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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 May 13, 2024
Monday May 13, 2024
Schedule a complimentary virtual coffee with me and let’s talk about how you create moments of delight for your clients in your business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Warren Buffett once said “Any business with delighted customers has a sales force they won’t have to pay; You don’t see them, but they are talking to people all the time.”
There are countless tools available today to help entrepreneurs market their services to current and potential clients. But what really makes you stand out?
Nat Korol is here to talk about how you can create moments of delight for your clients, and that ultimately can lead to a growing business through increased client retention and referrals!
Nat Korol combines 15 years of marketing experience from working in finance, investor relations, media distribution, and brand marketing to help organizations identify marketing niches and translate them into tangible business outcomes. As a co-founder of a Toronto-based B2B creative marketing firm, Hyphen, Nat's focused on building a responsible culture and a sustainable business that's leading the change on how agencies operate.
Since 2016, Hyphen has partnered with over 50 organizations to deliver impactful digital marketing strategy and design, all while donating 1% of their revenue (not profits) to Environmental Defense Canada via 1% for the Planet Business Members, and on average, taking 3 weeks vacation plus 2 weeks off over the winter holidays annually!
Her passion for learning and sharing her knowledge has led her to lecturing on Content Marketing Strategy to post-graduate students at Humber College and on Professional Media Sales to fourth-year undergrads at University of Guelph-Humber. She was nominated for Canada’s Top 40 Under 40, and was named Top B2B Marketing Strategist of the Year 2023 by International Association of Top Professionals.
Learn more about Hyphen at http://hyphenco.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 Apr 29, 2024
Monday Apr 29, 2024
Schedule a complimentary virtual coffee with me and let’s talk about how you’re using A.I. and technology in your business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Everywhere you turn, people are talking about A.I. - artificial intelligence. It’s becoming a major player in every industry and on the way to being part of our everyday lives at a very fast pace.
But if you’re like me, you’re probably asking “What is A.I.?” For those of us in the wealth management industry, is it something we should worry about or something we can harness and use?
Joining me to answer these questions is someone that is involved in the A.I. world in our industry, Brad Joudrie from Conquest Planning!
As the Chief Revenue Officer at Conquest Planning Inc., Brad Joudrie brings a wealth of experience in the technology arena. He holds an Honours Bachelor of Commerce degree from McMaster University and has nearly two decades of expertise in the field.
Following a successful career in sales and sales leadership roles within the human capital management space, Brad transitioned to financial services technology, where he led global sales for Advicent Solutions (NaviPlan), making significant contributions to the company's growth.
Following this, Brad took on the challenge of expanding Quovo Inc., a leading data aggregation technology firm, into the Canadian market until its eventual sale to Plaid. In 2019, he joined Conquest Planning to spearhead go-to-market efforts as its Chief Revenue Officer.
Conquest Planning has since established itself as a market leader in the financial advice space in Canada, with recent expansions into both the UK and US markets, in large part thanks to Brad's strategic guidance.
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 Apr 15, 2024
Monday Apr 15, 2024
Schedule a complimentary virtual coffee with me and let’s talk about how you cater to high net worth investors! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Succession is a reality for everyone. Believe it or not, one day, you’re going to be ready to retire and enjoy the fruits of your hard work over the years. To do it right, it takes planning, preparation and the right mindset.
Today, we’re talking to someone who has gone through the process and had a successful exit from his business, Ron Harvey. We’ll dig into his story and how he was able to successfully put together a succession plan, look after his clients and still keep his hand in the industry he loves so much.
Ron Harvey has been a financial advisor for 30 years. He was Senior Financial Advisor with IPC for 9+ years and is a proud recipient of IPC’s Legacy Award in 2022. Before IPC, he was a Senior Financial Advisor and branch manager for two other firms. In his volunteer roles, he is Chair of the Board of FP Canada and has been a board member since 2017. He was a board member of CPA Ontario from the time of the merger of the three accounting bodies in 2014 until 2017. Prior to that, he was chair of CGA Ontario at the time of the merger. I am a Fellow of CPA Ontario and am also an FP Canada Fellow.
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 Apr 01, 2024
Monday Apr 01, 2024
Schedule a complimentary virtual coffee with me and let’s talk about how you cater to high net worth investors! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchri
Every financial advisor wants to serve the high-net-worth market. However, the rich are different from you and me. They have specialized needs and other considerations that involve more than just looking for someone to manage the money. It takes a lot to put together the right set of professionals to help high net worth individuals solve their financial problems.
Our next guest has done just that. In a short period of time, Dean Trudeau has built a truly unique offering for his clients gathering a team of professionals together in one location to serve client needs.
Dean Trudeau is the Founder of OPES Family Advisory in Ottawa and heads up the investment strategy Committee as lead portfolio manager. Dean began his investment career in 1987 and has held the designation of CERTIFIED FINANCIAL PLANNER™ for over 25 years. Dean’s deep commitment to his field, his enthusiastic initiatives, breadth of knowledge, and experience have made him a formidable speaker all over Canada. Throughout his outstanding career, his diligent work has been recognized with many industry awards.
What do you do to cater to high net worth individuals? Are you looking to expand your business in this market? I’d love to chat with you about your business and show you how I can help! Let’s schedule a virtual coffee and chat.
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 Mar 18, 2024
Monday Mar 18, 2024
Schedule a complimentary virtual coffee with me and let’s talk about how you offer five star service in your own business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
I recently had the good fortune to travel through Southeast Asia on an epic 17 city tour. Travel is one of my passions. It allows me to see how the rest of the world lives, their cultures and most importantly their food! I love to embrace new places and study what makes them different from us in North America.
