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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 Mar 20, 2023
Monday Mar 20, 2023
Dr. Daniel Crosby is helping people see advisors as the decisional guides and life coaches that they truly are. He’s unique in the business and I thought a chat with him on the podcast would give you some amazing insight into the science of behavioral finance.
Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 12 languages. His latest work, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making.
You can thank his dad for him being here today! Three years into his doctoral program in therapy, Dr. Crobsy was burnt out. He loved studying psychology and human behavior, but he didn’t want to do it in a medical or a clinical context. His father, who is a financial advisor, said to him “Well, Daniel, there's a ton of psychology in the work that I do.” That simple prompt led to a series of events and self-study that landed him where he is today! He found that there was all this great research being done in the ivory tower, but it wasn't always trickling down to advisors like his dad in a very practical way. He’s made it his mission to serve advisors like his dad.
So what can science teach us about behavioral finance? Discover that on today's episode.
I’d love to talk to you more about how you communicate with your clients! What are you doing to make sure they feel seen and heard? Why not have a virtual coffee with me? I’d love to chat with you more about it 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
Monday Mar 06, 2023
Monday Mar 06, 2023
They say that the fundamental foundation of any good relationship is communication. One of the cornerstones of every successful advisor that I've ever met has been around the art of communication. They learn how to keep their clients informed, understand what their clients want to hear and make the effort to continuously develop that relationship.
Joining me to talk about all things communication is Kevin Mulhern, the CEO and Co-Founder of Advisor Stream, a platform used by most of the top advisors not only in Canada but in the US and UK. Kevin built Advisor Stream to help advisors and financial firms to leverage digital communications to connect with their current and potential clients. They took the tools available to many bigger firms and made it easy and affordable for any advisor to utilize.
Kevin and Chris talk about not only the importance of communication with your clients, but also Kevin’s entrepreneurial journey and what he would share with advisors as they grow their own business.
I’d love to talk to you more about how you communicate with your clients! What are you doing to make sure they feel seen and heard? Why not have a virtual coffee with me? I’d love to chat with you more about it 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 Feb 20, 2023
Monday Feb 20, 2023
Clients are looking to not only grow their portfolio but to be able to change the world with their investments. Sustainable investing is the key to making that happen.
Chris had a great conversation with one of IPC’s very own Sonia LeRoy, 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. Today’s podcast focuses on the why of sustainable investing. We dig into how it’s a powerful way to build stronger relationships with your clients but also how it can help them grow their portfolio.
Chris would love to talk to you more about sustainable investing! Are you having these conversations with your clients? Why not have a virtual coffee with him? He’d love to chat with you more about it and how you can accomplish big things in your business in 2023!
Set up a virtual coffee here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Monday Feb 06, 2023
Monday Feb 06, 2023
There’s a huge opportunity to grow your wealth management business in the high net worth market. Today, I’m going to show you how to tap into this market and learn the tools you need to succeed.
As I was preparing for this episode, I was thinking about a story I read regarding a passage between F. Scott Fitzgerald and Ernest Hemmingway. In 1926, Fitzgerald wrote that the rich “are different from you and me,” and Hemingway reportedly retorted, “Yes, they have more money.”
Working with high net worth individuals might be different from working with retail clients, but when it’s all said and done, they’re still individuals with needs. How do you attract these clients into your business and how do you service them?
Chatting with me about it on this podcast is IPC’s own Simon Bowers.
Simon Bowers is a Private Wealth Portfolio Manager. Simon joined IPC in April 2022 as part of the reimaging of the company’s Private Wealth business. He brings a quarter century of experience to IPC, with the last two decades spent exclusively in the High Net Worth segment of the market. He holds the CIM & CIWM designations, is a Fellow of the CSI, and is certified in Responsible Investing.
I’d love to talk to you more about high net worth clients! Are they a major part of your business? Do you want to make the shift into this market? Why not have a virtual coffee with me? I’d love to chat with you more about it 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!
Monday Jan 23, 2023
Monday Jan 23, 2023
You can learn strategy in every business school, but, hardly anyone learns execution. And the most important part of strategy is executing.
Execution often feels very particular to a situation. It doesn’t lend itself to best practices that can be shared from one environment to another. Best practices are okay, but principles are gold. There is a distinction between practices and principles.
