 

Working with high net worth individuals might be different from working with retail clients, but when it’s all said and done, they’re still individuals with needs. How do you attract these clients into your business and how do you service them?

 

Chatting with me about it on this podcast is IPC’s own Simon Bowers.

 

Simon Bowers is a Private Wealth Portfolio Manager. Simon joined IPC in April 2022 as part of the reimaging of the company’s Private Wealth business. He brings a quarter century of experience to IPC, with the last two decades spent exclusively in the High Net Worth segment of the market.  He holds the CIM & CIWM designations, is a Fellow of the CSI, and is certified in Responsible Investing.

 

I’d love to talk to you more about high net worth clients! Are they a major part of your business? Do you want to make the shift into this market? Why not have a virtual coffee with me? I’d love to chat with you more about it and how you can accomplish big things in your business in 2023.

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

]]> There’s a huge opportunity to grow your wealth management business in the high net worth market. Today, I’m going to show you how to tap into this market and learn the tools you need to succeed. 

 

As I was preparing for this episode, I was thinking about a story I read regarding a passage between F. Scott Fitzgerald and Ernest Hemmingway. In 1926, Fitzgerald wrote that the rich “are different from you and me,” and Hemingway reportedly retorted, “Yes, they have more money.”

 

Working with high net worth individuals might be different from working with retail clients, but when it’s all said and done, they’re still individuals with needs. How do you attract these clients into your business and how do you service them?

 

Chatting with me about it on this podcast is IPC’s own Simon Bowers.

 

Simon Bowers is a Private Wealth Portfolio Manager. Simon joined IPC in April 2022 as part of the reimaging of the company’s Private Wealth business. He brings a quarter century of experience to IPC, with the last two decades spent exclusively in the High Net Worth segment of the market.  He holds the CIM & CIWM designations, is a Fellow of the CSI, and is certified in Responsible Investing.

 

I’d love to talk to you more about high net worth clients! Are they a major part of your business? Do you want to make the shift into this market? Why not have a virtual coffee with me? I’d love to chat with you more about it and how you can accomplish big things in your business in 2023.

 

Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

 

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

]]> Investment Planning Counsel false No 1561 23 full EP22 - The Four Disciplines of Execution with Chris McChesney EP22 - The Four Disciplines of Execution with Chris McChesney https://www.ipcc.ca/podcast/ep22-four-disciplines-of-execution-chris-mcchesney Mon, 23 Jan 2023 05:00:00 -0500 ipcdigitalmarketing.podbean.com/cb782e9b-8a4e-35bc-858d-45cca272a993 You can learn strategy in every business school, but, hardly anyone learns execution. And the most important part of strategy is executing. 

Execution often feels very particular to a situation. It doesn’t lend itself to best practices that can be shared from one environment to another. Best practices are okay, but principles are gold. There is a distinction between practices and principles. 

Talking about execution in today’s podcast is Chris McChesney from 4DX. Chris got involved with Stephen Covey 30 years ago and for the last 20 of those years, with the team at Franklin Covey, he’s been working on finding solutions to the problem of execution. From that came the best selling book, “The 4 Disciplines of Execution: Achieving Your Wildly Important Goals,” which was created to help entrepreneurs with their problem of execution. The book has literally changed IPC Chairman Chris Reynolds’s life and his views around goal setting and tactics. One of his favorite quotes from the book: “Strategy is easy – implementation is hard.”

Chris McChesney shares with us The 4 Disciplines of Execution and how embracing this mindset can help you achieve your goals not only in business, but in life!

Learn more about The 4 Disciplines at https://www.franklincovey.com/the-4-disciplines/ 

What is YOUR wildly important goal? Why not have a virtual coffee with Chris Reynolds and talk about it? Chris is a HUGE fan of the four disciplines and implements the strategies with his team and company every day. He’d love to chat with you more about it and how you can use it to accomplish big things in your business in 2023.

Set up a virtual coffee here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

Be sure to subscribe to Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

]]> You can learn strategy in every business school, but, hardly anyone learns execution. And the most important part of strategy is executing. 

Execution often feels very particular to a situation. It doesn’t lend itself to best practices that can be shared from one environment to another. Best practices are okay, but principles are gold. There is a distinction between practices and principles. 

Talking about execution in today’s podcast is Chris McChesney from 4DX. Chris got involved with Stephen Covey 30 years ago and for the last 20 of those years, with the team at Franklin Covey, he’s been working on finding solutions to the problem of execution. From that came the best selling book, “The 4 Disciplines of Execution: Achieving Your Wildly Important Goals,” which was created to help entrepreneurs with their problem of execution. The book has literally changed IPC Chairman Chris Reynolds’s life and his views around goal setting and tactics. One of his favorite quotes from the book: “Strategy is easy – implementation is hard.”

Chris McChesney shares with us The 4 Disciplines of Execution and how embracing this mindset can help you achieve your goals not only in business, but in life!

Learn more about The 4 Disciplines at https://www.franklincovey.com/the-4-disciplines/ 

What is YOUR wildly important goal? Why not have a virtual coffee with Chris Reynolds and talk about it? Chris is a HUGE fan of the four disciplines and implements the strategies with his team and company every day. He’d love to chat with you more about it and how you can use it to accomplish big things in your business in 2023.

Set up a virtual coffee here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

Be sure to subscribe to Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

]]> Investment Planning Counsel false No 2180 22 full EP21 - Preparing for Impact in 2023 with Ryan Estis EP21 - Preparing for Impact in 2023 with Ryan Estis https://www.ipcc.ca/podcast/ep21-opportunity-in-crisis-ryan-estis Mon, 09 Jan 2023 05:00:00 -0500 ipcdigitalmarketing.podbean.com/227a0946-2688-3af2-8ba0-aa0228e509d2 Crisis creates opportunity.  Sales and leadership expert, Ryan Estis and Chris discuss how entrepreneurs can use moments like these  to create greater impact for their business, clients, and teams.

On many levels, 2022 was a difficult year for business owners and they’re preparing for another challenging year in 2023. Challenges, however, create opportunities and the decisions you make in difficult moments like these will define your future. Ryan left his corporate job in 2009, right as The Great Recession was kicking off, and while it was a difficult time to start an entrepreneurial journey, he shares that  “looking back, it was the best professional decision I ever made.”

So how do you make 2023 your best year ever?

This episode will guide you in the right direction. 

Ryan Estis understands the challenges business leaders and top performers face, because he’s been in their shoes. He spent 15 years helping companies connect with employees and customers as an ad agency executive, building a client roster of category leading brands. Nine years ago, he decided to put that experience into practice and launch his own research and learning organization. Ryan is afforded an inside look at what the world’s best companies do differently and he shares that insight by helping clients initiate change, improve performance and deliver growth. Ryan has been recognized as one of “the best keynote speakers ever heard” by Meetings & Conventions magazine.

