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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 13, 2022
Monday Jun 13, 2022
Today on ‘Turning the Page… on building a better business’, our host Chris Reynolds talks about a crucial subject to any independent financial advisor: succession planning. Joining him is one of the experts in the marketplace, Bill Black, who has built an incredibly successful advisory business of his own. Bill has bought, integrated, and exited businesses across multiple locations in Canada and now advises other business owners of preparing for their own business succession and exit planning.
In the episode, Bill and Chris dig into:
- How growth through acquisition was a strong catalyst for Bill in his business
- Why a succession plan is never set in stone - and you may nurture your successor and still be able to pivot or change your succession strategy
- Why a good checklist that gets your business ready for succession needs to be focussed (Bill shares his framework in the episode)
- The importance of putting repeatable systems in place so that it will be easy for your business to go from generation to generation with its legacy preserved
Chris rounds out the interview asking Bill about his main passion and what makes him wake up each day, the most impactful conversation that he’s ever had with a client, and how Bill wants to be remembered in the industry.
Listen to Turning the Page… on building a better business!
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Monday May 30, 2022
Monday May 30, 2022
Today on ‘Turning the Page… on building a better business’, our host Chris Reynolds sits down with well-respected industry veteran and seasoned financial executive James O´Sullivan. James is the President and Chief Executive Officer of IGM Financial Inc.
James holds joint Juris Doctor and Master of Business Administration degrees from Osgoode Hall Law School and Schulich School of Business at York University as well as a Specialized Honours Bachelor of Arts degree in Mathematics from York University.
In this episode, James and Chris dig into:
- Why people who work with advisors do better financially than the people who don’t.
- How technology allows us to have better communication with clients.
- How advisors can plan for succession in a way that works for them and works for their clients.
- And finally, Chris dives into a round of questions with James! What James loves doing, what he would like to be remembered for, and what he considers the best advice he’s ever received in his career.
Listen to the podcast for the full interview that covers those key points and a lot more. Join Chris Reynolds and James O´Sullivan in Turning the Page… on building a better business.
Monday May 16, 2022
Monday May 16, 2022
Today on ‘Turning the Page… on building a better business’, Chris Reynolds sits down with independent financial advisor and business owner, Jason Pereira. Jason is a recognized writer, commentator, speaker, podcaster, teacher, and expert in the areas of financial planning, practice management and fintech.
Jason is quickly emerging as one of the top financial planners in Canada through his use of technology in wealth management for leverage and efficiency in the growth of his business. Jason is also the host of two podcasts The FinTech Impact and The Financial Planning for the Canadian Business Owners.
In this episode, Jasonand Chris dig into:
- Why the financial plan must be the first thing every advisor starts with
- How the use of technology solutions can give independent advisors way more leverage and scalability to drive operational efficiencies and growth
- Current trends in the industry - both in the US and Canada - and what financial advisors can expect to see in the Canadian marketplace
- And finally, Chris dives into a round of questions about what Jason loves most about his job, his one most memorable client, and what Jason would like to be remembered for.
Listen to the podcast for the full interview.
Join Chris Reynolds and Jason Pereira in Turning the Page… on building a better business.
Thursday Apr 28, 2022
Thursday Apr 28, 2022
In this episode, Chris Reynolds talks about something fundamental to any business: defining your ‘Why’. It’s the surprising factor that unifies many successful entrepreneurs, no matter what their definitions of success is.
Chris digs into:
✅ How your ‘Why’ extends to building your entrepreneurial advisor business
✅ How do you come up with your ‘Why’?
✅ Can your ‘Why’ change over time?
✅ Five questions to identify and articulate your ‘Why’
✅ Chris’ recommended reading list on the subject
Listen to the full episode for more.
Join Chris Reynolds in ‘Turning the Page… on building a better business’.
Thursday Apr 28, 2022
Thursday Apr 28, 2022
Today on ‘Turning the page… on building a better business’ Chris sits down with Thie Convery, Wealth Advisor at Convery Wealth with IPC Securities Corporation.
For over 30 years, Thie has built a formidable advisory business - growing over time to serve a niche audience with niche strategies. Through planning and advice, she helps her clients to actively live, enjoy and experience life.
Thie is also the author of Wealth Solutions for Life®,– The 7 Questions You Must Ask Before You Hire a Financial Advisor and a co-author of Success Today: Common Sense but Uncommon Knowledge from Today's Leading Entrepreneurs and Professionals to Help You Lead an Extraordinary Life of Health, Wealth and Success.
Thie and our host Chris dig into:
✅ Why starting your business by default, then falling in love with it, is a valid choice.
✅ Why a mission goes beyond a statement - and can be deeply personal.
✅ How entrepreneurial advisors can become great marketers - Thie shares her contrarian approach
✅ How to find your focus and grow your business as an entrepreneurial advisor
Chris offers one takeaway for entrepreneurial advisors in this edition, along with questions to ask yourself to define your niche.
Listen to the podcast for more.
Join Chris Reynolds and Thie Convery in turning the page on building a better business.
Monday Apr 25, 2022
Monday Apr 25, 2022
Consistency is invaluable, because its benefits will compound over time.
Meet our host Chris Reynolds, co-founder and Executive Chair of Investment Planning Counsel. In this podcast,‘Turning the page… on building a better business’, Chris will bring you 26 proven ideas to take your business to its next level.
Chris believes that at the heart of any great business is remarkable client experience: how you meet the needs of your clients, 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.
In the introductory episode, Chris sets out the three areas for focus for this podcast and what you will gain from listening for each episode:
✅ Proven strategies to build even more successful businesses.
✅ The trends and technology that are reshaping the financial advice industry, what it means for the future of independent advice and how you can use it to your benefit
✅ Succession planning, and how to leave a strong legacy to benefit your family, your clients and yourself.
Listen to the podcast for more.
Join Chris Reynolds in turning the page on building a better business.