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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.
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3 days ago
3 days ago
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
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Cheers,
Chris
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