Look out for Ryan’s new book, Prepare for Impact, that comes out later in 2023!

Chris would love to have a virtual coffee with you and chat about what you want to accomplish in your business and life in the new year.  You can set up a virtual coffee here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris

]]> Crisis creates opportunity.  Sales and leadership expert, Ryan Estis and Chris discuss how entrepreneurs can use moments like these  to create greater impact for their business, clients, and teams.

On many levels, 2022 was a difficult year for business owners and they’re preparing for another challenging year in 2023. Challenges, however, create opportunities and the decisions you make in difficult moments like these will define your future. Ryan left his corporate job in 2009, right as The Great Recession was kicking off, and while it was a difficult time to start an entrepreneurial journey, he shares that  “looking back, it was the best professional decision I ever made.”

So how do you make 2023 your best year ever?

This episode will guide you in the right direction. 

Ryan Estis understands the challenges business leaders and top performers face, because he’s been in their shoes. He spent 15 years helping companies connect with employees and customers as an ad agency executive, building a client roster of category leading brands. Nine years ago, he decided to put that experience into practice and launch his own research and learning organization. Ryan is afforded an inside look at what the world’s best companies do differently and he shares that insight by helping clients initiate change, improve performance and deliver growth. Ryan has been recognized as one of “the best keynote speakers ever heard” by Meetings & Conventions magazine.

Look out for Ryan’s new book, Prepare for Impact, that comes out later in 2023!

Chris would love to have a virtual coffee with you and chat about what you want to accomplish in your business and life in the new year.  You can set up a virtual coffee here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris

]]> Investment Planning Counsel false No 1375 21 full EP20 - Chris Looks Back at 2022 While Finding The Opportunities in 2023 EP20 - Chris Looks Back at 2022 While Finding The Opportunities in 2023 https://www.ipcc.ca/podcast/ep20-2022-in-review Fri, 16 Dec 2022 05:00:00 -0500 ipcdigitalmarketing.podbean.com/7210abe3-5b40-3432-94b8-999d77382b66 2022 will go down as quite a year, but in the madness of it all, there is opportunity to make 2023 an amazing year!

2022 will go down as quite the year.  It truly was a year to remember.  IPC Executive Chair Chirs Reynolds believes that most advisors would agree this year we earned our money. Advisors had to deal with inflation, down markets, consumer handholding, increasing interest rates and even more competition.

It’s been a tough year for sure.  But as the proverb says “Crises equals opportunity.”

As we wrap up 2022, we also start to look ahead to 2023. Chris believes there are some great opportunities you can take going into the new year. In this episode of the podcast, he shares some of the lessons he’s learned from the podcast this year and where you can find opportunities in the new year.

Would you like to have a chat with Chris? Have a question for him? Would you like to pick his brain? He’d love to have a virtual coffee with you and chat about what you want to accomplish in your business and life in the new year. You can set up a virtual coffee here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

Be sure to subscribe to Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

]]> 2022 will go down as quite a year, but in the madness of it all, there is opportunity to make 2023 an amazing year!

2022 will go down as quite the year.  It truly was a year to remember.  IPC Executive Chair Chirs Reynolds believes that most advisors would agree this year we earned our money. Advisors had to deal with inflation, down markets, consumer handholding, increasing interest rates and even more competition.

It’s been a tough year for sure.  But as the proverb says “Crises equals opportunity.”

As we wrap up 2022, we also start to look ahead to 2023. Chris believes there are some great opportunities you can take going into the new year. In this episode of the podcast, he shares some of the lessons he’s learned from the podcast this year and where you can find opportunities in the new year.

Would you like to have a chat with Chris? Have a question for him? Would you like to pick his brain? He’d love to have a virtual coffee with you and chat about what you want to accomplish in your business and life in the new year. You can set up a virtual coffee here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 

Be sure to subscribe to Turning the Page on Apple, Spotify or whatever podcast app you use!  If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!

]]> Investment Planning Counsel false No 578 20 full EP19 - Every Hero Needs a Quest: How To Set Big Goals to Make Big Things Happen EP19 - Every Hero Needs a Quest: How To Set Big Goals to Make Big Things Happen https://www.ipcc.ca/podcast/ep19-goal-setting Mon, 12 Dec 2022 05:00:00 -0500 ipcdigitalmarketing.podbean.com/f4055c5b-8529-35f8-b5bc-410ee1dea948 Want to accomplish really big goals that help you achieve what you truly want in your life? Have a quest because every hero needs a quest. 

Chris was watching the Netflix series “Sandman.” In the show, the Sandman sets off on a quest to achieve his goal of reclaiming his lost powers. In one episode, after overcoming all obstacles, he’s sad because he has nothing to do. The Sandman says “I don’t have a quest.”

This made Chris realize that every person needs a quest. Everyone needs a reason to get up every morning and be passionate about what they do. 

What is a quest? It’s something that currently seems insurmountable. Something that will take all of your passion to achieve it. A goal that is bigger than yourself.

In this episode, learn how to set your OWN quest. 

Would you like to have a chat with Chris? Have a question for him? Would you like to pick his brain? Set up a virtual coffee to chat at https://aspect.ipcc.ca/turning-the-page-podcast

]]> Want to accomplish really big goals that help you achieve what you truly want in your life? Have a quest because every hero needs a quest. 

Chris was watching the Netflix series “Sandman.” In the show, the Sandman sets off on a quest to achieve his goal of reclaiming his lost powers. In one episode, after overcoming all obstacles, he’s sad because he has nothing to do. The Sandman says “I don’t have a quest.”

This made Chris realize that every person needs a quest. Everyone needs a reason to get up every morning and be passionate about what they do. 

What is a quest? It’s something that currently seems insurmountable. Something that will take all of your passion to achieve it. A goal that is bigger than yourself.

In this episode, learn how to set your OWN quest. 

Would you like to have a chat with Chris? Have a question for him? Would you like to pick his brain? Set up a virtual coffee to chat at https://aspect.ipcc.ca/turning-the-page-podcast

]]> Investment Planning Counsel false No 440 19 full EP18 - Jim Ruta Shares How Risk Management is The Other Foundation of a Solid Financial Plan EP18 - Jim Ruta Shares How Risk Management is The Other Foundation of a Solid Financial Plan https://www.ipcc.ca/podcast/ep18-risk-management-life-insurance-jim-ruta Mon, 28 Nov 2022 05:00:00 -0500 ipcdigitalmarketing.podbean.com/c6160b29-95d6-3e6f-9f54-e71a748410a4 If you and your clients want to protect your family in “the ultimate moment of truth,” life insurance is one of the important foundations to have in a client’s solid financial plan.

When Chris was an advisor, he used to say to his clients “Do you know what the mortality rate here in Toronto is? It’s a fascinating statistic. It’s one death per person, per lifetime. Everybody gets a turn, but what we don’t know is when.” 

