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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
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
Monday Nov 28, 2022
Monday Nov 28, 2022
If you and your clients want to protect your family in “the ultimate moment of truth,” life insurance is one of the important foundations to have in a client’s solid financial plan.
When Chris was an advisor, he used to say to his clients “Do you know what the mortality rate here in Toronto is? It’s a fascinating statistic. It’s one death per person, per lifetime. Everybody gets a turn, but what we don’t know is when.”
Financial advisors can struggle with helping their clients utilize life insurance policies as a tool to protect their assets and those they love. Why is that? Today, Chris brings on Jim Ruta who will passionately share with you why these tools are so important and what you can do to educate yourself and your clients in how they can be a huge tool in their financial plan.
WHO IS JIM RUTA?
Jim Ruta wrote over 100 lives in his first year as a life insurance agent at age 22. He entered management at 24 and was executive manager of Canada’s largest life insurance agencies with 250 agents by age 40.
Jim started Advisorcraft in 1999 making the firm one of the most established insurance advisor coaching companies in Canada. His goal was to pass along the lifetime of advice, education and inspiration he got himself throughout his career.
Today, Jim coaches a roster of agents ranging from MDRT aspirants to Top of the Table qualifiers – including industry ICON, Van Mueller. Jim is a “Tactical Coach” – helping agents clarify their thinking on what to do next to maximize their performance.
He produces a weekly coaching video on Facebook Live @JimRutaTV to give advisors a fast start to the week. He’s written and recorded the Advisorcraft Online monthly subscriber coaching program since 2009.
Jim’s mission is to preserve, promote, and propel the life insurance advisor business. And boy is he passionate about it!
Jim and his team offer some great tools to help you learn more about the risk management side of the business. You can find them at http://advisorcraft.com
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
Monday Nov 14, 2022
Monday Nov 14, 2022
Financial clients know this might be a scary time for investors. The way to win right now is through communication and reminding them of the basics.
It’s no secret: Investors have nowhere to hide right now. Bonds have had their worst showing going back to the second world war. Volatility in the market. The price of oil. Inflation has not ticked lower. The housing market has not pulled back.
How do financial advisors talk to their clients about these turbulent times?
Joining Chris to share some insights and reminders to share your clients is a well known figure you see all over the TV, Pattie Lovett-Reid!
Pattie Lovett-Reid is a highly respected Canadian financial guru. As CTV News’ former Chief Financial Commentator, Pattie is well experienced in coaching viewers on how to save money, stretch their income, and get the biggest bang for their hard-earned bucks. Pattie joined CTV News after a very successful career with TD Waterhouse Canada Inc., where she served as Senior Vice-President. Lovett-Reid is a Certified Financial Planner and co-author of several national bestselling books.
In this episode, Patti shares a few investment mistakes that investors make. You probably know many of these, but it’s a nice reminder and some great knowledge you can share with your clients in conversations right now.
Follow Patti on Instagram at https://www.instagram.com/pattie_lovettreid
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
Monday Oct 31, 2022
Monday Oct 31, 2022
Gary Mottershead is a successful entrepreneur in his own right. Since he embraced his role as a coach with Strategic Coach, he has supported 3,000+ entrepreneurs, including financial advisors, recognize their potential and opportunity as individuals and business owners.
Chris and Gary first met as partners at Strategic Coach when they took the program themselves. On this episode, they breakdown:
📝What they’ve each gained by having a coach themselves and why coaching is an investment, not a cost.📝 Why entrepreneurs can benefit from coaching feven if they are already successful 📝 The distinction between coaching and consulting📝 Why the true value of a financial advisor goes far beyond helping clients make an investment returns
Listen in for a taste of what you stand to gain when you work with a coach.
If you’re enjoying the show or have feedback, share your comments with Chris on LinkedIn, subscribe to the show, and leave us a rating.
Monday Oct 17, 2022
Monday Oct 17, 2022
IPC Advisor, Mike Waller talks to Chris about technology as a catalyst for growth in financial advisory businesses. A few years ago, Mike moved his business onto ‘IPC One’ - a technology-enabled wealth management platform that has allowed him to increase his operational efficiency and client service standards, lower costs for his business and his clients and increase the number of clients he can serve effectively.
Mike and Chris discuss:
📝Why he became a Portfolio Manager-Advisor and transitioned to IPC One📝How technology has allowed him to increase productivity and deliver greater value to clients📝How the platform allows him to do what he loves most📝The results and impact of this transition on his business and his clients
Tune in for the full discussion.
If you’re enjoying the show or have feedback, share your comments with Chris on LinkedIn, subscribe to the show, and leave us a rating.
Monday Oct 03, 2022
Monday Oct 03, 2022
This week Chris sits down with Diane Groves, a successful financial advisor who retired just as Covid-19 was becoming a household name across Canada and the world. Diane and Chris discuss what it takes to build a strong business, groom a successor, and prepare to transition a business. Diane shares how and why she took a deeply hands-on approach to choosing and preparing her successor and why part of this journey involved preparing clients for her eventual exit and retirement.
Diane and Chris connect on:
📝 Diane’s trailblazing career as a financial advisor📝 How to choose a successor and ensure your team, successor, and clients are all very well prepared for the change📝 Why succession plans must continuously be evaluated and adjusted, both for yourself and your successor
As a veteran advisor, Diane also shares her wisdom and approach to building strong client relationships; how to manage a client’s fears and why making each client feel like they are your only client is a winning approach to growing your business.
There’s a lot to glean from this episode regardless of where you are in the growth and succession plans for your business.
If you’re enjoying the show or have feedback, share your comments with Chris on LinkedIn , subscribe to the show, and leave us a rating.
Monday Sep 19, 2022
Monday Sep 19, 2022
This week Chris joins industry leader, Barry McInerney, Mackenzie Investments’ recently retired CEO in conversation. With over 30 years in the industry, Barry has seen the trends that have shaped the evolution of the asset management industry on both sides of our border. Chris and Barry look back on how the industry has changed so far, where it’s going, and what the future looks like for financial advice.
Episode highlights:
📝 Demographic shifts and its impact on the business of financial advice/📝The democratization of private markets, the most significant investment trend, and what it means for individual investor portfolios.📝 China and its impact on asset management📝 Lessons in leadership and the importance of good communications.
If you’re enjoying the show or have feedback, share your comments with Chris on LinkedIn, subscribe to the show, and leave us a rating.