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 97: Chris Reynolds Looks Back at 2025 and Gives You The Playbook to Succeed in 2026

    12/15/2025

    EP 97: Chris Reynolds Looks Back at 2025 and Gives You The Playbook to Succeed in 2026

    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

    40 min
  2. EP 96: Finding the Good News in Everything with Chris Snyder

    12/08/2025

    EP 96: Finding the Good News in Everything with Chris Snyder

    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

    34 min
  3. EP 95: How Charitable Giving Can Be a Powerful Business Strategy with Charitable Impact’s John Bromley

    11/24/2025

    EP 95: How Charitable Giving Can Be a Powerful Business Strategy with Charitable Impact’s John Bromley

    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

    48 min

  4. 11/10/2025

    EP 94: How to Manage Your Emotions in Business and Succession Planning with Liz Doyle Harmer

    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

    43 min

  5. 10/27/2025

    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

  6. 10/14/2025

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

    09/29/2025

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

    09/15/2025

    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
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About

“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.

Information

  • Creator
    Investment Planning Counsel
  • Years Active
    2022 - 2025
  • Episodes
    97
  • Rating
    Clean
  • Copyright
    © All rights reserved.
  • Show Website
    Turning the Page