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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 Feb 17, 2025
Monday Feb 17, 2025
Some of the most successful entrepreneurs are, by nature, problem solvers. They see a problem in the world, go out and find a solution and then build a business around that. Or they might have something they want to achieve in their own life and decide to go out, do it and then help others do the same.
Today’s guest took his own health journey and built it into a huge business helping others with their own journey. Since then, he’s not only helping people with their health journey, but helping others build amazing businesses of their own.
Mike Fata has dedicated over 25 years studying and practicing natural health, starting in 1995 when he made the life changing decision to lose over 100lbs, and go from 300lbs to his current 180Lbs. He has gained an excellent knowledge of human anatomy, diet, nutrition and natural health lifestyle. Mike is a best-selling author, a keynote speaker, and has been featured on various media countless times regarding natural health, nutrition, hemp foods, organic agriculture, sustainable business, entrepreneurship and mentorship.
Mike is the co-founder of Manitoba Harvest Hemp Foods. From 1998 to 2016, he ran all aspects of the company as Chairman of the Board and CEO. In February 2019 Mike helped guide the strategic sale of Manitoba Harvest to Tilray for $419 million.
In February of 2022, as Chairman of the Board Mike completed his third nine figure exit deal with the acquisition of Sol Cuisine by Plant Plus Foods for $125mm cash.
Mike is currently Chief Executive Officer of Fata & Associates and investor/advisor to a portfolio of companies.
Mike hosts the Founder to Mentor podcast, connecting you with world class founders to inspire your personal and professional growth. Mike also has a bestselling book, “Grow: 12 Unconventional Lessons for Becoming and Unstoppable Entrepreneur” which you can find wherever you buy your books.
Learn more about Mike at https://www.mikefata.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 Feb 03, 2025
Monday Feb 03, 2025
You’ve heard me talk often about the importance of succession planning and how it is irresponsible for any business owner not to address this subject.
To talk to you about preparing for your succession plan is someone who has literally written the book on the topic, Dr. Tom Deans. Having delivered more than 2000 speeches in 28 countries, Dr. Deans is regarded as the preeminent thought-leader on the subject of inter-generational wealth transfers. With his family selling businesses for more than $100 million, he truly is the expert in the subject of transitioning family wealth.
Dr. Tom Deans is the author of three books on the subject of family wealth transfers. His first book, “Every Family’s Business: 12 Common Sense Questions to Protect Your Wealth,” remains the best-selling family business book of all-time -- selected by The New York Times as one of the Top Ten Books Business Owners Should Read. The book has sold more than one-million copies in more than 100 countries.
His second book, “Willing Wisdom: Seven Questions Successful Families Ask,” reached #2 on the Globe and Mail’s best-sellers List. The book has received critical acclaim for its controversial explanation of why 15 million Canadians do not have a legal will.
In May 2024, Dr. Deans released “The Happy Inheritor: How Successful Families Prepare Heirs and Transfer Wealth,” the third and final book in his Family Wealth Trilogy. The book examines how many successful families transfer wealth with great care and joy through the use of facilitated family meetings to bring predictability and transparency to their estate plans. For families who struggle with this process, the book offers insights into why.
Deans is a graduate of Mount Allison University, McMaster University and earned a Ph.D. from the University of Warwick in England.
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 Jan 20, 2025
Monday Jan 20, 2025
There’s a lot we can learn from world class athletes that we can implement into our lives to make our big quest happen.
Here to talk about that is someone that has done just that - Ray Zahab is a Canadian Explorer, ultra distance runner and Founder of non-profit impossible2Possible. Ray is an Explorer in Residence of the Royal Canadian Geographical Society, and Fellow of the Royal Geographical Society. In 2015, the Canadian Geographic recognized Ray as one of Canada’s Top Explorers. In 2024, Ray was awarded the Sir Christopher Ondaatje Medal for Exploration, from the Royal Canadian Geographical Society. He has run over 17,000+km across the world’s deserts, and unsupported expeditions in some of the coldest places on the planet.
Ray recently spoke at our Summit last year. His story was so motivating, and I know you’re going to walk away from this episode ready to get up and make big things happen in your life.
