Advertise on podcast: Turning the Page

In 1993, I made the decision to step out on my own and build my own firm - Investment Planning Counsel. Looking back at the journey of what we, and I do mean we, the amazing team we have, have built, I’m so proud of what we’ve accomplished. From starting in a little office in Mississauga to adding our first advisors to partnering with IGM, buying 27 companies and then eventually being acquired by Canada Life to today, where we’ve entered the next chapter of our journey: as IPC and Quadrus have joined forces to become one brand: IPC Wealth.    Joining me today to talk about our journey and talk about building the business over the years is Blaine Shewchuk. Blaine has been part of the team as President and CEO of Investment Planning Counsel which will now become IPC Wealth for many years. And in 2024, he also became Executive Vice President, Individual Wealth for all Canada Life.   Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca    Schedule a virtual coffee with me and get a copy of my new book at https://www.ipcwealth.ca/turning-the-page-podcast            Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast                If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!     Cheers! Chris

We’re in a unique time. As the baby boomers are retiring, Gen X are getting ready to hit retirement age and millennials are hitting their stride, in our business, we are seeing advisors retire and the next generation take over. Not only with advisors, but with our clients.   It’s made for some fascinating conversations that I have every single day.    On my show, I’ve talked with so many professionals at the top about succession planning and how to help those ready for the next chapter of their lives. But what about the next generation of clients - this generation that will ultimately inherit part of the “great wealth transfer?”   How can we build a better relationship with them?   I’m excited to have Arantxa Castelino, our Digital Content & Social Media Manager at IPC Wealth, joining me here at the farm today for a chat.    Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca    Schedule a virtual coffee with me and get a copy of my new book at https://www.ipcwealth.ca/turning-the-page-podcast            Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast                If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!     Cheers! Chris

As AI goes from being a buzz word to being an integral part of business, some advisors are using some of the basic tools available, like note taking or simple brainstorming in ChatGPT. Then there’s some business owners that see the full potential - that AI can be a partner, a time saving tool and something that can help their business not only stand out from the competition, but offer a great client experience that others can’t touch.   Recently, I was having a conversation with one of IPC’s top advisors, Shea Sanche, about AI and how he and his team are using it within their business. He’s using it on a whole other level that I really haven’t seen before. He brought in a creative director and built a whole playbook that has helped him streamline his business and improve workflow within the office which gives his team more time to focus on what matters most: spending time with clients and delivering a great client experience.    Shea Sanche is a Certified Financial Planner with 27 years in the industry and the founder of Insight Planning in Kelowna, BC, where he has built a practice serving 150 households with $200 million under administration, working virtually with clients across Canada. Shea is building AI into every layer of that practice, from how his team operates behind the scenes to how he runs client conversations at major life inflection points. He is here to talk about what that actually looks like on the front line.    Get a copy of The Insight Playbook at https://insightplaybook.com/    Find Shea at https://sheasanche.com/    Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca    Schedule a virtual coffee with me and get a copy of my new book at https://www.ipcwealth.ca/turning-the-page-podcast          Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast               If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!     Cheers! Chris

In the wealth management industry, we are seeing a major shift in our business: a large group of advisors are on the verge of retirement and a younger generation of advisors and staff are coming in to be the next generation of our industry.   It’s a tale as old as time, but this shift is quite different. With A.I, technology and not as many younger advisors and staff coming into the industry, we’ve hit an "Age Debt" crisis—a massive drain of institutional knowledge caused by an aging workforce.    Joining me today to talk about this is Dan Pontefract. Dan offers a roadmap for leaders to convert this $5.4 trillion productivity risk into an "experience dividend." He’s literally written the book on this workplace seismic age shift, “The Future of Work Is Grey,” which equips leaders to harness multigenerational talent and unlock the power of experience.    He’s a leadership and corporate culture strategist and an award-winning author with over two decades of senior executive experience at SAP, TELUS, and Business Objects. Since launching Pontefract Group in 2018, he has worked with organizations worldwide, including Salesforce, Amgen, Nestlé, Autodesk, Manulife, BMO, Nutrien, and Virgin Media O2. He has presented at four TED events and delivered over 600 keynote talks all around the world. He’s also the author of Work-Life Bloom, Lead. Care. Win., Open to Think, The Purpose Effect, and Flat Army.    Learn more about Dan at https://www.danpontefract.com/    Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca    Schedule a virtual coffee with me at https://www.ipcwealth.ca/turning-the-page-podcast    Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast               If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!     Cheers! Chris

