Turning the Page Investment Planning Counsel

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’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 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#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 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 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