Financial advisors can struggle with helping their clients utilize life insurance policies as a tool to protect their assets and those they love. Why is that? Today, Chris brings on Jim Ruta who will passionately share with you why these tools are so important and what you can do to educate yourself and your clients in how they can be a huge tool in their financial plan. 

WHO IS JIM RUTA?

Jim Ruta wrote over 100 lives in his first year as a life insurance agent at age 22. He entered management at 24 and was executive manager of Canada’s largest life insurance agencies with 250 agents by age 40.

Jim started Advisorcraft in 1999 making the firm one of the most established insurance advisor coaching companies in Canada. His goal was to pass along the lifetime of advice, education and inspiration he got himself throughout his career.

Today, Jim coaches a roster of agents ranging from MDRT aspirants to Top of the Table qualifiers – including industry ICON, Van Mueller. Jim is a “Tactical Coach” – helping agents clarify their thinking on what to do next to maximize their performance.  

He produces a weekly coaching video on Facebook Live @JimRutaTV to give advisors a fast start to the week. He’s written and recorded the Advisorcraft Online monthly subscriber coaching program since 2009.

Jim’s mission is to preserve, promote, and propel the life insurance advisor business. And boy is he passionate about it!

Jim and his team offer some great tools to help you learn more about the risk management side of the business. You can find them at http://advisorcraft.com 

Would you like to have a chat with Chris? Have a question for him? Would you like to pick his brain? Set up a virtual coffee to chat at https://aspect.ipcc.ca/turning-the-page-podcast

]]> If you and your clients want to protect your family in “the ultimate moment of truth,” life insurance is one of the important foundations to have in a client’s solid financial plan.

When Chris was an advisor, he used to say to his clients “Do you know what the mortality rate here in Toronto is? It’s a fascinating statistic. It’s one death per person, per lifetime. Everybody gets a turn, but what we don’t know is when.” 

Financial advisors can struggle with helping their clients utilize life insurance policies as a tool to protect their assets and those they love. Why is that? Today, Chris brings on Jim Ruta who will passionately share with you why these tools are so important and what you can do to educate yourself and your clients in how they can be a huge tool in their financial plan. 

WHO IS JIM RUTA?

Jim Ruta wrote over 100 lives in his first year as a life insurance agent at age 22. He entered management at 24 and was executive manager of Canada’s largest life insurance agencies with 250 agents by age 40.

Jim started Advisorcraft in 1999 making the firm one of the most established insurance advisor coaching companies in Canada. His goal was to pass along the lifetime of advice, education and inspiration he got himself throughout his career.

Today, Jim coaches a roster of agents ranging from MDRT aspirants to Top of the Table qualifiers – including industry ICON, Van Mueller. Jim is a “Tactical Coach” – helping agents clarify their thinking on what to do next to maximize their performance.  

He produces a weekly coaching video on Facebook Live @JimRutaTV to give advisors a fast start to the week. He’s written and recorded the Advisorcraft Online monthly subscriber coaching program since 2009.

Jim’s mission is to preserve, promote, and propel the life insurance advisor business. And boy is he passionate about it!

Jim and his team offer some great tools to help you learn more about the risk management side of the business. You can find them at http://advisorcraft.com 

Would you like to have a chat with Chris? Have a question for him? Would you like to pick his brain? Set up a virtual coffee to chat at https://aspect.ipcc.ca/turning-the-page-podcast

]]> Investment Planning Counsel false No 1878 18 full EP17 - Pattie Lovett-Reid Shares Investment Mistakes People Are Making, But Shouldn’t EP17 - Pattie Lovett-Reid Shares Investment Mistakes People Are Making, But Shouldn’t https://www.ipcc.ca/podcast/ep17-communicating-volatility-pattie-lovett-reid Mon, 14 Nov 2022 06:00:00 -0500 03086dc6-749a-40fc-b2b0-181fc7f5d0fd Financial clients know this might be a scary time for investors. The way to win right now is through communication and reminding them of the basics.

It’s no secret: Investors have nowhere to hide right now. Bonds have had their worst showing going back to the second world war. Volatility in the market. The price of oil. Inflation has not ticked lower. The housing market has not pulled back.

How do financial advisors talk to their clients about these turbulent times?

Joining Chris to share some insights and reminders to share your clients is a well known figure you see all over the TV, Pattie Lovett-Reid!

Pattie Lovett-Reid is a highly respected Canadian financial guru. As CTV News’ former Chief Financial Commentator, Pattie is well experienced in coaching viewers on how to save money, stretch their income, and get the biggest bang for their hard-earned bucks. Pattie joined CTV News after a very successful career with TD Waterhouse Canada Inc., where she served as Senior Vice-President. Lovett-Reid is a Certified Financial Planner and co-author of several national bestselling books.

In this episode, Patti shares a few investment mistakes that investors make. You probably know many of these, but it’s a nice reminder and some great knowledge you can share with your clients in conversations right now.

Follow Patti on Instagram at https://www.instagram.com/pattie_lovettreid 

Would you like to have a chat with Chris? Have a question for him? Would you like to pick his brain? Set up a virtual coffee to chat at https://aspect.ipcc.ca/turning-the-page-podcast 

]]> Financial clients know this might be a scary time for investors. The way to win right now is through communication and reminding them of the basics.

It’s no secret: Investors have nowhere to hide right now. Bonds have had their worst showing going back to the second world war. Volatility in the market. The price of oil. Inflation has not ticked lower. The housing market has not pulled back.

How do financial advisors talk to their clients about these turbulent times?

Joining Chris to share some insights and reminders to share your clients is a well known figure you see all over the TV, Pattie Lovett-Reid!

Pattie Lovett-Reid is a highly respected Canadian financial guru. As CTV News’ former Chief Financial Commentator, Pattie is well experienced in coaching viewers on how to save money, stretch their income, and get the biggest bang for their hard-earned bucks. Pattie joined CTV News after a very successful career with TD Waterhouse Canada Inc., where she served as Senior Vice-President. Lovett-Reid is a Certified Financial Planner and co-author of several national bestselling books.

In this episode, Patti shares a few investment mistakes that investors make. You probably know many of these, but it’s a nice reminder and some great knowledge you can share with your clients in conversations right now.

Follow Patti on Instagram at https://www.instagram.com/pattie_lovettreid 

Would you like to have a chat with Chris? Have a question for him? Would you like to pick his brain? Set up a virtual coffee to chat at https://aspect.ipcc.ca/turning-the-page-podcast 

]]> Investment Planning Counsel false No 1468 1 17 full EP16 - The importance of coaching for financial advisors, with Gary Mottershead, Strategic Coach EP16 - The importance of coaching for financial advisors, with Gary Mottershead, Strategic Coach https://www.ipcc.ca/podcast/ep16-coaching-for-financial-advisors-gary-mottershed Mon, 31 Oct 2022 08:00:00 -0400 8ce142e8-c41b-42fc-9b4c-9aec247be676 Gary Mottershead is a successful entrepreneur in his own right. Since he embraced his role as a coach with Strategic Coach, he has supported 3,000+ entrepreneurs, including financial advisors, recognize their potential and opportunity as individuals and business owners.

