14.2K
Downloads
84
Episodes
“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 Oct 28, 2024
Monday Oct 28, 2024
Even though our business is about dollars and cents, when it’s all said and done, working in the financial advice industry is about the people, our clients that we work hard to help make their goals happen and make good choices in their financial lives. We might be able to look at a portfolio and be analytical and logical, but we all know that people can get emotional and make some very bad decisions based on their feelings and preconceived notions.
How do we understand what our clients are feeling? How do we know how to handle these situations and work with them when emotions run rampant? Especially when it can be contrary to their own future well being?
To understand this topic better, on today’s show we will get to talk about the psychology of financial planning with Dr. Meghaan Lurtz. Meghaan is a leading global expert on the psychology of financial planning and a Partner at Shaping Wealth. A dedicated educator, she is a Professor of Practice at Kansas State University, teaching in the Advanced Financial Planning and Financial Therapy Certificate Programs. She is also a lecturer at Columbia University, where she teaches Financial Psychology. She serves on multiple financial technology boards, bringing together finances and mental health. She is an active researcher, writer, and ongoing contributor to the Kitces platform, writing about the intersection of money, advice, and wellbeing.
Meghaan has finished her Ph.D. in Personal Financial Planning at Kansas State University. Meghaan is a past President of the Financial Therapy Association.
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 14, 2024
Monday Oct 14, 2024
I have used the phrase “I have seen more because I have stood on the shoulders of giants” many times on this podcast. The giants that I have stood on have all have all been great authors of great books. You can learn almost anything if you just take the time to find out who has done the most amount of research on a particular topic and then read everything they have written.
Today, I’m sharing with you the three books that taught me something that changed the trajectory of not only my business, but my 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 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