Turning the Page

IPC Wealth, Inc.

What does it take to build a better financial advice business? As the Co-Founder and Executive Chair of IPC Wealth, Chris Reynolds has spent more than 30 years in the wealth management industry, learning what separates good businesses from great ones. Now, he’s sharing those lessons and learning from others who are changing the way we think about business, leadership and financial advice. From growth and client experience to technology, succession planning, leadership and building a business by design, every conversation is focused on practical ideas you can put to work. On Turning the Page, Chris sits down with successful financial advisors, entrepreneurs, business leaders and forward-thinking experts to uncover the ideas that can help you grow your business, better serve your clients and build a career, and life, you’re proud of. One conversation. One new idea. One way to build a better business. 

  1. Sep 21

    EP 114: How Advisors Can Harness AI to Grow Their Business with Shea Sanche of Insight Planning

    As AI goes from being a buzz word to being an integral part of business, some advisors are using some of the basic tools available, like note taking or simple brainstorming in ChatGPT. Then there’s some business owners that see the full potential - that AI can be a partner, a time saving tool and something that can help their business not only stand out from the competition, but offer a great client experience that others can’t touch.   Recently, I was having a conversation with one of IPC’s top advisors, Shea Sanche, about AI and how he and his team are using it within their business. He’s using it on a whole other level that I really haven’t seen before. He brought in a creative director and built a whole playbook that has helped him streamline his business and improve workflow within the office which gives his team more time to focus on what matters most: spending time with clients and delivering a great client experience.    Shea Sanche is a Certified Financial Planner with 27 years in the industry and the founder of Insight Planning in Kelowna, BC, where he has built a practice serving 150 households with $200 million under administration, working virtually with clients across Canada. Shea is building AI into every layer of that practice, from how his team operates behind the scenes to how he runs client conversations at major life inflection points. He is here to talk about what that actually looks like on the front line.    Get a copy of The Insight Playbook at https://insightplaybook.com/    Find Shea at https://sheasanche.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 and get a copy of my new book 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 114: How Advisors Can Harness AI to Grow Their Business with Shea Sanche of Insight Planning

  2. Sep 8

    EP 113: How to Handle The “Age Debt” Crisis with Dan Pontefract

    In the wealth management industry, we are seeing a major shift in our business: a large group of advisors are on the verge of retirement and a younger generation of advisors and staff are coming in to be the next generation of our industry.   It’s a tale as old as time, but this shift is quite different. With A.I, technology and not as many younger advisors and staff coming into the industry, we’ve hit an "Age Debt" crisis—a massive drain of institutional knowledge caused by an aging workforce.    Joining me today to talk about this is Dan Pontefract. Dan offers a roadmap for leaders to convert this $5.4 trillion productivity risk into an "experience dividend." He’s literally written the book on this workplace seismic age shift, “The Future of Work Is Grey,” which equips leaders to harness multigenerational talent and unlock the power of experience.    He’s a leadership and corporate culture strategist and an award-winning author with over two decades of senior executive experience at SAP, TELUS, and Business Objects. Since launching Pontefract Group in 2018, he has worked with organizations worldwide, including Salesforce, Amgen, Nestlé, Autodesk, Manulife, BMO, Nutrien, and Virgin Media O2. He has presented at four TED events and delivered over 600 keynote talks all around the world. He’s also the author of Work-Life Bloom, Lead. Care. Win., Open to Think, The Purpose Effect, and Flat Army.    Learn more about Dan at https://www.danpontefract.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