Chris and Gary first met as partners at Strategic Coach when they took the program themselves. On this episode, they breakdown:

📝What they’ve each gained by having a coach themselves and why coaching is an investment, not a cost.📝 Why entrepreneurs can benefit from coaching feven if they are already successful 📝 The distinction between coaching and consulting📝 Why the true value of a financial advisor goes far beyond helping clients make an investment returns

Listen in for a taste of what you stand to gain when you work with a coach.

If you’re enjoying the show or have feedback, share your comments with Chris on LinkedIn, subscribe to the show, and leave us a rating.

]]> Gary Mottershead is a successful entrepreneur in his own right. Since he embraced his role as a coach with Strategic Coach, he has supported 3,000+ entrepreneurs, including financial advisors, recognize their potential and opportunity as individuals and business owners.

Chris and Gary first met as partners at Strategic Coach when they took the program themselves. On this episode, they breakdown:

📝What they’ve each gained by having a coach themselves and why coaching is an investment, not a cost.📝 Why entrepreneurs can benefit from coaching feven if they are already successful 📝 The distinction between coaching and consulting📝 Why the true value of a financial advisor goes far beyond helping clients make an investment returns

Listen in for a taste of what you stand to gain when you work with a coach.

If you’re enjoying the show or have feedback, share your comments with Chris on LinkedIn, subscribe to the show, and leave us a rating.

]]> Investment Planning Counsel false No 1241 1 1 full EP15 - Why financial advisors must embrace technology to grow, featuring Mike Waller EP15 - Why financial advisors must embrace technology to grow, featuring Mike Waller https://www.ipcc.ca/podcast/ep15-embracing-technology-ipcone-mike-waller Mon, 17 Oct 2022 08:00:00 -0400 96a08912-0229-40d4-a157-b2fbd5c32e89 IPC Advisor, Mike Waller talks to Chris about technology as a catalyst for growth in financial advisory businesses. A few years ago, Mike moved his business onto ‘IPC One’ - a technology-enabled wealth management platform that has allowed him to increase his operational efficiency and client service standards, lower costs for his business and his clients and increase the number of clients he can serve effectively.

Mike and Chris discuss:

📝Why he became a Portfolio Manager-Advisor and transitioned to IPC One📝How technology has allowed him to increase productivity and deliver greater value to clients📝How the platform allows him to do what he loves most📝The results and impact of this transition on his business and his clients

Tune in for the full discussion.

If you’re enjoying the show or have feedback, share your comments with Chris on LinkedIn, subscribe to the show, and leave us a rating.

]]> IPC Advisor, Mike Waller talks to Chris about technology as a catalyst for growth in financial advisory businesses. A few years ago, Mike moved his business onto ‘IPC One’ - a technology-enabled wealth management platform that has allowed him to increase his operational efficiency and client service standards, lower costs for his business and his clients and increase the number of clients he can serve effectively.

Mike and Chris discuss:

📝Why he became a Portfolio Manager-Advisor and transitioned to IPC One📝How technology has allowed him to increase productivity and deliver greater value to clients📝How the platform allows him to do what he loves most📝The results and impact of this transition on his business and his clients

Tune in for the full discussion.

If you’re enjoying the show or have feedback, share your comments with Chris on LinkedIn, subscribe to the show, and leave us a rating.

]]> Investment Planning Counsel false No 1437 1 1 full EP14 - Mastering the art of growing and succeeding a financial advisory business with Diane Groves EP14 - Mastering the art of growing and succeeding a financial advisory business with Diane Groves https://www.ipcc.ca/podcast/ep14-growing-financial-business-diane-groves Mon, 03 Oct 2022 08:00:00 -0400 2524fb6a-b179-4c0f-8c6f-47d385849cd1 This week Chris sits down with Diane Groves, a successful financial advisor who retired just as Covid-19 was becoming a household name across Canada and the world. Diane and Chris discuss what it takes to build a strong business, groom a successor, and prepare to transition a business. Diane shares how and why she took a deeply hands-on approach to choosing and preparing her successor and why part of this journey involved preparing clients for her eventual exit and retirement.

Diane and Chris connect on:

📝 Diane’s trailblazing career as a financial advisor📝 How to choose a successor and ensure your team, successor, and clients are all very well prepared for the change📝 Why succession plans must continuously be evaluated and adjusted, both for yourself and your successor

As a veteran advisor, Diane also shares her wisdom and approach to building strong client relationships; how to manage a client’s fears and why making each client feel like they are your only client is a winning approach to growing your business.

There’s a lot to glean from this episode regardless of where you are in the growth and succession plans for your business.

If you’re enjoying the show or have feedback, share your comments with Chris on LinkedIn , subscribe to the show, and leave us a rating.

]]> This week Chris sits down with Diane Groves, a successful financial advisor who retired just as Covid-19 was becoming a household name across Canada and the world. Diane and Chris discuss what it takes to build a strong business, groom a successor, and prepare to transition a business. Diane shares how and why she took a deeply hands-on approach to choosing and preparing her successor and why part of this journey involved preparing clients for her eventual exit and retirement.

Diane and Chris connect on:

📝 Diane’s trailblazing career as a financial advisor📝 How to choose a successor and ensure your team, successor, and clients are all very well prepared for the change📝 Why succession plans must continuously be evaluated and adjusted, both for yourself and your successor

As a veteran advisor, Diane also shares her wisdom and approach to building strong client relationships; how to manage a client’s fears and why making each client feel like they are your only client is a winning approach to growing your business.

There’s a lot to glean from this episode regardless of where you are in the growth and succession plans for your business.

If you’re enjoying the show or have feedback, share your comments with Chris on LinkedIn , subscribe to the show, and leave us a rating.

]]> Investment Planning Counsel false No 2420 1 1 full EP13 - The future of asset management & financial advice in Canada, with Barry McInerney EP13 - The future of asset management & financial advice in Canada, with Barry McInerney https://www.ipcc.ca/podcast/ep13-future-of-asset-management-barry-mcinerney Mon, 19 Sep 2022 08:00:00 -0400 9a936f3c-a39f-4a6d-9401-bc4604e36c1c This week Chris joins industry leader, Barry McInerney, Mackenzie Investments’ recently retired CEO in conversation. With over 30 years in the industry, Barry has seen the trends that have shaped the evolution of the asset management industry on both sides of our border. Chris and Barry look back on how the industry has changed so far, where it’s going, and what the future looks like for financial advice.

