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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 Oct 02, 2023
Monday Oct 02, 2023
When you think of companies that truly deliver great client experiences, which ones come to mind?
There are some brands out there that take the client experience to a whole other level. One that is often used as a benchmark is Disney. People will save up for years for a Walt Disney World vacation. The expectations a visitor has are so high and Disney delivers every single time.
In our industry, having a remarkable client experience is the biggest way to help you stand out from the rest of the advisor crowd. What can Disney teach us and how can we implement those lessons into our business, so your clients are raving about you to everyone?
Our guest today is the perfect person to give us insight… Dennis Snow.
Dennis Snow has a passion for service excellence and has consulted with organizations around the world on the subject. Dennis’ customer service abilities were born and developed over 20 years with The Walt Disney World Company.
In his last year with Walt Disney World, Dennis’s leadership performance was ranked in the top 3% of the company’s leadership team. Dennis, now a full-time speaker, trainer, and consultant is dedicated to helping organizations achieve their goals in the areas of customer service, employee development, and leadership.
He is the author of the book, “Lessons From the Mouse: A Guide for Applying Disney World’s Secrets of Success to Your Organization, Your Career and Your Life.”
You can learn more about Dennis and his team and purchase his books at https://snowassociates.com/
What do you do to create a great client experience? Has an experience you’ve had on vacation taught you something that you implemented into your business? I’d love to talk with you about it over a virtual coffee! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!
Chris
Monday Sep 18, 2023
Monday Sep 18, 2023
Imagine a scenario where you are building a successful, growing business and then BAM – the market tanks, a client goes to the regulators and tells them you did a terrible job explaining the risks and wants all their money back.
How do you prove you did everything right? What would be your defense? What if they went further to sue you as well? What do you do?
Sounds like a nightmare, but unfortunately it happens all the time.
And in fact, the guy that might be representing that client is today’s guest, who is here to help us be prepared: Harold Geller.
Harold is an expert on legal issues affecting investors and those with life insurance. Harold assists investors, insureds, and their lawyers with the analysis of claims, prosecution and settlement of claims in the civil courts and the Ombudsman office for Banking Services and Investments. Harold has assisted over 1,500 Canadians recover financial losses from banks, investment dealers, portfolio managers, life insurance agents, life insurance agencies and life insurers.
Harold is a well-known financial industry commentator, a continuing education provider, particularly with respect to regulations, rules, standards and ethics.
He is a member of the OSC’s Seniors Expert Advisory Council, and a former member of the Ontario Securities Commission’s Investor Advisory Panel, a member of IIROC’s Arbitration Working Group, a member of FSRAO’s Consumer Advisory Panel, the former Chair of the OBSI’s Consumer and Investor Advisory Council. He has served for years on lawyer associations executive committees focused on Elder Law and on Life Insurance.
In other words, this guy knows what he is talking about when it comes to risk.
Learn more about Harold at http://gellerlaw.ca
What do you do to make sure you are covered and prepared if you end up in legal trouble? I’d love to talk with you about it over a virtual coffee! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!
Monday Sep 04, 2023
Monday Sep 04, 2023
The other day, I was combing Netflix for something to watch and ran across the Arnold Schwarzenegger documentary. As a lark, I started to watch it. I don’t think anyone in the world doesn’t know who this man is or can’t recite his famous tagline “I’ll be back.” Who knew a boy from a small town in Austria would become a man who would win Mr. Olympia 7 times, marry a Kennedy, become a successful real estate businessman, then become a movie star selling global blockbuster after global blockbuster and then at the age of 56 ran for and became the Governor of California.
Anyone of these feats would be impressive – but all of them?
So how did he do all these amazing things? In this episode, I’ll share with you the six major takeaways I had from the documentary and how you can implement them in your own business and life.
Have you seen the documentary? I’d love to talk with you about it over a virtual coffee! Let’s chat about how we can implement these lessons into our business and life. You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!
Monday Aug 21, 2023
Monday Aug 21, 2023
I still find it amazing that business owners build this incredible business, serving clients who rely on them to create wealth for their families and yet over 80% don’t have a defined succession plan of their own.
It’s a topic that I talk to advisors about every single week!
As the average age of financial advisors continues to grow, looking at the future is even more important. How can you pass on your business, your legacy and build a life of retirement you love?
You help your clients prepare, now it’s time for you to use that leverage of a great business for your future!
This week on the podcast, we look back at some recent episodes where we explore succession planning with some amazing guests. After you hear these great clips, go back and check out the full episodes in your favorite podcast app!
Do YOU have a succession plan set up? I’d love to talk about it over a virtual coffee! Let’s chat! You can schedule a time with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!
Monday Aug 07, 2023
Monday Aug 07, 2023
Over the next two episodes, we’re going to be looking back at some of the moments on the podcast that really offered some great insight and helpful information. Hopefully, you’ll take some of these nuggets and use them to help you really make some big things happen for the remainder of the year!
This week, it’s one of my favourite topics - growing your business through a great client experience.
In today’s competitive landscape, having a remarkable client experience is the biggest key to growing your business. Happy and satisfied clients become loyal fans that remark to their friends and family, spreading positive word-of-mouth and driving that hugely profitable organic growth. No need for ads when your clients become walking billboards for you!
After you hear these great clips, go back and check out the full episodes in your favorite podcast app!
I’d love to talk to you about how you build a great client experience over a virtual coffee! What do you do? Are you looking for new ideas? Let’s chat!
Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
If you loved this episode, we’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!
Monday Jul 24, 2023
Monday Jul 24, 2023
Early in my career, I did a program called Disney University, which looked at how Disney runs their companies and parks. They teach you about the front end vs. backstage. The front end is the fun part, what customers and clients see. But then there’s backstage, and that’s what makes everything happen!
We often talk about the front stage, but not backstage. Administrative and Operational Excellence is so vital to the running of a great business. Everyone focuses on the fun side of the business – the relationship with clients, marketing, communications, but what about the hard stuff? Administration, paperwork, scheduling, efficiency and technology all keep the business moving when people aren’t noticing.
Our guest today to talk about that is Lorraine Nolan, who helps businesses streamline their administration with the whole team. With 35 years of experience in the Financial Services industry, Lorraine has held many different roles. She’s worked in back office administration, worked closely with clients, and managed a team of employees. She has developed extensive experience and knowledge relating to growing and managing the operations of Advisor offices including acquisitions and Advisor transitions to retirement. Her process driven approach has been instrumental in creating and building efficiencies and profitability for Advisor run businesses. Lorraine is able to utilize her experience to provide Advisors and their Teams with the strategies they need to drive results.
Learn more about Lorraine at http://mavenalliance.ca
What do YOU do to make sure the backstage of your business is running smoothly? I’d love to chat with YOU about it and learn more about you and your business! Why not set up a virtual coffee with me so we can chat about how you can accomplish big things in your business!
Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
If you loved this episode, we’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!
Monday Jul 10, 2023
Monday Jul 10, 2023
The two most important events in an entrepreneur’s life are when you start your business and then when you successfully pass your business and your legacy on through a well thought out succession plan. Yet as critical as succession plans are, it astounds me that over 70% of advisors don’t have a written succession plan, never mind a well thought out one. I even think that number is low!
In this episode of the pod, we’re going to tackle succession planning and what it means to a financial advisor. Joining me to talk about it is the man who literally wrote the book on succession planning in the wealth management business, George Hartman!
George has had an over 40 year career in financial services as an advisor, manager, executive, educator, coach and author. He’s an insightful industry observer and prolific writer, having published three best-selling books for financial advisors and currently working on his fourth. For more than 10 years, George has written the monthly column The Coach’s Forum for the trade journal Investment Executive and is a regular guest on Building Your Business television broadcast on IE:TV.
As one of the financial services industry’s best-known advisor strategists, practice management mentors and practice valuation experts, he presently coaches a number of top-producing advisors in Canada and the US and consults with several financial services firms on their business strategy and succession plans.
He literally wrote the book on succession planning. George is also the author of “EXIT is NOT a Four Letter Word.” The book will change the financial fortunes of advisors who implement a refreshing new exit process. Delivered in an entertaining and informative style, this book provides advisors with the rationale and routine to prepare for the eventual transition of their business to the most qualified successor for the greatest value and assure their legacy.
What are YOUR plans for succession planning? What struggles do you have with it? I’d love to chat with YOU and learn more about you and your business. Why not set up a virtual coffee with me so we can chat about how you can accomplish big things in your business!
Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
If you loved this episode, we’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!
Monday Jun 26, 2023
Monday Jun 26, 2023
Everyday, I speak to advisors that are thinking about bringing their family members or relatives into the business. Why not? It’s a noble profession, it helps people, and deals with a very interesting topic that is ever changing. Plus, it provides financial and time freedom.
But those bringing in family members are also looking at their longer succession plans and see these family members as a possible successor.
But is it that simple? Like everything, there’s a lot more to it.
Succession planning is a journey. Today we’re talking with Sonia LeRoy and two of her family members that have joined her business, her nephew Adrian LeRoy and her daughter Rowan Hughes on how they’re doing it and how it has worked for them.
Sonia LeRoy is a Senior Wealth Advisor, who has a very unique approach to the Canadian investment landscape. She puts a strong emphasis and brings her own philosophy on responsible investing within business and communicates it with her clients. Sonia’s primary goal is to provide solutions to affluent Canadians in order to achieve complex and challenging financial objectives. With over 30 years of investment and advanced financial training experience, Sonia and her team provide innovative financial solutions.
As the Wealth Advisor of LeRoy Wealth Management Group- IPC Securities Corporation, Adrian LeRoy leads individuals and families to achieve financial peace of mind and deliver innovative management solutions that align their money with their life values. Adrian is the 2023 Wealth Professionals (WP) Excellence Awardee in the category of Young Advisor of the Year. This award recognizes exceptional success in the financial industry for wealth advisors 40 and under throughout Canada.
Rowan Hughes is an administrative assistant and aspiring financial planner, as well as certified responsible investment specialist Rowan directs the LeRoy Wealth Management Group’s communications plan. She curates environmental, social, and governance and impact Responsible Investing learning material for the team and their clients.
What are YOUR plans for succession planning? What struggles do you have with it? I’d love to chat with YOU and learn more about you and your business. Why not set up a virtual coffee with me so we can chat about how you can accomplish big things in your business!
Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
If you loved this episode, we’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!