Every advisor understands referrals are the path to growing a successful business. Yet the act of asking for a referral can feel awkward, manipulative, or even transactional.   What if I told you there's a way to generate a continuous stream of quality referrals without ever having to make that uncomfortable ask?   Joining me to talk about how to make that happen is Stacey Brown Randall. Stacey is the author of the new book, “The Referable Client Experience,” and the multiple award-winning book, “Generating Business Referrals Without Asking.” We’ll discuss how to shift your focus from marketing tactics and awkward conversations to delivering a client journey that is so exceptional, clients feel compelled to talk about you.    Learn more about Stacey at https://staceybrownrandall.com/    We'll dive into what financial advisors often get wrong about the client experience, the emotions that drive a great referral, and the simple data you should be tracking to turn your current clients into your most powerful growth engine.   Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca    Schedule a virtual coffee with me at https://www.ipcwealth.ca/turning-the-page-podcast     Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast               If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!     Cheers! Chris

It’s the million dollar question I get asked every week: How do I scale my business without adding more chaos, more clients, or more hours to my week? I talk to advisors who hit a ceiling and can feel the burnout creeping up and know they need to make a change. Something has to give. They KNOW their business can be more than what it is, but how do you make that happen?    But growth isn’t actually the problem. The real problem is what happens after you grow — when your calendar is full, your client load is overwhelming, and the business that once felt exciting starts to feel unsustainable.   My guest today is someone who has spent decades helping advisors break through that exact ceiling.   Dr. Jon Randall is the founder of eXtraordinary Financial Advisors, or XFA — a consulting firm that helps established advisory practices scale smarter and with less stress.   With more than 25 years of experience as a top-producing advisor and industry consultant, Jon has worked with hundreds of firms, from $250,000 practices to $10 million-plus businesses, helping them overcome operational bottlenecks, increase profitability, and transition from practitioner to CEO.   He’s also the creator of the XFA Growth Workflow and author of The Extraordinary Financial Advisor Practice, where he teaches that advisor growth is often limited by three core constraints: capacity, revenue per client, and ineffective growth strategy.   We’re going to dive into what it really takes to simplify, raise your standards, build leverage into your firm, and scale with confidence without burning out along the way.   To learn more about Jon and his team, visit http://xfa.coach    Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca    Schedule a virtual coffee with me at https://www.ipcwealth.ca/turning-the-page-podcast    Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast               If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!     Cheers! Chris

One of the reasons why many of us get into this business is to build a business that allows us to have the life we want to live: travel, build wealth, build a legacy, maybe even have a business we can eventually hand off to our kids. Along the way, it’s easy to let day-to-day business get in the way and forget why we’re doing this in the first place.    How do we build that compass to keep us on track? How do we build a business that we not only love but also supports a life we love to live?   Duncan MacPherson is here to help show us how to do that.    Duncan is the CEO of Pareto Systems, a practice management and business development consulting firm that has helped thousands of financial professionals unlock their full potential. With over 25 years of experience, Duncan is known worldwide for his impactful insights on how to professionalize client relationships, create referability, and build a business by design rather than by chance. He’s a thought leader and the author of The Advisor Playbook and The Blue Square Method, which offer actionable strategies that have transformed practices across the industry.    For Duncan’s AI guide for financial professionals, visit https://paretosystems.com/ai-strategies-for-financial-professionals    Learn more about Duncan at https://paretosystems.com/   Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca    Schedule a virtual coffee with me at https://www.ipcwealth.ca/turning-the-page-podcast    Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast               If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!     Cheers! Chris

If there was a Top 5 list of organizations that deliver the best client experiences in the world, there is one name I don’t think anyone could argue that wouldn’t be on that list: DISNEY. A 7-night Walt Disney World vacation for a family of four typically costs between CA$6,700-$13,700. For that kind of money, you can imagine where their expectations land - the trip better be nothing short of magical. And Disney delivers.   How can financial advisors do the same in their business? What can we learn from Disney and how can we deliver a magical client experience that gets our clients raving to others about their magical experience?   Here to talk about it today is Vance Morris. Vance is a speaker, coach, consultant and Founder of DSN Institute. He has had quite a journey: from working as a security guard to becoming a Disney leader to a bankrupt out-of-work executive to carpet cleaner to successful entrepreneur.    He’s known for showing how a sprinkle of Disney magic can totally transform customer service, even for businesses that feel more Dunder Mifflin than Disney World.   Get Vance’s 52 Ways to WOW Your Customers at http://wow52ways.com    Learn more about Vance at https://vancemorris.com/    Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca    Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris              Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast               If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!     Cheers! Chris

In this episode of Turning the Page, we sit down with former British military officer and global leadership transformation expert, Jimmy Burroughes. As entrepreneurs, we often fall into the trap of over-complicating our business processes, which leads to bottlenecking, exhaustion, and stunted growth. Jimmy breaks down his proven 'Simplify to Amplify' methodology: a framework designed to help leaders cut through the noise, focus on what truly matters, and empower their teams to execute effectively. We explore why we have an innate ability to make simple things complex and how to shift your leadership mindset from 'doing it all' to becoming an effective, strategic leader.   Jimmy Burroughes is a former British Military Officer turned global leadership transformation expert, trusted by Fortune 500 companies including Bank of America, eBay, Samsung, and Walmart. He made a powerful military-to-corporate transition, commanding 110 in European and Middle East operations before helping executives worldwide cut through complexity.  He is the creator of the "Simplify to Amplify" methodology and host of The High Performance Leader Podcast (Top 10% globally). Jimmy helps exhausted executives escape reactive leadership through radical simplification — helping them reclaim 10+ hours per week while building teams that perform without constant oversight. He is the author of two books: Beat Burnout – Ignite Performance and Escape the Multitasking Trap.   Website: jblhighperformance.com Assessment: jblhighperformance.com/assessment   Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca    Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris              Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast               If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!     Cheers! Chris

