A logo for aspect ipc advisor blog

Preparing for Impact in 2023 with Ryan Estis

Corporate • Jan 12, 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.

We all know that  2022 was a difficult year for business owners and now, 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. I sat down with Ryan - who left his corporate job in 2009, right as The Great Recession was kicking off,- to talk all about leadership, opportunities and dealing with crisis. He shares that while it was a difficult time to start an entrepreneurial journey, “ it was the best professional decision I ever made.”



So how do you make 2023 your best year ever?

Available on  Apple, and Spotify.

“The decisions you make and the action you take on the way down really puts you in a position to accelerate momentum on the other side.” - Ryan Estis

Who Is Ryan Estis?

It's safe to say that he understands the challenges business leaders and top performers face, because he’s been in their shoes. Ryan 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. As a result, he was 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.



In our conversation, I asked Ryan, “what do you see as the biggest challenge for entrepreneurs  in 2023?” Read his top answers below:

The Way We Work Has Changed - It's Time to Adapt

The post pandemic world of work has permanently altered the way we work. We’re in a once in a lifetime opportunity to reimagine and rethink our relationship with work. This also means as leaders we have to act and think differently. As entrepreneurs and leaders, we need to evolve leadership capabilities and competencies and engage our teams differently.

Find the Opportunity Crisis

This is a defining moment in history for business owners. Those who find the courage to grow, invest ahead of the curve and make thoughtful decisions will emerge stronger. At times like these, it’s even more important to be significantly more strategic and disciplined to be able to grow through the crisis.



Leaders have to have a vision of where they are taking their business to recruit others to follow. Having a visionary, purpose-driven business is the best way to inspire emotional commitment and investment from your team. Without it, it will be hard to grow your business.

Be Purpose and Values Driven

Impact and purpose matters now more than ever because people are drawn to it. Impact is about outcomes. The impact you have on the world starts with your team and extends out to your clients and personal life. It’s that powerful! The way you live and run your business should leave things better than you found them. Put people first and performance and profitability will follow.

Enhance the Client Experience

What your clients think about you is your brand and your client experience. “Your brand is no longer what you say it is, it’s what everyone says it is. Your clients are the stewards of that experience”, says Ryan.



Ryan thinks there’s an opportunity in the advice and financial service business to create depth and breath in that client experience because clients are expecting more. “Our experience as consumers is shaping our experience of everything.” In a post-covid world, clients expect more and you have to deliver on that.

Stay in the Learning Lane

“Businesses stop growing when the leader in them stops growing. The best investment you can make is an investment in you. When you get better, no one can take from you.” - Ryan Estis

Ryan believes leadership and growth is an inside-out phenomenon. Things are changing so fast in the world, so you need to stay in the learning lane. Keep learning and investing in yourself to be ahead of the game in the coming year.



Look out for Ryan’s new book, Prepare for Impact, coming out later in 2023!

Want to grab a Coffee with me? Discuss something you heard on our podcast, talk about your goals to accomplish in your business, and life in the new year, set up a virtual coffee here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris 


Also, 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!

Before You Sell - Consider This In Your Succession Plan
By John Novachis 12 May, 2022
In his latest blog, John Novachis, EVP at Investment Planning Counsel sheds light on emerging trends catching the attention of Advisors, but are these the right choice when considering your succession plan?
Part 2: The Next Big Thing
By Chris Reynolds 16 Mar, 2022
The industry has a $400 billion dollar problem. Here's what we can do to prepare.
Valuating your book of business
By John Novachis 07 Dec, 2020
When speaking with independent financial advisors, I'm often asked “what is my business worth and how can I make it MORE valuable?” The issue with most valuation methods is that no single approach is 100% correct. Many involve making assumptions that can each impact many “sensitive" variables. In my simple world, the value of any business or transaction for that matter is what a seller and buyer agree is a fair price. To reach an agreement on a fair price, both parties need to see value in the deal.
Share by: