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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 Sep 30, 2024
Monday Sep 30, 2024
Often on the podcast, I talk about how important your online presence is when it comes to building a successful business. Your potential clients start online to gather information. If you can build trust with a potential client before they even pick up the phone, you’ve won half the battle.
Today we’re talking to someone who has done just that - Patrick Briscoe. He’s using the internet and social tools to build a modern day financial advisory business.
You’re going to learn how he’s done it and how you can start using the same tools for your business today.
Patrick Briscoe is a Financial Planner at Bayswater Wealth Management with IPC. He embarked on his financial advisory career in 2011 after a transformative teaching stint in London, England. Combining his educational expertise and passion for finance, Patrick naturally transitioned into the financial industry upon his return to Canada and quickly established himself as a trusted advisor, helping Canadians from coast to coast plan for and live through retirement.
Patrick Briscoe is also a co-author in the forthcoming books, entitled Financial Success for Pre-Retirees and Financial Success for Retirees.
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 16, 2024
Monday Sep 16, 2024
One of the things I love the most is watching fellow entrepreneurs build a great business within our organization that changes not only their life but lives of their clients.
One of those success stories is our Dan Nolan. Dan has been a professional financial advisor in Ottawa since 1992. He was on the show back in August 2022 where we discussed how to have tough conversations with your clients in a market downturn and how to show them the opportunities in those moments.
Since then, Dan has transitioned out of his business and is now the Vice President, Corporate Growth & Development for IPC. He’s one of the leaders inside our Pinnacle program and helping to grow the next generation of financial advisors!
Dan’s here today to talk about his own journey as a financial advisor, how he built and executed his succession plan and how he’s using those 30+ years of experience to help shape the next generation of advisors.
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 02, 2024
Monday Sep 02, 2024
I believe that every entrepreneur needs a hero that they follow and learn from. For me, that hero is Steve Jobs. I’ll share with you the four lessons I learned from following Steve Jobs that you can start using in your business today.
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 19, 2024
Monday Aug 19, 2024
Schedule a complimentary virtual coffee with me and let’s talk! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Is your business a Pete’s Donuts or a Tim Hortons? This week, Chris talks about two businesses doing the same thing right across the street from each other and what we can learn from them.
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 05, 2024
Monday Aug 05, 2024
Schedule a complimentary virtual coffee with me and let’s talk about how you and your team serve the growing senior population in Canada! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
There is one thing we all have in common – every day we are getting older. And as people get older, their needs change. It’s important to know how we can service this growing demographic!
Here to chat about the role financial advisors play in the lives of their senior clients and clients with senior parents is Laura Tamblyn Watts!
As the CEO of CanAge, Laura Tamblyn Watts embodies a commitment to the betterment of elder care and seniors’ rights. Her multifaceted career spans law, academia, and policy development, reflecting a dedication to impactful advocacy and education.
With a legal background as a member of the BC Bar since 1999, Laura has leveraged her expertise to advance the interests of seniors, serving as National Director of the Canadian Centre for Elder Law and as Chief Public Policy Officer at CARP. Her academic role as an Assistant Professor (status) at the University of Toronto’s Factor Inwentash Faculty of Social Work underscores her commitment to shaping future professionals in the field.
Her new book, “Let’s Talk About Aging Parents,” reflects her engaging approach to discussing the complexities of aging.
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 Jul 22, 2024
Monday Jul 22, 2024
Schedule a complimentary virtual coffee with me and let’s talk about what you and your team are doing to build a high growth advisory business at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Success leaves a trail of crumbs. When others have gone down the path of growth and seen massive expansion in their business, there’s things they all do every single day to get to that point.
Joining me today to talk about the traits of successful financial advisors and to share the five aspects of a high growth advisory business is Chris Venn.
Chris Venn is the Head of Advanced Markets at Financial Horizons and works with growth-minded advisors to help them move directly toward the success they’ve defined. Before starting his own successful businesses, Chris was originally trained by former members of the British SAS to protect some of the wealthiest people in the world, and was an Officer in the Canadian Armed Forces. Today, he brings the mindset, disciplines, perspective and coaching that create real change. Chris has spent the last 18 years working exclusively with high-performing advisors and advisory firms in Canada and the US, and delivers one-of-a-kind programs so advisors can create the success they want.
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 Jul 08, 2024
Monday Jul 08, 2024
Schedule a complimentary virtual coffee with me and let’s talk! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
When I was a teenager, I would work at Woodbine Racetrack for a very successful horse trainer. I would observe how he worked - not that much. I come from a family of proud workaholics and he was the complete opposite. Yet he was so confident and successful. One day, I grew the courage to ask him what made him so successful. The one piece of advice he gave me is something that shaped my future and I still use to this day.
Today, I’ll share that one piece of advice and hopefully it can spark something inside of 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 Jun 24, 2024
Monday Jun 24, 2024
Schedule a complimentary virtual coffee with me and let’s talk about what technology tools you’re using at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Today, we’re digging deep into estate planning and how technology is even expanding to help your clients with what happens with their money at the end of their life.
Talking about this topic with us is Danny Lohrfink. He’s the Co-Founder and Chief Product Officer of wealth.com, the wealth management industry’s leading estate planning platform, empowering 400+ wealth management firms, including independent RIAs, aggregators, broker-dealers, custodians and wirehouses to offer modern, comprehensive and sophisticated estate planning solutions to their clients. As Chief Product Officer, Danny is responsible for all product-related activities, including strategy and execution.
Prior to Wealth, Danny served as Business Lead of SoFi’s wealth management division, SoFi Invest. Before that, Danny held several roles at Goldman Sachs Private Wealth Management. Most recently, Danny was a Vice President on the PWM Management team, where he was responsible for leading strategic projects and initiatives. Danny was a standing member of the Operational Experience Group (OEG) and the Client Experience Group (CEG).
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