    EP 113: How to Handle The “Age Debt” Crisis with Dan Pontefract

  3. Jul 20

    EP 112: Generating Business Referrals Without Asking with Stacey Brown Randall

    Every advisor understands referrals are the path to growing a successful business. Yet the act of asking for a referral can feel awkward, manipulative, or even transactional.   What if I told you there's a way to generate a continuous stream of quality referrals without ever having to make that uncomfortable ask?   Joining me to talk about how to make that happen is Stacey Brown Randall. Stacey is the author of the new book, “The Referable Client Experience,” and the multiple award-winning book, “Generating Business Referrals Without Asking.” We’ll discuss how to shift your focus from marketing tactics and awkward conversations to delivering a client journey that is so exceptional, clients feel compelled to talk about you.    Learn more about Stacey at https://staceybrownrandall.com/    We'll dive into what financial advisors often get wrong about the client experience, the emotions that drive a great referral, and the simple data you should be tracking to turn your current clients into your most powerful growth engine.   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 112: Generating Business Referrals Without Asking with Stacey Brown Randall

  4. Jul 6

    EP 111: Unlock Sustainable and Exponential Growth in Your Business with Dr. Jon Randall

    It’s the million dollar question I get asked every week: How do I scale my business without adding more chaos, more clients, or more hours to my week? I talk to advisors who hit a ceiling and can feel the burnout creeping up and know they need to make a change. Something has to give. They KNOW their business can be more than what it is, but how do you make that happen?    But growth isn’t actually the problem. The real problem is what happens after you grow — when your calendar is full, your client load is overwhelming, and the business that once felt exciting starts to feel unsustainable.   My guest today is someone who has spent decades helping advisors break through that exact ceiling.   Dr. Jon Randall is the founder of eXtraordinary Financial Advisors, or XFA — a consulting firm that helps established advisory practices scale smarter and with less stress.   With more than 25 years of experience as a top-producing advisor and industry consultant, Jon has worked with hundreds of firms, from $250,000 practices to $10 million-plus businesses, helping them overcome operational bottlenecks, increase profitability, and transition from practitioner to CEO.   He’s also the creator of the XFA Growth Workflow and author of The Extraordinary Financial Advisor Practice, where he teaches that advisor growth is often limited by three core constraints: capacity, revenue per client, and ineffective growth strategy.   We’re going to dive into what it really takes to simplify, raise your standards, build leverage into your firm, and scale with confidence without burning out along the way.   To learn more about Jon and his team, visit http://xfa.coach    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 111: Unlock Sustainable and Exponential Growth in Your Business with Dr. Jon Randall

  5. Jun 22

    EP 110: Building a Business and Life You Love with Duncan MacPherson

    One of the reasons why many of us get into this business is to build a business that allows us to have the life we want to live: travel, build wealth, build a legacy, maybe even have a business we can eventually hand off to our kids. Along the way, it’s easy to let day-to-day business get in the way and forget why we’re doing this in the first place.    How do we build that compass to keep us on track? How do we build a business that we not only love but also supports a life we love to live?   Duncan MacPherson is here to help show us how to do that.    Duncan is the CEO of Pareto Systems, a practice management and business development consulting firm that has helped thousands of financial professionals unlock their full potential. With over 25 years of experience, Duncan is known worldwide for his impactful insights on how to professionalize client relationships, create referability, and build a business by design rather than by chance. He’s a thought leader and the author of The Advisor Playbook and The Blue Square Method, which offer actionable strategies that have transformed practices across the industry.    For Duncan’s AI guide for financial professionals, visit https://paretosystems.com/ai-strategies-for-financial-professionals    Learn more about Duncan at https://paretosystems.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

    EP 110: Building a Business and Life You Love with Duncan MacPherson

  6. Jun 8

    EP 109: How to Create a Disney-like Client Experience in Your Business with Vance Morris