Talking about execution in today’s podcast is Chris McChesney from 4DX. Chris got involved with Stephen Covey 30 years ago and for the last 20 of those years, with the team at Franklin Covey, he’s been working on finding solutions to the problem of execution. From that came the best selling book, “The 4 Disciplines of Execution: Achieving Your Wildly Important Goals,” which was created to help entrepreneurs with their problem of execution. The book has literally changed IPC Chairman Chris Reynolds’s life and his views around goal setting and tactics. One of his favorite quotes from the book: “Strategy is easy – implementation is hard.”
Chris McChesney shares with us The 4 Disciplines of Execution and how embracing this mindset can help you achieve your goals not only in business, but in life!
Learn more about The 4 Disciplines at https://www.franklincovey.com/the-4-disciplines/
What is YOUR wildly important goal? Why not have a virtual coffee with Chris Reynolds and talk about it? Chris is a HUGE fan of the four disciplines and implements the strategies with his team and company every day. He’d love to chat with you more about it and how you can use it to accomplish big things in your business in 2023.
Set up a virtual coffee here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Be sure to subscribe to 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 Jan 09, 2023
Monday Jan 09, 2023
Crisis creates opportunity. Sales and leadership expert, Ryan Estis and Chris discuss how entrepreneurs can use moments like these to create greater impact for their business, clients, and teams.
On many levels, 2022 was a difficult year for business owners and they’re preparing for another challenging year in 2023. Challenges, however, create opportunities and the decisions you make in difficult moments like these will define your future. Ryan left his corporate job in 2009, right as The Great Recession was kicking off, and while it was a difficult time to start an entrepreneurial journey, he shares that “looking back, it was the best professional decision I ever made.”
So how do you make 2023 your best year ever?
This episode will guide you in the right direction.
Ryan Estis understands the challenges business leaders and top performers face, because he’s been in their shoes. He spent 15 years helping companies connect with employees and customers as an ad agency executive, building a client roster of category leading brands. Nine years ago, he decided to put that experience into practice and launch his own research and learning organization. Ryan is afforded an inside look at what the world’s best companies do differently and he shares that insight by helping clients initiate change, improve performance and deliver growth. Ryan has been recognized as one of “the best keynote speakers ever heard” by Meetings & Conventions magazine.
Look out for Ryan’s new book, Prepare for Impact, that comes out later in 2023!
Chris would love to have a virtual coffee with you and chat about what you want to accomplish in your business and life in the new year. You can set up a virtual coffee here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Friday Dec 16, 2022
Friday Dec 16, 2022
2022 will go down as quite a year, but in the madness of it all, there is opportunity to make 2023 an amazing year!
2022 will go down as quite the year. It truly was a year to remember. IPC Executive Chair Chirs Reynolds believes that most advisors would agree this year we earned our money. Advisors had to deal with inflation, down markets, consumer handholding, increasing interest rates and even more competition.
It’s been a tough year for sure. But as the proverb says “Crises equals opportunity.”
As we wrap up 2022, we also start to look ahead to 2023. Chris believes there are some great opportunities you can take going into the new year. In this episode of the podcast, he shares some of the lessons he’s learned from the podcast this year and where you can find opportunities in the new year.
Would you like to have a chat with Chris? Have a question for him? Would you like to pick his brain? He’d love to have a virtual coffee with you and chat about what you want to accomplish in your business and life in the new year. You can set up a virtual coffee here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
Be sure to subscribe to 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 Dec 12, 2022
Monday Dec 12, 2022
Want to accomplish really big goals that help you achieve what you truly want in your life? Have a quest because every hero needs a quest.
Chris was watching the Netflix series “Sandman.” In the show, the Sandman sets off on a quest to achieve his goal of reclaiming his lost powers. In one episode, after overcoming all obstacles, he’s sad because he has nothing to do. The Sandman says “I don’t have a quest.”
This made Chris realize that every person needs a quest. Everyone needs a reason to get up every morning and be passionate about what they do.
What is a quest? It’s something that currently seems insurmountable. Something that will take all of your passion to achieve it. A goal that is bigger than yourself.
In this episode, learn how to set your OWN quest.
Would you like to have a chat with Chris? Have a question for him? Would you like to pick his brain? Set up a virtual coffee to chat at https://aspect.ipcc.ca/turning-the-page-podcast