Every business owner considers succession planning at some point. Involving family is often seen as a viable option, but what benefits does it bring?  

Father-daughter duo Chris and Paulina Hadjiyianni share their practice’s 40-year journey of serving families and the advantages of keeping it in the family. 

High-net-worth clients are a highly sought-after segment, but do you know how to build lasting relationships with them? 

IPC Advisor, John Klotz shares strategies for earning clients’ trust, highlighting the commonalities between all client types, and tactics for building stronger relationships.  

Every year, we set big goals but often fail to realize them. So, what’s the secret to turning them into achievable ones? 

Chris chats with Gregg Brown about having a clear vision, setting small, actionable steps, and sticking to a structured approach being the key to achieving big goals. 

Client’s financial decisions are often driven by logic and numbers, but sometimes emotions slide in. It’s up to us, the advisors, to know how to effectively manage them. 

Chris and Dr. Meghaan Lurtz discuss the psychology of financial planning. Meghaan also shares strategies to build understand clients, build trust and manage clients’ queries with ease.  

Ever wondered why some companies excel while others fail to reach their full potential? 

Chris talks about the book “Good to Great”, where the author contends that it is the willingness to strive for greatness that separates the two types of companies. Some aim to be great while others accept being adequately successful. In addition, Chris shares learnings from 2 more of his favourite books that changed his thought process. 

Creating a lasting impression on prospective clients and converting them into leads with minimal direct interaction is more plausible than you think! 

Patrick Briscoe does just that, and more, by simply building an ‘internet-friendly’ business. He prioritizes techniques like regularly managing his Google ranking, building a strong social media presence, and integrating a robust content strategy. 

Are you an advisor looking to expand your business, and secure a smooth succession plan for the future?  

Look no further, as Dan Nolan, VP, IPC Pinnacle Advisor Growth and Development, shares his 30 years of experience: ranging from successfully managing his own business to refining the next generation of financial advisors at IPC. 

Every entrepreneur needs a hero to look up to. The hero not only acts as their North Star but also inspires them to overcome adversities. Every ambitious individual usually has one, do you? 

For Chris, it is Steve Jobs. Chris hugely credits Steve for making Apple what it is today and shares some of his key learnings from the tech-visionary; always solve clients’ problems and keep things simple. Approaching business with this perspective has helped Steve make Apple a multi-trillion company. 

Can your business run smoothly and successfully without you? If you answered "yes" then you've solved one of the biggest problems when it comes to operating a business - scalability.  

Scalability is important to help boost growth, create strong client experiences, provide value to your clients, and boost efficiency. Chris uses the success of a business like Tim Hortons - who’ve created a successful formula that can be duplicated and support business growth.

Do your senior clients know how much they’d need to pay for long-term care, if they need it? The answer might be shocking. It’s somewhere between $200,000 to $300,000 per year! 

Laura Tamblyn Watts, CEO of CanAge, talks about the role advisors play in the lives of senior clients or clients with senior parents and how important it is to know to service this growing demographic. 

Ever wondered why some advisory businesses thrive, experiencing massive growth while others struggle to find a break?

Chris Venn, Head of Advanced Markets at Financial Horizons, talks about the five key traits that he's observed in his working with growth-minded advisors that has helped them succeed.

Even from a young age, Chris Reynolds had an entrepreneurial spirit - eager to soak up and learn from those around him. One of the most poignant lessons he learned highlighted that success, is equal parts hard work and strategy. 

On this week's #turningthepage episode, Chris shares advice he received (and to date carries with him) that created a resounding impact on him.

Technology is constantly being adopted and innovatively being used in financial planning, but what about in estate planning? How do we leverage technology to streamline the traditionally time-consuming and expensive processes? 

Danny Lohrfink, Co-Founder and Chief Product Officer of Wealth.com, discusses how technology has eased estate planning; from faster documentation, to leveraging visual tools, to explaining complex plans.  

With so many voices in the financial landscape, how do you set yours apart? In this crowded market, how to you let prospective clients know why they should hire you? 