Episode highlights:

📝 Demographic shifts and its impact on the business of financial advice/📝The democratization of private markets, the most significant investment trend, and what it means for individual investor portfolios.📝 China and its impact on asset management📝 Lessons in leadership and the importance of good communications.

If you’re enjoying the show or have feedback, share your comments with Chris on LinkedIn, subscribe to the show, and leave us a rating.

]]> This week Chris joins industry leader, Barry McInerney, Mackenzie Investments’ recently retired CEO in conversation. With over 30 years in the industry, Barry has seen the trends that have shaped the evolution of the asset management industry on both sides of our border. Chris and Barry look back on how the industry has changed so far, where it’s going, and what the future looks like for financial advice.

Episode highlights:

📝 Demographic shifts and its impact on the business of financial advice/📝The democratization of private markets, the most significant investment trend, and what it means for individual investor portfolios.📝 China and its impact on asset management📝 Lessons in leadership and the importance of good communications.

If you’re enjoying the show or have feedback, share your comments with Chris on LinkedIn, subscribe to the show, and leave us a rating.

]]> Investment Planning Counsel false No 1747 1 13 full EP12 - Why Advisors Who Create Transformative Client Experiences Get Better Outcomes with Dennis Moseley-Williams EP12 - Why Advisors Who Create Transformative Client Experiences Get Better Outcomes with Dennis Moseley-Williams https://www.ipcc.ca/podcast/ep12-client-experience-dennis-mosely-williams Mon, 05 Sep 2022 08:00:00 -0400 403e4412-cdc2-49e2-ae8d-ceeb2775bfc6 Dennis Moseley-Williams is a certified Experience Economy Specialist - and only one of two in the financial services field. A sought-after keynote speaker, and author of Serious Shift: How Experience Staging Can Save Your Practice, Dennis joins Chris to discuss why selling investments and advice is not enough to guarantee success as a financial advisor. The key, he argues, lies in staging experiences when you interact with clients. Dennis shares standout examples and explains how you too can stage memorable experiences that can lead to better business outcomes.

Listen in to learn::

📝 The difference between client experience and client service and what this distinction means for your business.

📝 Why you should begin every interaction with a desired ‘emotional outcome’.

📝 How technology is influencing the client experience

Chris challenges advisors to think about how they are creating exceptional client experiences by asking themselves what they would do differently if they were charging admission

Enjoying the show? Share your comments with Chris on LinkedIn (https://www.linkedin.com/in/chrisreynoldsipc/), subscribe and leave us a rating.

]]> Dennis Moseley-Williams is a certified Experience Economy Specialist - and only one of two in the financial services field. A sought-after keynote speaker, and author of Serious Shift: How Experience Staging Can Save Your Practice, Dennis joins Chris to discuss why selling investments and advice is not enough to guarantee success as a financial advisor. The key, he argues, lies in staging experiences when you interact with clients. Dennis shares standout examples and explains how you too can stage memorable experiences that can lead to better business outcomes.

Listen in to learn::

📝 The difference between client experience and client service and what this distinction means for your business.

📝 Why you should begin every interaction with a desired ‘emotional outcome’.

📝 How technology is influencing the client experience

Chris challenges advisors to think about how they are creating exceptional client experiences by asking themselves what they would do differently if they were charging admission

Enjoying the show? Share your comments with Chris on LinkedIn (https://www.linkedin.com/in/chrisreynoldsipc/), subscribe and leave us a rating.

]]> Investment Planning Counsel false No 2646 1 12 full EP11 - Winning Opportunities for You and Your Clients During Market Downturns with Dan Nolan EP11 - Winning Opportunities for You and Your Clients During Market Downturns with Dan Nolan https://www.ipcc.ca/podcast/ep11-winning-market-downturns-dan-nolan Mon, 22 Aug 2022 08:00:00 -0400 173f8e16-d6f5-41cf-9cc2-e07b806f9cb6 Turn on the news. Take a look on social media. When it comes to the financial world, so much of what you see is doom and gloom. So many people are worried and concerned about their finances, their livelihood.

This is what your clients are seeing and hearing around them.

As we enter a shifting market, there are so many conversations advisors are having with their very nervous clients.

When markets are going well, it can be an easy business. When markets are down, this is when you step up as a financial advisor. This is when you show your worth, build trust with your clients, enhance your relationship with them and set up your business for the future. This is when you can shine and show your value.

So how do you handle these tough conversations with your clients? How do you help your clients through these potentially challenging times? How do you find the opportunities in this market?

This week, Chris has a very candid conversation with someone who has been through downturn markets before and knows how to handle them: Dan Nolan. Dan has been a professional financial advisor in Ottawa since 1992 and and helped his clients through tough market cycles more than once. In the podcast, Dan says“It’s just another time of when markets are lower. Markets rise long term 80% of the time. It’s just another bout of market anxiety we’re going thorugh right now.” He’s here to share his knowledge and show you how you can use this opportunity to build real trust with your clients.

Dan holds the certified financial planners designation, the certified investment managers designation and is a fellow of the canadian securities institute. During his free time, Dan enjoys golf, playing hockey and spending time with his wife and three children. Dan is also kept busy by attending numerous charity events throughout the year and volunteering as a head coach for his son’s minor hockey team.

Dan got into it because he found investments a fascinating business. Back when he started, his father-in-law to-be was an investment advisor.and Danneeded something to do when he came out of universityHe joined his father-in-law and learned from him. After all these years, he’s stayed not because it’s an investment business, but because it’s a PEOPLE business! That’s what he finds so rewarding and fun.

In this episode, Chris and Dan discuss…

  • Why your clients are worried right now and how the impact of the financial markets can take a toll on their financial situation. Yet, it’s not the overall markets they’re worried about. It’s their own situation. How can financial advisors help their clients understand and this relationship and not fear the downturns.
  • How it’s important to always go back to a client’s financial plan and show them what their ultimate goal is.
  • How to handle objections from clients such as “But it’s different this time…”
  • How you can turn this moment into a real opportunity to build relationships and to set up your business for the long term.
  • The type of conversations you should be having with clients to help them find the opportunities around them, no matter what type of market we’re in.
  • The importance of building not only a business relationship with clients but a personal relationship as well.
  • Advice Dan has received over the years that he would pass onto younger advisors.
  • How the more value you create for others, the more value you create for your business.
  • Dan’s most memorable client and why. Spoiler alert: it wasn’t about the money.       

You can learn more about Dan and his team at https://investmentplanningcounsel.ca/deep-river

Would you like to have a chat with Chris? Have a question for him? Would you like to pick his brain? Set up a virtual coffee to chat here! 

]]> Turn on the news. Take a look on social media. When it comes to the financial world, so much of what you see is doom and gloom. So many people are worried and concerned about their finances, their livelihood.

This is what your clients are seeing and hearing around them.

As we enter a shifting market, there are so many conversations advisors are having with their very nervous clients.

