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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 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!
Monday Jun 12, 2023
Monday Jun 12, 2023
It’s a busy world. People used to vote with their wallet. Now they vote with their time.
People today are inundated with non-stop content. They don’t know where to look or who to trust. So how do you win their time and their confidence? My guest today has come up with a powerful approach to cut through the noise with just three words: Think. Do. Say.
Joining me today is Ron Tite! Ron is a best-selling author, speaker, producer, and entrepreneur who blurs the lines between art and commerce. He has been an award-winning advertising writer and creative director for some of the world’s most respected brands including Air France, Evian, Fidelity, Hershey, Johnson & Johnson, Kraft, Intel, Microsoft, Volvo and many others.
He’s the founder of Church+State, host and executive producer of the hit podcast, “The Coup”, and publisher of This is That Travel Guide to Canada – a best-selling and award-winning satirical book. He has written for television. Penned a children’s book. Wrote, produced and performed a hit play. Created a branded art gallery. And was executive producer & host of the award-winning comedy show, Monkey Toast.
Ron’s first book, Everyone’s An Artist – Or At Least They Should Be was published in 2016. His most recent book, Think Do Say: How to Seize Attention and Build Trust in a Busy Busy World, hit store shelves in 2019.
In this episode, Ron will share with you…
- People are constantly being inundated with content every single moment of every single day. How do you stand out from the noise?
- How authenticity in the content you create can build long term trust with clients and consumers.
- Ron uses his “think, do, say” theory to show how one of the oldest manufacturing brands in the world recently went through a reinvention that sets them up for generations to come.
- Helpful tips on how business owners can learn to be creative in their own business and how you can use everyday tasks to kickstart that part of your brain.
- Why business owners should cut the jargon.
Pick up Ron’s book at https://www.amazon.com/Think-Do-Say-seize-attention/dp/1989025714
Learn more about Ron and his work at https://churchstate.co/
How do you get creative in your business? 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 May 29, 2023
Monday May 29, 2023
Every other week on this podcast, Chris interviews the change makers in the industry. But who IS Chris Reynolds? Who is this guy extracting all this knowledge from our guests?
Today, we turn the page, err table, on Chris and interview him! Tasked with this role is our guest co-host and a member of the podcast production team, Matt Haze.
Through this interview, you’ll learn what makes Chris tick. He’ll share his story, why he loves working with financial advisors and he’ll share some insight into where he sees the industry going in the future.
Chris Reynolds is a 25-year veteran in the financial industry. He began his career as a financial Advisor before becoming a branch manager and, ultimately, co-founder and President of Investment Planning Counsel Inc. (“IPC”), which he currency sits as Executive Chair.
Over the years, Chris has found creative ways to lend his advice to thousands of Canadian investors. He has hosted several radio talk shows including the national “Investment Planning Show” which aired across Canada. He has contributed to two books on financial planning: “My Kids Are Gonna to be Rich” and “Wealth Creation – A Canadian Guide to Financial Independence”. He has been featured in The Globe and Mail, Advisors Edge, Investment Executive and many other industry publications. A well-known financial speaker, Chris has spoken at numerous national conferences.
Chris would love to chat with YOU and learn more about you and your business. Why not set up a virtual coffee with him and chat about how you can accomplish big things in your business!
Set up a virtual coffee with Chris 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 May 15, 2023
Monday May 15, 2023
I've been in business for more than 30 years. Every once in a while, I’ll meet someone who is hugely successful, yet very unhappy. It always puzzled me. There are so many people that have climbed the top of the success ladder, yet feel like they’re just on a treadmill. They're just so focused on business wins that they’ve found themselves so disconnected from their life outside of the office. They might not even know why they're even doing the business they're in anymore. Before they know it, burnout kicks in.
I know I’ve had moments in my life where I’ve been through that.
I wanted to dig into the curse of the high achiever and learn how to remind ourselves of why we do what we do. Hopefully once you work through this yourself, this can be something you can even teach your clients when it comes to their investments and their lives.
If you feel this way, my chat with Dan Mason will help you kick start your journey back to yourself with some practical tools to achieve practical happiness.
Dan Mason is an international career and life happiness coach, television personality, keynote speaker, and host of Apple’s #1 debut podcast, Life Amplified. He teaches unfulfilled high achievers how to trade the corporate grind for a life with more happiness, meaning, wealth, and fun. Through his coaching and television appearances, he’s taught over 20 million people globally how to thrive in their purpose.