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 Jan 06, 2025
Monday Jan 06, 2025
Welcome to 2025! Now that we’re past the holidays and into the new year, it’s time to think about what you want to accomplish this year. Deciding what type of business you want to build can be an exciting process, yet also feel overwhelming at times.
To help us think about what is possible, today’s guest is Sandro Forte. He’s built one of the top financial advisory firms in the UK and he’s here to tell us how you can do the same. His story will inspire you to build the firm and life you’ve always wanted.
Sandro Forte is the Principal Partner of Forte Financial and a keynote speaker who has helped entrepreneurs all around the world. He started his career at the age of 21. Within two years, he was among the top producers for a large UK company and by 1993 he had been recruited to lead the growth in another major organization with outstanding results in both sales and recruitment. Three years later he decided it was time to start his own company – a business which has grown exponentially every year since.
Sandro is the host of a hugely popular podcast series called the Sandro Forte Podcast. He is also the author of the international best-selling book Dare to be Different (now published in eight languages) and he is also an incredibly dedicated philanthropist who has single-handedly raised over £25m for various good causes.
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 Dec 23, 2024
Monday Dec 23, 2024
Can you believe it’s the end of the year already?! 2024 was quite a year, both personally and professionally. Today, I’m taking a look back at the year and giving you some insights for you to think about during the holiday break to help you make 2025 the best year ever.
Joining me to talk about the year is IPC’s podcast production partner, and the founder of Haze Creative, Matt Haze.
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 Dec 09, 2024
Monday Dec 09, 2024
As a generation of advisors start to plan for the next chapter in their life, many often will look at their family as an option of succession planning. Maybe a son or daughter, nephew or niece might want to keep the business going and grow the business in a new direction.
Today, we’re chatting with father-daughter duo Chris Hadjiyianni and Paulina Hadjiyianni of Hadjiyianni Financial in Waterloo, Ontario, who have done just that. They’ve been helping families and professionals manage their finances and achieve their goals for over 40 years.
Chris is a Wealth Advisor and highly experienced professional in the Financial Services industry, with an impressive career spanning over 50 years.
Paulina is an Associate Portfolio Manager dedicated professional who specializes in assisting individuals, families, and business owners in effectively managing their financial matters. Paulina's academic journey led her to earn a Business Honours Degree (BBA) with a specialization in finance from Wilfrid Laurier University.
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 25, 2024
Monday Nov 25, 2024
We might be in the financial advice business, but we’re also in the relationship building business. The relationships we build with our clients are the key that build the trust and connection we have with them.
In the high net worth space, building the right relationships with the right professionals can help your clients with their unique needs really can be a huge key to offering a great client experience. One of our advisors, John Klotz, knows this well. John has built a great relationship with our IPC Private Wealth division and relied on them to help build a better relationship with his clients.
John Klotz is the founder of Northwood Financial based in Toronto and has over 20 years of experience in the financial services industry.. He’s a graduate of the University of Toronto (BA) and the Canadian Institute of Financial Planning (Toronto) . He is a member of the Financial Planners Standards Council in Canada and a member of Advocis, formerly the Canadian Association of Insurance and Financial Advisors. He is also President of Northwood Mortgage Life .
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 11, 2024
Monday Nov 11, 2024
It’s crazy to think we’re already talking about 2025, but here we are! As we start to wrap up the year, we start to look back at what we accomplished (or didn’t!) this year and start to think about what the new year will look like.
We dream big. We might even plan big. But how do we make the big vision, the big quest happen? How do we take action on our ideas? How can we get out of our own way and not just say next year will be the best, but actually MAKE it the best?
Today’s guest is here to help us set the table for the new year and show us the way.
Gregg Brown is a globally recognized change and future of work expert and best-selling author who combines storytelling, audience engagement and research-based insights to empower teams to be future ready and thrive in the future of work.
Gregg was recently named one of the Top 50 Global Thought Leaders on Change Management.
Gregg’s new book, “Spark Action: How to Lead Change That Matters” is an Amazon #1 Bestseller and recommended as one of the top thought-leader books to read in 2024 by Thinkers360.
Also - Gregg was part of the groundbreaking team that opened the first wave of Starbucks in Canada. You know how much I love the Starbucks business model; I even did a whole podcast about what we can learn from Starbucks!
Learn more about Gregg at https://greggbrown.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