Turning the Page

Investment Planning Counsel
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“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. 27 OCT

    EP 93: Creating Client Experiences That WOW Your Clients with IPC’s Alex Safarova

    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

    40 min

  2. 14 OCT

    EP 92: Bringing Humanity into Negotiations with Fotini Iconomopoulos

    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

    42 min
  3. EP 91: Recent Survey Findings Amongst Advisors and Investors on Succession Planning with IPC’s John Novachis

    29 SEP

    EP 91: Recent Survey Findings Amongst Advisors and Investors on Succession Planning with IPC’s John Novachis

    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

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

    15 SEP

    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.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

    20 min

  5. 8 SEP

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

    4 AGO

    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 min

  7. 21 JUL

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

    7 JUL

    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 min
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“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.

Información

  • Creador
    Investment Planning Counsel
  • Años de actividad
    2022 - 2025
  • Episodios
    93
  • Clasificación
    Apto
  • Copyright
    © All rights reserved.
  • Mostrar sitio web
    Turning the Page

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