Dan took his own journey and turned it into skills that he uses to help his clients. He spent 20 years as a media executive and on-air talent, overseeing very successful radio brands and major markets across the United States. He had a pretty sweet life, hosting album release parties with names like Taylor Swift and Maroon 5. It all looked great online! He invested so much energy into cultivating that image of success. Eventually, the wins were less fulfilling and, like many high achievers, he just tried to push through and achieve something bigger. At age 38, he was on blood pressure medication at 38 and battling shingles.
He took a deep assessment of his life and realized success and happiness are not mutually exclusive, and that put him on a huge personal growth path to figure out who he was, not just what he did for a living.
He shares his knowledge and experience with us in this episode.
Check out Dan's podcast on Apple and Spotify
I’d love to talk to you more about your big why and what you do to stay connected to yourself and your business! I'd love to chat with you more about it over a virtual coffee and 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, 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!
Let’s talk soon!
Chris
Monday May 01, 2023
Monday May 01, 2023
You’ve heard countless podcast guests talk about Client Engagement and Experience. You’ve also heard others talk about using technology to make it better and more personal for our clients. On this edition of Turning the Page podcast, we have someone who brings them together: Client Engagement and the Client Experience with the use of technology in your business.
I really enjoyed my chat with Julie Littlechild! Julie is the Founder and CEO of Absolute Engagement. She is a recognized expert on the drivers and evolution of client experience, client engagement and referral growth. She’s worked with and studied successful financial advisors and their clients for more than twenty-five years and I think I have known her for about that long!
Prior to founding Absolute Engagement, Julie launched and ran one of the industry’s leading research firms, focused on client engagement. She is the author of a popular blog, the co-host of the Becoming Referable podcast and the author of “The Pursuit of Absolute Engagement.” I also consider her to be a good friend.
Learn more about Julie at https://absoluteengagement.com/team/julie
You can read her great blog at https://absoluteengagement.com/blog
I’d love to talk to you more about how you build great engagement with your clients! What are you doing to build that connection with potential and current clients? ’d love to chat with you more about it over a virtual coffee and 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, 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!
Let’s talk soon!
Chris
Monday Apr 17, 2023
Monday Apr 17, 2023
People get inspiration from many places – books, speakers, podcasts, even just taking a walk.
For me, it’s rock music!
Today, I’m going to share some of the greatest rock lyrics of all time that have inspired me and what you can learn about business and life from them.
I’d love to talk to you more about what inspires YOU! I’d love to chat with you more about it over a virtual coffee and how you can accomplish big things in your business in 2023!
Set up a virtual coffee with me here: 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!
Let’s talk soon!
Chris
Monday Apr 03, 2023
Monday Apr 03, 2023
“If you look for it, you can always make your audience a hero.” - Marcus Sheridan
Marcus Sheridan is the go-to voice to learn how you generate trust faster with potential clients and become the go-to expert in your marketplace. Digital marketing is still a mystery to some advisors. This episode gives you the insight into becoming that go-to expert.
Marcus, AKA The Pool Guy (there’s a great story behind that nickname), did one our of IPC conferences years ago. I became an instant fan. So much so, I made everyone in the company read his book! That’s how much I believe in his message, so this podcast is really going to help you uplevel your message in the digital marketing space.
Marcus Sheridan is a highly sought-after international keynote speaker known for his unique ability to excite, engage, and motivate audiences. Forbes named Marcus “One of 20 Speakers You Don’t Want to Miss.” He has been dubbed a “Web Marketing Guru” by the New York Times and featured in Inc., The Globe and Mail, Forbes, and many more. As an owner of IMPACT, Marcus has established one of the most successful digital sales and marketing agencies in the country. Within his speaking company, Marcus Sheridan International, Inc., he gives over 70 global keynotes annually where he inspires audiences in the areas of sales, marketing, leadership, and communication. Mashable rated his book, They Ask, You Answer, the “#1 Marketing Book”, and Forbes listed it as one of “11 Marketing Books Every CMO Should Read”.
I’d love to talk to you more about what you’re doing to be the trusted voice in personal finance in your world! What are you doing to build trust with potential and current clients? ’d love to chat with you more about it over a virtual coffee and how you can accomplish big things in your business in 2023!
Set up a virtual coffee with me here: 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!
Let’s talk soon!
Chris