Uncover the attributes to setting your business apart and keeping clients coming back for more with insights from David Finley, Founding Partner and Chief Strategist of Wealth Brand Partners. 

How do you stay on top of news without feeling overwhelmed? Is there a voice that you can trust to filter out the noise and keep you updated? 

Chris rounds up the important news stories and policies influencing your business while sharing his outlook for the same. 

Sales and marketing are often a business' go-to growth strategy, but is there a more cost-effective way to do it with a greater ROI?

Nat Korol, Co-Founder of Hyphen, discusses creating moments of delight for clients and turning them into brand advocates resulting in greater client retention and referrals.

From dinner tables to boardroom meetings, A.I. has been the hot topic lately, but where does this new technology fit in our wealth management industry?

Brad Joudrie, CRO of Conquest Planning, talks about Conquest Planning and how A.I. is helping advisors meet their clients' investment objectives.

Succession planning is on top of every seasoned advisor's mind, but how does one plan one?

Ron Harvey, IPC's Legacy Award Winner, shares his succession planning experience that not only best served his clients but also allowed him to stay involved even after retiring. 

Financial advisors want to serve high-net-worth clients, but how do they prepare for it?

Dean Trudeau, Certified Financial Planner™ and Founder of OPES Family Advisory, shares insights from his 25 years of experience on building professional teams to manage high-net-worth clients’ needs. 

Chris talks about three aspects of five-star companies that distinguish them from the competition. 

Providing a five-star service is easily one of the best ways to create brand advocacy and loyalty. The unparalleled quality of service often adds a premium factor to the business. 

CIRO CEO Andrew J. Kriegler talks about the motivation for merging IIROC and MFDA.

Andrew delves into the advantages of the merger for both advisors and consumers while also exploring the challenges his team encountered along the way.

Facing challenges and adversities is a part of life, but how do you overcome them?

Tareq Hadhad, Founder and CEO of Peace by Chocolate, triumphed over life-changing adversities to build his business in a new country. He shares his inspiring story and the guiding principles that shaped his business’ success.

For an entrepreneur, having a plan for succession can be the biggest opportunity of your career.

John Novachis, IPC’s EVP of Corporate Growth and Development, talks about challenges in succession planning, strategy selection, and maximizing business value.

Having regulators oversee a business can often be percieved as the business' integrity being questioned, which is often not the case.

CIRO's Karen McGuiness tells us exactly what regulators are looking for when ensuring businesses adhere to the regulatory framework .

All successful businesses  stem from simple ideas, before turning into strategies and big plans. But how do we effectively action strategies? 

Today Chris talks to author and leader in design, strategy, and innovation, Keita Demming about turning your biggest ideas into real offerings in your business and life.

In this end of the year wrap up, Chris looks back at the challenges we had to face in 2023, how challenging times can be a GOOD thing for advisors and the three things you need to do in the new year to succeed.

All great businesses thrive on building communities. For financial advisors, creating a sene of belongingness with their clients is one of their biggest assets.

Renée Rebelo, a Financial Motivational Speaker, tells us about how she was able to build a community by mixing two of her passions; travelling and financial planning.

Many high net worth clients see the markets differently, with a better understanding of changing economic cycles. 

IPC's Private Wealth Portfolio Manager Simon Bowers highlights how the needs of high net worth clients can help you navigate sticky macroeconomic conditions.

In our profession, we deal with dramatic changes with our clients, whether a retirement, selling a business, or the death of a loved one.

Today we have Dina Bell-Laroche to teach us how to better talk with clients about those big life-changing events.

With financial planning, advisors make a real difference in their clients’ lives and to help them achieve their wealth and lifestyle goals.

Steve Fox joins Chris to discuss the importance of making an impact; be it in your clients' lives or your community. 

Chris talks about the importance for building a business that is scalable. 

Chris uses Starbucks as an example when it started its first shop in Pike Place before turning into a $128 billion empire!

Disney is known for creating unparalleled magical world for guests. 

Dennis Snow shares secrets from his 20 years at Disney that will change how you craft remarkable client experiences.

Understanding the changing regularoty environment is key to the success of your financial advice business. 

