11.7K
Downloads
74
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 Aug 08, 2022
Monday Aug 08, 2022
Chris sits down with Mitch Anthony, creator of innovative discovery approaches for the advisor community for more than two decades. Mitch has been credited with creating “Financial Life Planning” (2001), “Return on Life” (2005), and most recently, “Life-Centered Planning” (2017). A prolific author, Mitch’s seminal books include StorySelling for Financial Advisors, The New Retirementality, and Your Clients for Life.
He founded ROLAdvisor, a coaching community that helps financial advisory practices transform into Life-Centered Planning firms, and the Retirement Coaching Program, a program that equips advisors with the skills to help clients navigate modern retirement.
Together, Mitch and Chris dig into:
📝 Why stories are a powerful instrument when engaging clients and the importance of story-gathering over story-telling
📝 The importance of Return On Life over Return on Investment
📝 The questions that all advisors should be asking their clients
📝 The power of curiosity in creating strong relationships
As ever, Chris opens up his rapid round of questions, where Mitch shares what loves most about his job, his most memorable moment with a client, and what he wants to be remembered for.
Join Chris Reynolds and Mitch Anthony in turning the page on building a better business.
If you enjoy this episode, please drop us a 5-star rating. Thank you!
Monday Jul 25, 2022
Monday Jul 25, 2022
Today on ‘Turning the Page… on building a better business’, our host Chris Reynolds sits down with Advisors Jason Simpson and Stephanie Power to chat about all things succession planning. Both Jason and Stephanie have gone through a transition of business with their parents and have plenty of lived experience, insights, and advice to offer.
In this episode Stephanie, Jason and Chris connect on:
📝 The what and why that motivated Jason and Stephanie to succeed their parents’ businesses📝 Their unique take on bringing added value to the business - by doing things differently from their families - while keeping the legacy alive📝 How to keep a business working in a transition so your clients don’t feel the change📝 What NOT to do in a business transition!
Chris rounds out the interview asking Jason and Stephanie about what they would consider their most meaningful interaction with a client, and how they want to be remembered in the industry.
This, and so much more in this episode. If you like what you’re hearing on this podcast, please drop us a 5-star rating. Thank you!
Monday Jul 11, 2022
Monday Jul 11, 2022
Kevin Nichols, author of ‘The Indispensable LinkedIn Sales Guide for Financial Advisors’, talks about the power of social media in client engagement and how financial advisors can use it to effectively nurture existing client relationships and attract new clients. Kevin is the COO of The Oechsli Institute and hosts his own podcast ‘The Stephen and Kevin Show’.
Kevin and Chris dig into:
📝 Why advisors are hesitant to use social media and what they can do get involved.📝 What is cornerstone content and why is it important in business?📝 Why LinkedIn is an invaluable resource for financial advisors.📝 What social media action items advisors can implement on their own and what really should be outsourced for optimum professionalism for your brand.
As ever, Chris dives into a rapid fire set of questions with Kevin to uncover what he loves most about his job, his most memorable moment with a client, and what he wants to be remembered for.
Join Chris Reynolds and Kevin Nichols in ‘Turning the Page… on building a better business’.
If you enjoy this episode, please drop us a 5-star rating. Thank you!
Monday Jun 27, 2022
Monday Jun 27, 2022
Chris shares his 3 foundational principles for success.
1. “Don't abuse your own time”: Time is by far our most critical asset. It is finite. We're only given so long on this planet, and we have to be able to create value for other people within that time. Chris offers examples of how to create that value within this episode.
2. “Don't abuse other people's time”: Chris digs into examples including one simple one about the value of not being late. “Somebody who is continually late is telling you their time is worth more than your time.”
3. “Be a person people can count on”: In a world full of people who say they're going to do something, but don't, Chris encourages us to to focus on being committed. To be someone who can be relied on.Join Chris Reynolds in Turning the Page… on building a better business, in a personal and inspiring episode on our podcast.
