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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.
Episodes
Monday Jun 09, 2025
Monday Jun 09, 2025
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
Monday May 26, 2025
Monday May 26, 2025
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
Monday May 12, 2025
Monday May 12, 2025
This episode is all about what happens when a financial advisor decides "there's got to be a better way"—and then builds it. Brandon Chapman, Founder of AdvisorFlow, joins me to talk about his journey from bootstrapping his advisory business in a basement apartment to leading one of Canada's rising fintech platforms. We get into what clients actually want, why most digital experiences still feel like 2007, and how to scale without losing your human touch.
Brandon Chapman, CFP, is a financial advisor and entrepreneur with over a decade of experience operating his own advisory practice. He is also a key contributor at AdvisorFlow, a fintech company focused on streamlining the digital onboarding experience for advisors and their clients. Brandon is passionate about elevating the digital client experience and helping advisors modernize their practice through thoughtful technology, storytelling, and a strong online presence.
Things to Ponder from This Show…
- The Client Experience Is the Brand: Whether digital or in-person, every interaction shapes how clients talk about you. A remarkable experience earns referrals; an unremarkable one does the opposite.
- Most Digital Experiences Are Still Broken: Advisors often mistake tech for PDFs with a logo. Today’s clients expect seamless, intuitive experiences like they get from Apple or Amazon—and anything less is a liability.
- Tech Enables Scale, but Human Touch Builds Trust: Tools like Advisor Flow help advisors grow by automating onboarding and compliance—but trust is still earned through planning-first conversations, not just product pitches.
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
Monday Apr 28, 2025
Monday Apr 28, 2025
Today on the show, Chad Hardy—a man who went from getting excommunicated by the Mormon church for creating a controversial calendar (yep, that happened) to building a successful business and life based on something he calls the Law of Zero. We talk about hitting rock bottom, letting go of revenge, and the five steps he uses to help people (and himself) realign with what actually matters.
Chad Michael Hardy is an entrepreneur and the author of “LAW OF ZERO: The Journey to Awakening Your Authentic Self, Unlocking Your Infinite Power, And Taking Control Of Your Life.” Chad has a proven track record of building people up and bringing people together by producing community and corporate events. An award-winning entrepreneur, he founded the flourishing team building company, AdVenture Games Inc. Since his discovery of the Law of Zero, Chad has channeled the multitude of personal challenges and triumphs of his life into helping others find their authentic joy and their true self.
Learn more about Chad at http://chadhardy.com
Get a copy of LAW OF ZERO at https://www.lawofzerobook.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
Monday Apr 14, 2025
Monday Apr 14, 2025
In this episode, we sit down with Janine Rogan, a financial expert and author passionate about empowering individuals—especially women—to build wealth and take control of their financial futures. Janine shares insights from her book The Pink Tax, diving into the hidden costs women face in the economy, practical strategies for financial independence, and the power of shifting your money mindset.
Janine Rogan, CPA is the founder and CEO of The Wealth Building Academy Inc. and an award-winning CPA. Her mission is to educate and empower women to confidently and profitably grow their wealth, through financial equality for all. She has been featured in international media and has delivered keynotes to thousands of individuals and companies around the world. She’s also the cohost of the Pink Tax Podcast—where she and Tara Faria smash the patriarchy one dollar at a time. Janine is a University of Alberta alumna, born and raised in Edmonton, Canada, and is currently pursuing her Master of Economics of Sustainability at Torrens University in Adelaide, Australia.
In Janine book “The Pink Tax: Dismantling a Financial System Designed to Keep Women Broke,” she draws from multiple studies, researched statistics, and her own experiences to shine a spotlight on the gender wage gap and the state of female wealth
Three Key Takeaways
- The Pink Tax Is Real – Women often face higher costs for everyday goods and services, from personal care products to financial fees, making financial independence even more challenging.
- Mindset Matters in Wealth-Building – Changing how you think about money—especially overcoming limiting beliefs—is crucial for long-term financial success.