Harold Geller joins Chris to discuss how to stay on the right side of the regulations, standards and ethics affecting advisors and investors.

Arnold Schwarzenegger came from humble beginnings and rose to become a champion bodybuilder, businessman and politician. 

How did he do it? Here are six lessons from his life of incredible accomplishment.

As the average age of financial advisors continues to grow, looking at the future is even more important. How can you pass on your business, your legacy and build a life of retirement you love?

This week on the podcast, we look back at some recent episodes where we explore succession planning with some amazing guests. 

What really grows a business? Is it the huge billboards along the highway or the ads on your social feed?

Chris emphasizes on providing a great client experience to turn clients into brand advocates.

Everyone focuses on the fun side of the business – the relationship with clients, marketing, communications, but what about the hard stuff?

Lorraine Nolan joins us to teach us why administrative and operational excellence is vital to running a great business.

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.

In this episode of the pod, George Hartman joins us to going to tackle succession planning and what it means to a financial advisor.

Advisors looking at long-term plans often see family members as possible successors. 

Today we’re talking with Sonia LeRoy and two of her family members that have joined her business.

People used to vote with their wallet. 

Now they vote with their time.

Ron Tite, my guest today has come up with a powerful approach to cut through the noise with just three words: Think. Do. Say. 

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. 

Many people are  so focused on business wins that they’ve found themselves so disconnected from their life outside of the office.

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. 

On this edition of Turning the Page podcast, Julie Littlechild brings together technology and client experience to build your your business.

People get inspiration from many places – books, speakers, podcasts, even just taking a walk.

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.

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. 

One of the cornerstones of every successful advisor that I've ever met has been around the art of communication.

Joining me to talk about all things communication is Kevin Mulhern, the CEO and Co-Founder of Advisor Stream.

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.

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.

Chatting with me about it on this podcast is IPC’s own Simon Bowers.

You can learn strategy in every business school, but, hardly anyone learns execution. And the most important part of strategy is executing.

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.

How will you make 2023 your best year ever?

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.”

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.

If you and your clients want to protect your family in “the ultimate moment of truth,” life insurance is an important foundation.

Today, Chris speaks to Jim Ruta on what you can do to educate yourself and your  clients.

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.

This might be a scary time for investors. The way to win right now is through communication and reminding them of the basics.

Gary Mottershead has supported 3,000+ entrepreneurs, including financial advisors, recognize their potential.

On this episode, they discuss what they’ve each gained by having a coach and why coaching is an investment. Listen in to learn of what you stand to gain when you work with a coach.

IPC Advisor Mike Waller joins Chris to discuss how his transition to IPC One has been as a catalyst for growth in his businesses.

Moving his business onto IPC One allowed Mike to increase his operational efficiency and service standards, lower costs for his business and increase the number of clients he can serve effectively.

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.

This week Chris joins industry leader, Barry McInerney, Mackenzie Investments’ recently retired CEO in conversation.

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.

Dennis and Chris discuss why  the client experience  is the key to success as a financial advisor.

Uncover the difference between client experience and client service, how to stage memorable engagements for every client, and how technology is influencing the client experience.

When markets are going well, it can be an easy business. When markets are down, this is when you step up as a financial advisor. 

This week, Chris has a very candid conversation with Dan Nolan, who has helped his clients through tough market cycles more than once.

Mitch and Chris discuss why story-gathering is more important than storytelling.  

Discover why curiosity is an asset for advisors, the importance of Return on Life over Return on Investment, and the questions every advisor should be asking their clients.

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.

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.

Chris shares his 3 foundational principles for success.

Today, Chris 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.

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.

Chris Reynolds sits down with independent financial advisor and business owner, Jason Pereira.  

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.

In this episode, Chris Reynolds talks about something fundamental to any business: defining your ‘Why’

Today on ‘Turning the page… on building a better business’ Chris sits down with Thie Convery, Wealth Advisor at Convery Wealth with IPC Securities Corporation.

Consistency is invaluable, because its benefits will compound over time. 

In the introductory episode, Chris sets out the three areas for focus for this podcast and what you will gain from listening for each episode.