    If there was a Top 5 list of organizations that deliver the best client experiences in the world, there is one name I don’t think anyone could argue that wouldn’t be on that list: DISNEY. A 7-night Walt Disney World vacation for a family of four typically costs between CA$6,700-$13,700. For that kind of money, you can imagine where their expectations land - the trip better be nothing short of magical. And Disney delivers.   How can financial advisors do the same in their business? What can we learn from Disney and how can we deliver a magical client experience that gets our clients raving to others about their magical experience?   Here to talk about it today is Vance Morris. Vance is a speaker, coach, consultant and Founder of DSN Institute. He has had quite a journey: from working as a security guard to becoming a Disney leader to a bankrupt out-of-work executive to carpet cleaner to successful entrepreneur.    He’s known for showing how a sprinkle of Disney magic can totally transform customer service, even for businesses that feel more Dunder Mifflin than Disney World.   Get Vance’s 52 Ways to WOW Your Customers at http://wow52ways.com    Learn more about Vance at https://vancemorris.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

    EP 109: How to Create a Disney-like Client Experience in Your Business with Vance Morris

  7. May 25

    EP 108: The 'Simplify to Amplify' Method: How to Escape the Busy Trap with Jimmy Burroughes

    In this episode of Turning the Page, we sit down with former British military officer and global leadership transformation expert, Jimmy Burroughes. As entrepreneurs, we often fall into the trap of over-complicating our business processes, which leads to bottlenecking, exhaustion, and stunted growth. Jimmy breaks down his proven 'Simplify to Amplify' methodology: a framework designed to help leaders cut through the noise, focus on what truly matters, and empower their teams to execute effectively. We explore why we have an innate ability to make simple things complex and how to shift your leadership mindset from 'doing it all' to becoming an effective, strategic leader.   Jimmy Burroughes is a former British Military Officer turned global leadership transformation expert, trusted by Fortune 500 companies including Bank of America, eBay, Samsung, and Walmart. He made a powerful military-to-corporate transition, commanding 110 in European and Middle East operations before helping executives worldwide cut through complexity.  He is the creator of the "Simplify to Amplify" methodology and host of The High Performance Leader Podcast (Top 10% globally). Jimmy helps exhausted executives escape reactive leadership through radical simplification — helping them reclaim 10+ hours per week while building teams that perform without constant oversight. He is the author of two books: Beat Burnout – Ignite Performance and Escape the Multitasking Trap.   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 108: The 'Simplify to Amplify' Method: How to Escape the Busy Trap with Jimmy Burroughes

  8. May 11

    EP 107: Building a Business Through Acquisitions with Chris Fox

    When we talk about succession planning, we often talk about advisors who are retiring or those that are planning on stepping away from their business. But on the other side of that fence are those that are GROWING their business - those that see the opportunity to continue to service those clients when advisors decide it’s time for a change in their life.   One advisor at IPC, Chris Fox, has been building his business through acquiring other advisors’ books as they are retiring. He has seen how valuable it can be to be a rock to clients during a transition and build a long-term relationship with those clients.    Today, Chris is here to talk about how he’s building his business and how other advisors looking to grow can also take advantage of the amazing opportunities that are out there right now.   Chris Fox is the principal of Fox Financial in Edmonton, Alberta. Chris has been in the financial services industry since 1998, when he joined his father in the business. With over 25 years of experience guiding Canadian families and business owners, he specializes in creating personalized wealth management, retirement, and estate strategies that balance long-term growth with financial peace of mind.    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 107: Building a Business Through Acquisitions with Chris Fox
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Ratings & Reviews

About

What does it take to build a better financial advice business? As the Co-Founder and Executive Chair of IPC Wealth, Chris Reynolds has spent more than 30 years in the wealth management industry, learning what separates good businesses from great ones. Now, he’s sharing those lessons and learning from others who are changing the way we think about business, leadership and financial advice. From growth and client experience to technology, succession planning, leadership and building a business by design, every conversation is focused on practical ideas you can put to work. On Turning the Page, Chris sits down with successful financial advisors, entrepreneurs, business leaders and forward-thinking experts to uncover the ideas that can help you grow your business, better serve your clients and build a career, and life, you’re proud of. One conversation. One new idea. One way to build a better business. 

Information

  • Creator
    IPC Wealth, Inc.
  • Years Active
    2022 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © (C) 2026 All Rights Reserved
  • Show Website
    Turning the Page

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