When you travel as much as I do, you get to stay at many different types of hotels and dine at different restaurants. Some disappoint, some meet your expectations and others are so outstanding that you must tell everyone you meet about your experiences.
After my last trip, I started to take notes on why some places were so fantastic and stood out from the others. And why some could charge a big premium for what they do for essentially the same commodity.
In this episode, you’ll learn the three things these five star companies do so well that you should integrate into your own business.
What do you do to offer a five star service to your clients? Let’s have a virtual coffee and talk about it!
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 Mar 04, 2024
Monday Mar 04, 2024
Schedule a complimentary virtual coffee with me and let’s talk about how I can help you grow your business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
As we continue our series of conversions with the regulators, today I’m talking with the new CEO of Canadian Investment Regulatory Organization (CIRO), Andrew J. Kriegler.
In this episode, we discuss…
- The purpose of an SRO and the story behind the merger of IIROC and MDFA.
- The benefits of the merger for advisors and consumers.
- The challenges Andrew and his team are facing through the merger process.
- The recent white paper that was issued regarding commission redirection
Andrew J. Kriegler is the inaugural CEO of the Canadian Investment Regulatory Organization (CIRO) formed on January 1, 2023, through the amalgamation of the Investment Industry Regulatory Organization of Canada (IIROC) and the Mutual Fund Dealers Association of Canada (MFDA).
In late 2014, Andrew was appointed President and CEO of the Investment Industry Regulatory Organization of Canada (IIROC), CIRO’s predecessor organization. Before coming to IIROC, Andrew served as Deputy Superintendent of the Office of the Superintendent of Financial Institutions (OSFI) where he was responsible for the prudential supervision of Canada's federally regulated financial institutions. He also spent 25 years in the private sector, most recently as Treasurer of CIBC from 2008 to 2012, and earlier as Senior Vice President & Chief Human Resources Officer of Moody's Corporation, parent of the credit rating agency Moody’s Investors Service, where he had been the Canadian Country Managing Director.
Andrew has also worked as a treasury executive, as a securitization and debt capital markets banker, as an analyst and then a trader on a mortgage-backed securities trading desk.
What do you do in your business to make sure you are compliant? How do you protect not only yourself but your clients? Let’s have a virtual coffee and talk about it.
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 19, 2024
Monday Feb 19, 2024
Schedule a complimentary virtual coffee with me and let’s talk about how I can help you grow your business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
We have challenges we face in life. Having the right mindset helps you overcome the challenges.
My guest today has had unbelievable obstacles in his family’s life. Their successful business was destroyed by bombs. They were displaced from the country of their birth. They moved to Canada, a country they had never been to before, to start a new life.
By combining entrepreneurship and the principles that matter most to them, they’ve not only built a successful business, but a business that gives back to the community and the world everyday.
Meet Tareq Hadhad, the founder and CEO of Peace by Chocolate.
In 2012, the Hadhad’s home and factory that housed the family chocolate-making business were destroyed which forced them to seek safety in other countries. A former medical student at Damascus University and long-time peacekeeping advocate, Tareq joined medical relief efforts after arriving in Lebanon. A new life began when Tareq and his family were welcomed to Canada on a community-based sponsorship.
Passionate about peace and entrepreneurship, his family relaunched the family business to recreate the chocolates they once exported across the Middle East and their story has turned into an international inspiring phenomenon.
Author Jon Tattrie wrote a book about the Hadhad’s story which has become a bestseller. A feature film, Peace by Chocolate, also based on the family’s story, premiered at the Tribeca Film Festival and launched in Cineplex theaters across
Tareq speaks on the compelling story of his family, the positive impact of newcomers, and the spirit of resiliency, entrepreneurship and giving back.
Tareq and I talk about:
- His story - from
- How your journey in entrepreneurship is part of a much larger story that’s bigger than you!
- Understanding the value of people in your business - from clients to employees
- Your ROK (Return on Kindness) is more important than your ROI
- The importance of your values in leadership.
What adversities have you gone through in your business? We all have a story and I’d love to hear yours! Let’s have a virtual coffee and talk about it.
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 05, 2024
Monday Feb 05, 2024
Do you have questions about your succession plan? If so, let’s chat! Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Entrepreneurs often come up against one of their biggest challenges when it’s time to exit their business. Undoubtedly, there’s lots to think about: clients, staff, and themselves. I’ve sold my business numerous times and had the same anxieties and sleepless nights every time.
Each time, I had questions: How do I maximize the value of my business? How do I determine who my successor should be? How will I know my clients will be looked after? What happens to the loyal team that helped me build my business? How do I extend the legacy I have built?
If you’re at this stage of your entrepreneurial journey, this episode is for you.
John Novachis, the Executive Vice President of Corporate Growth and Development at IPC spends his days working with independent financial advisors, to help them navigate this crucial part of entrepreneurial journey. With over 25 years in the business, John has helped many Advisors prepare for and succeed their business well. This includes supporting them in overcoming challenges, identifying the right succession strategy, and maximizing the value they can extract from their business.
John and I talk about:
- His own journey and how he helped develop IPC Pinnacle, IPC’s corporate branch model, which is a succession option for independent advisors in Canada.
- The other strategies for succession Advisors have in today’s business environment.
- The biggest concerns and opportunities Advisors face with succession planning.
I’ve been through the succession planning process myself. If you need someone to have a conversation with and talk about your current plan, I’d love to personally chat with you about yours over a virtual coffee!
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