Turning the Page

By Investment Planning Counsel

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Episodes: 55

Description

“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.

Episode Date
EP55: How A.I. is Reshaping the Wealth Management Industry with Conquest Planning's Brad Joudrie
Apr 29, 2024
EP54: Successfully Completing Your Succession Plan with Ron Harvey
Apr 15, 2024
EP53: Building a Family Office-Type Business for High Net Worth Investors with Dean Trudeau
Apr 01, 2024
EP52 - What I Learned from Five Star Hotels and and How to Offer Five Star Service in Your Business
Mar 18, 2024
EP51 - Learning About the Canadian Investment Regulatory Organization with CEO Andrew J. Kriegler
Mar 04, 2024
EP50 - Building Resilience through Adversity with Peace by Chocolate Founder Tareq Hadhad
Feb 19, 2024
EP49 - There’s More than One Way to Prepare for the Succession of Your Business with John Novachis
Feb 05, 2024
EP48 - Learning About the Office of the Investor with CIRO’s Karen McGuinness
Jan 22, 2024
EP47 - Turn Strategy into Action with Keita Demming
Jan 08, 2024
EP46 - A Look Back at 2023 and Three Things to Do in the New Year to Succeed
Dec 18, 2023
EP45 - Growing Your Business by Growing Your Community with Renée Rebelo
Dec 11, 2023
EP44 - What Are You Worried About? Talking Hot Button Topics with Simon Bowers
Dec 10, 2023
EP43 - How to Talk About Grief in Business and Life with Dina Bell-Laroche
Nov 13, 2023
EP42 - The Importance of Philanthropy and Community Giving with Steve Fox
Oct 30, 2023
EP41 - How to Scale a Business: The Pike Place Story
Oct 16, 2023
EP40 - What Walt Disney World Can Teach Us About a Great Client Experience with Dennis Snow
Oct 02, 2023
EP39 - Regulatory Changes that Advisors Need to Know Right Now with Harold Geller
Sep 18, 2023
EP38 - Six Things Arnold Schwarzenegger Can Teach You About Business and Life
Sep 04, 2023
EP37 - BEST OF: Succession Planning
Aug 21, 2023
EP36 - BEST OF: Growing Your Business Through a Great Client Experience
Aug 07, 2023
EP35 - Administrative and Operational Excellence for Advisors with Lorraine Nolan
Jul 24, 2023
EP34- What Independent Advisors Should be Doing to Prepare for Their Own Succession with George Hartman
Jul 10, 2023
EP33- Succession Planning is a Journey with Sonia LeRoy, Adrian LeRoy and Rowan Hughes
Jun 26, 2023
EP32- How to Seize Attention and Build Trust in a Busy World with Ron Tite
Jun 12, 2023
EP31- Who Is Chris Reynolds? An Interview with the Host of the Show!
May 29, 2023
EP30- The Curse of the High Achiever with Dan Mason
May 15, 2023
EP29- Using Technology to Enhance Client Engagement and Experience with Julie Littlechild
May 01, 2023
EP28- What Rock Music Has Taught Me About Business and Life
Apr 17, 2023
EP27- How Your Organization Can Become the Trusted Voice in a Noisy, Busy World with Marcus Sheridan
Apr 03, 2023
EP26- Understanding the Intersection of Mind and Markets with Dr. Daniel Crosby
Mar 20, 2023
EP25- The Importance of Communication in a Client/Advisor Relationship with Kevin Mulhern
Mar 06, 2023
EP24 - Sustainable Investing with Sonia LeRoy
Feb 20, 2023
EP23 - How To: Work with High Net Worth Clients Feat. Simon Bowers
Feb 06, 2023
EP22 - The Four Disciplines of Execution with Chris McChesney
Jan 23, 2023
EP21 - Preparing for Impact in 2023 with Ryan Estis
Jan 09, 2023
EP20 - Chris Looks Back at 2022 While Finding The Opportunities in 2023
Dec 16, 2022
EP19 - Every Hero Needs a Quest: How To Set Big Goals to Make Big Things Happen
Dec 12, 2022
EP18 - Jim Ruta Shares How Risk Management is The Other Foundation of a Solid Financial Plan
Nov 28, 2022
EP17 - Pattie Lovett-Reid Shares Investment Mistakes People Are Making, But Shouldn’t
Nov 14, 2022
EP16 - The importance of coaching for financial advisors, with Gary Mottershead, Strategic Coach
Oct 31, 2022
EP15 - Why financial advisors must embrace technology to grow, featuring Mike Waller
Oct 17, 2022
EP14 - Mastering the art of growing and succeeding a financial advisory business with Diane Groves
Oct 03, 2022
EP13 - The future of asset management & financial advice in Canada, with Barry McInerney
Sep 19, 2022
EP12 - Why Advisors Who Create Transformative Client Experiences Get Better Outcomes with Dennis Moseley-Williams
Sep 05, 2022
EP11 - Winning Opportunities for You and Your Clients During Market Downturns with Dan Nolan
Aug 22, 2022
EP10 - Why story-telling and story-gathering is crucial for financial advisors with Mitch Anthony
Aug 08, 2022
EP9 - Transitioning a financial advisory business 101: featuring Jason Simpson and Stephanie Power
Jul 25, 2022
EP8 - Prospecting and growing an advisory business through social media with Kevin Nichols
Jul 11, 2022
EP7 - 3 behavioural principles to success for entrepreneurs (and everyone)
Jun 27, 2022
EP6 - Why every financial advisor should be replaceable, with Bill Black
Jun 13, 2022
EP5 - The relationship between a positive market environment and the value of advice with James O´Sullivan
May 30, 2022
EP4 - Leveraging technology to build your business as a financial advisor with Jason Pereira
May 16, 2022
EP3 - How your ‘Why’ extends to building your entrepreneurial advisor business
Apr 28, 2022
EP2 - Building a laser-focused financial advisory business with Thie Convery
Apr 28, 2022
EP1 - Pilot: The value of consistency in remarkable client experience
Apr 25, 2022