Turning the Page

Investment Planning Counsel

“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.

  1. EP 90: The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom

    1 NGÀY TRƯỚC

    EP 90: The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom

    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.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

    20 phút

  2. 8 THG 9

    EP 89: Understanding Alternative Investments and Fintech with Sagard CEO Paul Desmarais III

    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

    49 phút
  3. EP 88: Chris Shares The 10 Lessons He’s Learned Over His 30+ Year Career

    4 THG 8

    EP 88: Chris Shares The 10 Lessons He’s Learned Over His 30+ Year Career

    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!

    23 phút

  4. 21 THG 7

    EP 87: Executing a Successful Succession Plan While Keeping It in the Family with Ken and Ryan White

    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!

    33 phút
  5. EP 86: How ClearEstate Helps Advisors and Their Clients with Estate Planning with Devon Miller

    7 THG 7

    EP 86: How ClearEstate Helps Advisors and Their Clients with Estate Planning with Devon Miller

    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

    32 phút
  6. EP 85: Reimagining the Estate Planning Process with Modern Technology with ClearEstate CEO Davide Pisanu

    23 THG 6

    EP 85: Reimagining the Estate Planning Process with Modern Technology with ClearEstate CEO Davide Pisanu

    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

    42 phút
  7. EP 84: How Advisors Can Create Authentic Content to Grow their Business with Matt Haze

    9 THG 6

    EP 84: How Advisors Can Create Authentic Content to Grow their Business with Matt Haze

    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: 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. 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. 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

    44 phút
  8. EP 83: From Client Experiences to Succession Planning: Chris Reynolds Answers the Most Asked Questions From Advisors

    26 THG 5

    EP 83: From Client Experiences to Succession Planning: Chris Reynolds Answers the Most Asked Questions From Advisors

    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…   With everything that is going on, what should I be doing with my business? What should I be talking about with my advisors? What’s the best way to grow my business? I’m feeling burnt out. What should I do? How do I start my succession planning? 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

    31 phút
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Giới Thiệu

“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.

Thông Tin

  • Nhà sáng tạo
    Investment Planning Counsel
  • Năm hoạt động
    2022 - 2025
  • Tập
    90
  • Xếp hạng
    Sạch
  • Bản quyền
    © All rights reserved.
  • Trang web chương trình
    Turning the Page

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