When markets are going well, it can be an easy business. When markets are down, this is when you step up as a financial advisor. This is when you show your worth, build trust with your clients, enhance your relationship with them and set up your business for the future. This is when you can shine and show your value.

So how do you handle these tough conversations with your clients? How do you help your clients through these potentially challenging times? How do you find the opportunities in this market?

This week, Chris has a very candid conversation with someone who has been through downturn markets before and knows how to handle them: Dan Nolan. Dan has been a professional financial advisor in Ottawa since 1992 and and helped his clients through tough market cycles more than once. In the podcast, Dan says“It’s just another time of when markets are lower. Markets rise long term 80% of the time. It’s just another bout of market anxiety we’re going thorugh right now.” He’s here to share his knowledge and show you how you can use this opportunity to build real trust with your clients.

Dan holds the certified financial planners designation, the certified investment managers designation and is a fellow of the canadian securities institute. During his free time, Dan enjoys golf, playing hockey and spending time with his wife and three children. Dan is also kept busy by attending numerous charity events throughout the year and volunteering as a head coach for his son’s minor hockey team.

Dan got into it because he found investments a fascinating business. Back when he started, his father-in-law to-be was an investment advisor.and Danneeded something to do when he came out of universityHe joined his father-in-law and learned from him. After all these years, he’s stayed not because it’s an investment business, but because it’s a PEOPLE business! That’s what he finds so rewarding and fun.

In this episode, Chris and Dan discuss…

  • Why your clients are worried right now and how the impact of the financial markets can take a toll on their financial situation. Yet, it’s not the overall markets they’re worried about. It’s their own situation. How can financial advisors help their clients understand and this relationship and not fear the downturns.
  • How it’s important to always go back to a client’s financial plan and show them what their ultimate goal is.
  • How to handle objections from clients such as “But it’s different this time…”
  • How you can turn this moment into a real opportunity to build relationships and to set up your business for the long term.
  • The type of conversations you should be having with clients to help them find the opportunities around them, no matter what type of market we’re in.
  • The importance of building not only a business relationship with clients but a personal relationship as well.
  • Advice Dan has received over the years that he would pass onto younger advisors.
  • How the more value you create for others, the more value you create for your business.
  • Dan’s most memorable client and why. Spoiler alert: it wasn’t about the money.       

You can learn more about Dan and his team at https://investmentplanningcounsel.ca/deep-river

Would you like to have a chat with Chris? Have a question for him? Would you like to pick his brain? Set up a virtual coffee to chat here! 

]]> Investment Planning Counsel false No 1201 1 11 full EP10 - Why story-telling and story-gathering is crucial for financial advisors with Mitch Anthony EP10 - Why story-telling and story-gathering is crucial for financial advisors with Mitch Anthony https://www.ipcc.ca/podcast/ep10-storytelling-mitch-anthony Mon, 08 Aug 2022 08:00:00 -0400 5addef69-0670-4ea2-8f77-348e04abdca2 Chris sits down with Mitch Anthony, creator of innovative discovery approaches for the advisor community for more than two decades. Mitch has been credited with creating “Financial Life Planning” (2001), “Return on Life” (2005), and most recently, “Life-Centered Planning” (2017). A prolific author, Mitch’s seminal books include StorySelling for Financial Advisors, The New Retirementality, and Your Clients for Life.

He founded ROLAdvisor, a coaching community that helps financial advisory practices transform into Life-Centered Planning firms, and the Retirement Coaching Program, a program that equips advisors with the skills to help clients navigate modern retirement.

Together, Mitch and Chris dig into:

📝 Why stories are a powerful instrument when engaging clients and the importance of story-gathering over story-telling

📝 The importance of Return On Life over Return on Investment

📝 The questions that all advisors should be asking their clients

📝 The power of curiosity in creating strong relationships

As ever, Chris opens up his rapid round of questions, where Mitch shares what loves most about his job, his most memorable moment with a client, and what he wants to be remembered for.

Join Chris Reynolds and Mitch Anthony in turning the page on building a better business.

If you enjoy this episode, please drop us a 5-star rating. Thank you!

]]> Chris sits down with Mitch Anthony, creator of innovative discovery approaches for the advisor community for more than two decades. Mitch has been credited with creating “Financial Life Planning” (2001), “Return on Life” (2005), and most recently, “Life-Centered Planning” (2017). A prolific author, Mitch’s seminal books include StorySelling for Financial Advisors, The New Retirementality, and Your Clients for Life.

He founded ROLAdvisor, a coaching community that helps financial advisory practices transform into Life-Centered Planning firms, and the Retirement Coaching Program, a program that equips advisors with the skills to help clients navigate modern retirement.

Together, Mitch and Chris dig into:

📝 Why stories are a powerful instrument when engaging clients and the importance of story-gathering over story-telling

📝 The importance of Return On Life over Return on Investment

📝 The questions that all advisors should be asking their clients

📝 The power of curiosity in creating strong relationships

As ever, Chris opens up his rapid round of questions, where Mitch shares what loves most about his job, his most memorable moment with a client, and what he wants to be remembered for.

Join Chris Reynolds and Mitch Anthony in turning the page on building a better business.

If you enjoy this episode, please drop us a 5-star rating. Thank you!

]]> Investment Planning Counsel false No 1530 1 10 full EP9 - Transitioning a financial advisory business 101: featuring Jason Simpson and Stephanie Power EP9 - Transitioning a financial advisory business 101: featuring Jason Simpson and Stephanie Power https://www.ipcc.ca/podcast/ep09-succession-planning-family-business-jason-simpson-stephanie-power Mon, 25 Jul 2022 08:00:00 -0400 90b10105-1c0a-4f87-8df3-71062e807082 Today on ‘Turning the Page… on building a better business’, our host Chris Reynolds sits down with Advisors Jason Simpson and Stephanie Power to chat about all things succession planning. Both Jason and Stephanie have gone through a transition of business with their parents and have plenty of lived experience, insights, and advice to offer.

In this episode Stephanie, Jason and Chris connect on:

📝 The what and why that motivated Jason and Stephanie to succeed their parents’ businesses📝 Their unique take on bringing added value to the business - by doing things differently from their families - while keeping the legacy alive📝 How to keep a business working in a transition so your clients don’t feel the change📝 What NOT to do in a business transition!

Chris rounds out the interview asking Jason and Stephanie about what they would consider their most meaningful interaction with a client, and how they want to be remembered in the industry.

This, and so much more in this episode. If you like what you’re hearing on this podcast, please drop us a 5-star rating. Thank you!

]]> Today on ‘Turning the Page… on building a better business’, our host Chris Reynolds sits down with Advisors Jason Simpson and Stephanie Power to chat about all things succession planning. Both Jason and Stephanie have gone through a transition of business with their parents and have plenty of lived experience, insights, and advice to offer.