If you like what you’re hearing, please drop us a 5-star rating. Thank you!
Monday Jun 13, 2022
Monday Jun 13, 2022
Today on ‘Turning the Page… on building a better business’, our host Chris Reynolds talks about a crucial subject to any independent financial advisor: succession planning. Joining him is one of the experts in the marketplace, Bill Black, who has built an incredibly successful advisory business of his own. Bill has bought, integrated, and exited businesses across multiple locations in Canada and now advises other business owners of preparing for their own business succession and exit planning.
In the episode, Bill and Chris dig into:
- How growth through acquisition was a strong catalyst for Bill in his business
- Why a succession plan is never set in stone - and you may nurture your successor and still be able to pivot or change your succession strategy
- Why a good checklist that gets your business ready for succession needs to be focussed (Bill shares his framework in the episode)
- The importance of putting repeatable systems in place so that it will be easy for your business to go from generation to generation with its legacy preserved
Chris rounds out the interview asking Bill about his main passion and what makes him wake up each day, the most impactful conversation that he’s ever had with a client, and how Bill wants to be remembered in the industry.
Listen to Turning the Page… on building a better business!
If you like what you’re hearing, please drop us a 5-star rating. Thank you!
Monday May 30, 2022
Monday May 30, 2022
Today on ‘Turning the Page… on building a better business’, our host Chris Reynolds sits down with well-respected industry veteran and seasoned financial executive James O´Sullivan. James is the President and Chief Executive Officer of IGM Financial Inc.
James holds joint Juris Doctor and Master of Business Administration degrees from Osgoode Hall Law School and Schulich School of Business at York University as well as a Specialized Honours Bachelor of Arts degree in Mathematics from York University.
In this episode, James and Chris dig into:
- Why people who work with advisors do better financially than the people who don’t.
- How technology allows us to have better communication with clients.
- How advisors can plan for succession in a way that works for them and works for their clients.
- And finally, Chris dives into a round of questions with James! What James loves doing, what he would like to be remembered for, and what he considers the best advice he’s ever received in his career.
Listen to the podcast for the full interview that covers those key points and a lot more. Join Chris Reynolds and James O´Sullivan in Turning the Page… on building a better business.
Monday May 16, 2022
Monday May 16, 2022
Today on ‘Turning the Page… on building a better business’, Chris Reynolds sits down with independent financial advisor and business owner, Jason Pereira. Jason is a recognized writer, commentator, speaker, podcaster, teacher, and expert in the areas of financial planning, practice management and fintech.
Jason is quickly emerging as one of the top financial planners in Canada through his use of technology in wealth management for leverage and efficiency in the growth of his business. Jason is also the host of two podcasts The FinTech Impact and The Financial Planning for the Canadian Business Owners.
In this episode, Jasonand Chris dig into:
- Why the financial plan must be the first thing every advisor starts with
- How the use of technology solutions can give independent advisors way more leverage and scalability to drive operational efficiencies and growth
- Current trends in the industry - both in the US and Canada - and what financial advisors can expect to see in the Canadian marketplace
- And finally, Chris dives into a round of questions about what Jason loves most about his job, his one most memorable client, and what Jason would like to be remembered for.
Listen to the podcast for the full interview.
Join Chris Reynolds and Jason Pereira in Turning the Page… on building a better business.
Thursday Apr 28, 2022
Thursday Apr 28, 2022
In this episode, Chris Reynolds talks about something fundamental to any business: defining your ‘Why’. It’s the surprising factor that unifies many successful entrepreneurs, no matter what their definitions of success is.
Chris digs into:
✅ How your ‘Why’ extends to building your entrepreneurial advisor business
✅ How do you come up with your ‘Why’?
✅ Can your ‘Why’ change over time?
✅ Five questions to identify and articulate your ‘Why’
✅ Chris’ recommended reading list on the subject
Listen to the full episode for more.
Join Chris Reynolds in ‘Turning the Page… on building a better business’.