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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 Nov 24, 2025
Monday Nov 24, 2025
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
Monday Nov 10, 2025
Monday Nov 10, 2025
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
Monday Oct 27, 2025
Monday Oct 27, 2025
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
Tuesday Oct 14, 2025
Tuesday Oct 14, 2025
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
Monday Sep 29, 2025
Monday Sep 29, 2025
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
Monday Sep 15, 2025
Monday Sep 15, 2025
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
Monday Sep 08, 2025
Monday Sep 08, 2025
Welcome to our fourth season of Turning the Page!
Over the course of the show, we’ve talked about new kinds of alternative investment strategies for clients as well as the growth in the Fintech industry.
To talk to us today about these topics is someone that knows them very well: Paul Desmarais III, the Chairman and CEO of Sagard, an alternative asset management firm active in venture capital, private equity, credit, and real estate.
Paul has led Sagard since 2016, along with a handful of close partners bound by a common vision: build one of the best-performing investment firms globally. Sagard has experienced outstanding growth, with assets under management increasing to over $30B.
Under Paul, Sagard has built a global network of expertise that helps companies lead, embrace, and stay ahead of disruptive trends, expanding activity in North America, Europe, and the Middle East. The team is behind some of the largest technology success stories in Canada such as Wealthsimple, Koho, Nesto, and Dialogue. Sagard is also behind incredible international entrepreneurial journeys such as the growth of Ceva Sante Animale, the creation of Kiloutou as a French equipment rental champion, and the creation of Alan in the insurance space in France.
Within the Sagard ecosystem, Paul is the Executive Chairman and Co-Founder of Portage (fintech & financial services investing) and the Chairman and Co-Founder of Diagram (venture builder). Within the investment portfolios, he is the Chairman of Wealthsimple, Novisto, and Sagard Wealth, and a director of Nesto and Midas.
Prior to his current role, Paul worked at Goldman Sachs in the Investment Banking Division, Investment Strategy Group and Special Situations Group, Imerys S.A. in supply chain management and strategy, and Great-West Lifeco Inc. in risk management. He has earned a B.A. in Economics from Harvard College and holds an MBA from INSEAD.
Please visit sagard.com if you would like to learn more.
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 Aug 04, 2025
Monday Aug 04, 2025
I’ve been in business for over 30 years now and over those 30 years, you learn a few things! I’ve learned not only what to do, but also what NOT to do.
Recently when talking to a group of advisors about their business, some advisors asked me what I have learned over my time in the business.
I thought about this for a while and there's at least 10 major lessons that if implemented would make their life way better. Most of these lessons I have either stole from other people or simply observed bad behavior in other people and swore to myself I would not repeat their mistakes or be anything like that.
Today to wrap up our podcast season, I’m sharing them with 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!