In this episode Stephanie, Jason and Chris connect on:

📝 The what and why that motivated Jason and Stephanie to succeed their parents’ businesses📝 Their unique take on bringing added value to the business - by doing things differently from their families - while keeping the legacy alive📝 How to keep a business working in a transition so your clients don’t feel the change📝 What NOT to do in a business transition!

Chris rounds out the interview asking Jason and Stephanie about what they would consider their most meaningful interaction with a client, and how they want to be remembered in the industry.

This, and so much more in this episode. If you like what you’re hearing on this podcast, please drop us a 5-star rating. Thank you!

]]> Investment Planning Counsel false No 1451 1 9 full EP8 - Prospecting and growing an advisory business through social media with Kevin Nichols EP8 - Prospecting and growing an advisory business through social media with Kevin Nichols https://www.ipcc.ca/podcast/ep08-prospecting-kevin-nichols Mon, 11 Jul 2022 08:00:00 -0400 5779abc0-570d-4b16-8563-dd19734b6a8b Kevin Nichols, author of ‘The Indispensable LinkedIn Sales Guide for Financial Advisors’, talks about the power of social media in client engagement and how financial advisors can use it to effectively nurture existing client relationships and attract new clients. Kevin is the COO of The Oechsli Institute and hosts his own podcast ‘The Stephen and Kevin Show’.

Kevin and Chris dig into:

📝 Why advisors are hesitant to use social media and what they can do get involved.📝 What is cornerstone content and why is it important in business?📝 Why LinkedIn is an invaluable resource for financial advisors.📝 What social media action items advisors can implement on their own and what really should be outsourced for optimum professionalism for your brand.

As ever, Chris dives into a rapid fire set of questions with Kevin to uncover what he loves most about his job, his most memorable moment with a client, and what he wants to be remembered for.

Join Chris Reynolds and Kevin Nichols in ‘Turning the Page… on building a better business’.

If you enjoy this episode, please drop us a 5-star rating. Thank you!

]]> Kevin Nichols, author of ‘The Indispensable LinkedIn Sales Guide for Financial Advisors’, talks about the power of social media in client engagement and how financial advisors can use it to effectively nurture existing client relationships and attract new clients. Kevin is the COO of The Oechsli Institute and hosts his own podcast ‘The Stephen and Kevin Show’.

Kevin and Chris dig into:

📝 Why advisors are hesitant to use social media and what they can do get involved.📝 What is cornerstone content and why is it important in business?📝 Why LinkedIn is an invaluable resource for financial advisors.📝 What social media action items advisors can implement on their own and what really should be outsourced for optimum professionalism for your brand.

As ever, Chris dives into a rapid fire set of questions with Kevin to uncover what he loves most about his job, his most memorable moment with a client, and what he wants to be remembered for.

Join Chris Reynolds and Kevin Nichols in ‘Turning the Page… on building a better business’.

If you enjoy this episode, please drop us a 5-star rating. Thank you!

]]> Investment Planning Counsel false No 1819 1 1 full EP7 - 3 behavioural principles to success for entrepreneurs (and everyone) EP7 - 3 behavioural principles to success for entrepreneurs (and everyone) https://www.ipcc.ca/podcast/ep07-three-principals-to-entrepreneur-success Mon, 27 Jun 2022 08:00:00 -0400 0b9dfa2d-6cbd-4dfb-9671-4debdf7cb563 Chris shares his 3 foundational principles for success.

1. “Don't abuse your own time”: Time is by far our most critical asset. It is finite. We're only given so long on this planet, and we have to be able to create value for other people within that time. Chris offers examples of how to create that value within this episode.

2. “Don't abuse other people's time”: Chris digs into examples including one simple one about the value of not being late. “Somebody who is continually late is telling you their time is worth more than your time.”

3. “Be a person people can count on”: In a world full of people who say they're going to do something, but don't, Chris encourages us to to focus on being committed. To be someone who can be relied on.Join Chris Reynolds in Turning the Page… on building a better business, in a personal and inspiring episode on our podcast.

If you like what you’re hearing, please drop us a 5-star rating. Thank you!

]]> Chris shares his 3 foundational principles for success.

1. “Don't abuse your own time”: Time is by far our most critical asset. It is finite. We're only given so long on this planet, and we have to be able to create value for other people within that time. Chris offers examples of how to create that value within this episode.

2. “Don't abuse other people's time”: Chris digs into examples including one simple one about the value of not being late. “Somebody who is continually late is telling you their time is worth more than your time.”

3. “Be a person people can count on”: In a world full of people who say they're going to do something, but don't, Chris encourages us to to focus on being committed. To be someone who can be relied on.Join Chris Reynolds in Turning the Page… on building a better business, in a personal and inspiring episode on our podcast.

If you like what you’re hearing, please drop us a 5-star rating. Thank you!

]]> Investment Planning Counsel false No 571 1 1 full EP6 - Why every financial advisor should be replaceable, with Bill Black EP6 - Why every financial advisor should be replaceable, with Bill Black https://www.ipcc.ca/podcast/ep06-succession-planning-bill-black Mon, 13 Jun 2022 08:00:00 -0400 bc11dcd6-39eb-4be2-bc09-a9fe74687747 Today on ‘Turning the Page… on building a better business’, our host Chris Reynolds talks about a crucial subject to any independent financial advisor: succession planning. Joining him is one of the experts in the marketplace, Bill Black, who has built an incredibly successful advisory business of his own. Bill has bought, integrated, and exited businesses across multiple locations in Canada and now advises other business owners of preparing for their own business succession and exit planning.

In the episode, Bill and Chris dig into:

  • How growth through acquisition was a strong catalyst for Bill in his business
  • Why a succession plan is never set in stone - and you may nurture your successor and still be able to pivot or change your succession strategy
  • Why a good checklist that gets your business ready for succession needs to be focussed (Bill shares his framework in the episode)
  • The importance of putting repeatable systems in place so that it will be easy for your business to go from generation to generation with its legacy preserved

Chris rounds out the interview asking Bill about his main passion and what makes him wake up each day, the most impactful conversation that he’s ever had with a client, and how Bill wants to be remembered in the industry.

Listen to Turning the Page… on building a better business!

If you like what you’re hearing, please drop us a 5-star rating. Thank you!

]]> Today on ‘Turning the Page… on building a better business’, our host Chris Reynolds talks about a crucial subject to any independent financial advisor: succession planning. Joining him is one of the experts in the marketplace, Bill Black, who has built an incredibly successful advisory business of his own. Bill has bought, integrated, and exited businesses across multiple locations in Canada and now advises other business owners of preparing for their own business succession and exit planning.