- Small Steps Lead to Big Changes – Janine emphasizes that you don’t need to be wealthy to start investing and building financial security. Small, intentional steps can create significant financial freedom over time.
Get a copy of Janine’s book HERE.
You can check out Janine’s podcast on Spotify or Apple Podcasts.
Follow Janine on Instagram or LinkedIn.
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
Monday Mar 31, 2025
Monday Mar 31, 2025
In this episode, we dive into the fascinating world of behavioral finance with Felipe Toews, CEO and Portfolio Manager of Toews Asset Management and co-founder of the Behavioral Investing Institute. Felipe shares his journey from Kansas to New York, detailing his early struggles, the lessons learned from market crashes, and how he built a business around helping financial advisors and investors navigate market uncertainty.
We discuss why traditional portfolio strategies might be flawed, the role of behavioral coaching in wealth management, and Felipe’s new book, “The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy.”
You can pick up a copy of Felipe’s book on Amazon: https://a.co/d/5ULq3nR
- Three Major Takeaways from the episode…
Investor Behavior Drives Success (or Failure): Many investment mistakes stem from emotional decision-making. Understanding and managing investor behavior is just as crucial as portfolio strategy. - Traditional Portfolios May Be Flawed: The classic 60/40 portfolio approach doesn't always protect investors from extreme market downturns. Felipe advocates for a more adaptive, risk-aware investment strategy.
- Financial Advisors Must Be Behavioral Coaches: It's not just about managing money—it’s about managing client emotions, expectations, and decision-making to help them stay on track for long-term success.
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
Monday Mar 17, 2025
Monday Mar 17, 2025
Exceptional customer service isn’t about avoiding mistakes—it’s about how you handle them when they happen. In this episode, we explore the power of trust, the importance of standing by your brand values, and how one luxury hotel turned a major booking mishap into an unforgettable experience. Learn how businesses that go above and beyond to make things right not only win back customers but turn them into lifelong advocates.
Three Biggest Takeaways:
- How to Turn a Negative Experience into a Positive One – Learn why fixing mistakes with integrity and generosity can create lifelong brand loyalty.
- The Three Pillars of Trust – Discover the key factors that make customers feel confident in your business: what you stand for, what you deliver, and how reliable you are.
- Short-Term Cost, Long-Term Gain – Why great companies are willing to take a financial hit in the short term to strengthen their brand and customer relationships in the long run.
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
Monday Mar 03, 2025
Monday Mar 03, 2025
There is magic that can be found when you take the time to learn how successful people make things happen in other industries and endeavors besides your own. Success leaves clues and if you look closely, there’s so much we can learn from others that do amazing things.
This is so true in sports. High performance athletes talk about how they succeed and their mindset and tools are things we, as entrepreneurs, can use to grow our business and build the life we want to live.
Ben Sporer is joining us today to talk about the lessons entrepreneurs can gain from elite athletes. He literally wrote the book on the topic!
Ben Sporer, PhD, has spent nearly 3 decades working in elite sport and human performance. He has held multiple roles with the Canadian Sports Institute and, as an accomplished physiologist, has led performance support teams at summer and winter Olympic games, as well as at World Cup and World Championship events. In addition to his role as founder of Resync, a boutique performance strategy firm for sports organizations, athletes, and corporate clients, Ben is an adjunct professor at the University of British Columbia and is currently the vice-president of performance strategy for the Vancouver Whitecaps FC of Major League Soccer.
Ben is the author of a new book, “Output: Optimizing Your Performance with Lessons Learned from Sport,” Ben combines his scientific expertise with decades of experience in sport and business to simplify the strategies of high-performing athletes and how they can apply to anyone, in any field. By explaining the mechanics of the Core 4 performance factors and reframing the link between preparation, action, and purpose, Ben reveals a performance solution that empowers you to value output over outcome.
You can purchase Ben’s book at https://output-book.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