In the episode, Bill and Chris dig into:

  • How growth through acquisition was a strong catalyst for Bill in his business
  • Why a succession plan is never set in stone - and you may nurture your successor and still be able to pivot or change your succession strategy
  • Why a good checklist that gets your business ready for succession needs to be focussed (Bill shares his framework in the episode)
  • The importance of putting repeatable systems in place so that it will be easy for your business to go from generation to generation with its legacy preserved

Chris rounds out the interview asking Bill about his main passion and what makes him wake up each day, the most impactful conversation that he’s ever had with a client, and how Bill wants to be remembered in the industry.

Listen to Turning the Page… on building a better business!

If you like what you’re hearing, please drop us a 5-star rating. Thank you!

]]> Investment Planning Counsel false No 1125 1 1 full EP5 - The relationship between a positive market environment and the value of advice with James O´Sullivan EP5 - The relationship between a positive market environment and the value of advice with James O´Sullivan https://www.ipcc.ca/podcast/ep05-james-osullivan Mon, 30 May 2022 08:00:00 -0400 a85bfd85-40bd-40e2-9d07-9fe9cd694978 Today on ‘Turning the Page… on building a better business’, our host Chris Reynolds sits down with well-respected industry veteran and seasoned financial executive James O´Sullivan. James is the President and Chief Executive Officer of IGM Financial Inc.

James holds joint Juris Doctor and Master of Business Administration degrees from Osgoode Hall Law School and Schulich School of Business at York University as well as a Specialized Honours Bachelor of Arts degree in Mathematics from York University.

In this episode, James and Chris dig into:

  • Why people who work with advisors do better financially than the people who don’t.
  • How technology allows us to have better communication with clients.
  • How advisors can plan for succession in a way that works for them and works for their clients.
  • And finally, Chris dives into a round of questions with James! What James loves doing, what he would like to be remembered for, and what he considers the best advice he’s ever received in his career.

Listen to the podcast for the full interview that covers those key points and a lot more. Join Chris Reynolds and James O´Sullivan in Turning the Page… on building a better business.

]]> Today on ‘Turning the Page… on building a better business’, our host Chris Reynolds sits down with well-respected industry veteran and seasoned financial executive James O´Sullivan. James is the President and Chief Executive Officer of IGM Financial Inc.

James holds joint Juris Doctor and Master of Business Administration degrees from Osgoode Hall Law School and Schulich School of Business at York University as well as a Specialized Honours Bachelor of Arts degree in Mathematics from York University.

In this episode, James and Chris dig into:

  • Why people who work with advisors do better financially than the people who don’t.
  • How technology allows us to have better communication with clients.
  • How advisors can plan for succession in a way that works for them and works for their clients.
  • And finally, Chris dives into a round of questions with James! What James loves doing, what he would like to be remembered for, and what he considers the best advice he’s ever received in his career.

Listen to the podcast for the full interview that covers those key points and a lot more. Join Chris Reynolds and James O´Sullivan in Turning the Page… on building a better business.

]]> Investment Planning Counsel false No 1718 1 1 full EP4 - Leveraging technology to build your business as a financial advisor with Jason Pereira EP4 - Leveraging technology to build your business as a financial advisor with Jason Pereira https://www.ipcc.ca/podcast/ep04-leveraging-technology-for-financial-advisors-jason-pereira Mon, 16 May 2022 08:00:00 -0400 be44364a-366b-4f16-99ff-5b69577a91f4 Today on ‘Turning the Page… on building a better business’, Chris Reynolds sits down with independent financial advisor and business owner, Jason Pereira. Jason is a recognized writer, commentator, speaker, podcaster, teacher, and expert in the areas of financial planning, practice management and fintech.

Jason is quickly emerging as one of the top financial planners in Canada through his use of technology in wealth management for leverage and efficiency in the growth of his business. Jason is also the host of two podcasts The FinTech Impact and The Financial Planning for the Canadian Business Owners.

In this episode, Jasonand Chris dig into:

  • Why the financial plan must be the first thing every advisor starts with
  • How the use of technology solutions can give independent advisors way more leverage and scalability to drive operational efficiencies and growth
  • Current trends in the industry - both in the US and Canada - and what financial advisors can expect to see in the Canadian marketplace
  • And finally, Chris dives into a round of questions about what Jason loves most about his job, his one most memorable client, and what Jason would like to be remembered for.

Listen to the podcast for the full interview.

Join Chris Reynolds and Jason Pereira in Turning the Page… on building a better business.

]]> Today on ‘Turning the Page… on building a better business’, Chris Reynolds sits down with independent financial advisor and business owner, Jason Pereira. Jason is a recognized writer, commentator, speaker, podcaster, teacher, and expert in the areas of financial planning, practice management and fintech.

Jason is quickly emerging as one of the top financial planners in Canada through his use of technology in wealth management for leverage and efficiency in the growth of his business. Jason is also the host of two podcasts The FinTech Impact and The Financial Planning for the Canadian Business Owners.

In this episode, Jasonand Chris dig into:

  • Why the financial plan must be the first thing every advisor starts with
  • How the use of technology solutions can give independent advisors way more leverage and scalability to drive operational efficiencies and growth
  • Current trends in the industry - both in the US and Canada - and what financial advisors can expect to see in the Canadian marketplace
  • And finally, Chris dives into a round of questions about what Jason loves most about his job, his one most memorable client, and what Jason would like to be remembered for.

Listen to the podcast for the full interview.

Join Chris Reynolds and Jason Pereira in Turning the Page… on building a better business.

]]> Investment Planning Counsel false No 1770 1 1 full EP3 - How your ‘Why’ extends to building your entrepreneurial advisor business EP3 - How your ‘Why’ extends to building your entrepreneurial advisor business https://www.ipcc.ca/podcast/ep03-knowing-your-why-for-financial-services Thu, 28 Apr 2022 15:53:00 -0400 6bd3851e-4dac-46fd-9db2-064c6d603237 In this episode, Chris Reynolds talks about something fundamental to any business: defining your ‘Why’. It’s the surprising factor that unifies many successful entrepreneurs, no matter what their definitions of success is.

Chris digs into:

✅ How your ‘Why’ extends to building your entrepreneurial advisor business

✅ How do you come up with your ‘Why’?

✅ Can your ‘Why’ change over time?

✅ Five questions to identify and articulate your ‘Why’

✅ Chris’ recommended reading list on the subject

Listen to the full episode for more.

Join Chris Reynolds in ‘Turning the Page… on building a better business’.

]]> In this episode, Chris Reynolds talks about something fundamental to any business: defining your ‘Why’. It’s the surprising factor that unifies many successful entrepreneurs, no matter what their definitions of success is.

Chris digs into:

✅ How your ‘Why’ extends to building your entrepreneurial advisor business

✅ How do you come up with your ‘Why’?

✅ Can your ‘Why’ change over time?

✅ Five questions to identify and articulate your ‘Why’

✅ Chris’ recommended reading list on the subject

Listen to the full episode for more.

Join Chris Reynolds in ‘Turning the Page… on building a better business’.

]]> Investment Planning Counsel false No 641 1 1 full