When we talk about succession planning, we often talk about advisors who are retiring or those that are planning on stepping away from their business. But on the other side of that fence are those that are GROWING their business - those that see the opportunity to continue to service those clients when advisors decide it’s time for a change in their life.   One advisor at IPC, Chris Fox, has been building his business through acquiring other advisors’ books as they are retiring. He has seen how valuable it can be to be a rock to clients during a transition and build a long-term relationship with those clients.    Today, Chris is here to talk about how he’s building his business and how other advisors looking to grow can also take advantage of the amazing opportunities that are out there right now.   Chris Fox is the principal of Fox Financial in Edmonton, Alberta. Chris has been in the financial services industry since 1998, when he joined his father in the business. With over 25 years of experience guiding Canadian families and business owners, he specializes in creating personalized wealth management, retirement, and estate strategies that balance long-term growth with financial peace of mind.    Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca    Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris              Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast               If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!     Cheers! Chris

One of the things I'm most proud of is when we built IPC Wealth, our main focus was on culture.    Culture is one of those things that is hard to define, but you know it when you see it and FEEL it. In today’s show, I’m going to share the concept of culture in building a business, why it’s so important to be purposeful about the culture that you want to develop and why it becomes your competitive advantage.   Culture isn’t just a backdrop to your work. It’s the heartbeat of your organization. It’s the energy that fills the air when your team comes together. It’s the reason people show up not just to earn a paycheck, but to be part of something meaningful.   And here’s the truth: you already have a culture. The question is: is it the one you want? Or is it the one you’ve settled for?   Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca    Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris              Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast               If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!     Cheers! Chris

No matter where you turn these days, A.I. is all the rage. The finance world is no different.    In our industry, relationships are what matter most. A.I. can be a tool to help us spend more time building those relationships, which is where your growth happens. You probably have tried ChatGPT or something similar in your business. But how do we really use the tools that are out there? How can advisors use technology and use these tools to help them deliver a great client experience? What is truly possible with A.I. tools today?    Joining me to talk about that today is John Connell. John is the founder and CEO of Focal, an AI-powered platform for financial advisors. Trusted by leading firms across North America, Focal goes beyond simple note-taking to automate tasks, streamline client conversations, and boost advisor productivity—helping firms scale without increasing headcount.   To learn more about Focal or to schedule a demo, visit meetwithfocal.com    Find Focal on LinkedIn https://www.linkedin.com/company/meetwithfocal/?viewAsMember=true    Reach out to Focal at [email protected]    Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca    Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris              Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast               If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!     Cheers! Chris

Many years ago (not that many, I’m still a young lad!), I took a training course that, to this day, has changed my life. I still think about it and use the tools that have shaped me as a leader: the Dale Carnegie Communication training program. “How to Win Friends and Influence People” is, of course, one of the must-read books for anyone in business. Believe it or not – I have read this book 9 times and still have no friends!   But the organization goes well beyond the books. And their training programs are still going strong today!   As technology continues to take over our lives and how we communicate with our team members, our clients and our friends and family, I thought it might be a good time to go back to the basics. We have all these great tools to connect, but how we connect with people on a human level is something we could always use a refresher on. As tech tools and AI take over the world, the ability to connect with someone one-on-one matters more than ever today.    Today’s guest is Amy Blake. Amy is the Vice President of Operations at Dale Carnegie (Ontario & Maritimes Franchise). Amy’s Dale Carnegie career spans over 28 years, helping organizations build empowering leaders. Amy designs and delivers engaging programs—both virtual and in-person—that equip leaders at all levels with the skills, insights, and confidence to succeed.   Learn more about the Dale Carnegie program at https://www.dalecarnegie.ca/    Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca    Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris              Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast               If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!     Cheers! Chris

Before you recommend a service, a restaurant, a hotel, a professional to someone you know, what has to happen before you’d be willing to do that? I bet they have to leave you saying WOW! They have to do something amazing - and that amazing thing usually isn’t anything big. It’s a small gesture or moment that shows you that they’re paying attention and know you. It’s the feeling they leave you when you walk away. When a business is able to do that, you want to tell everyone all about it!   Today, I'm going to dive into the art and science of creating a great client experience that’s so good that you don't just remember them, you tell everything about them. Experiences that are so good that you go on and make sure people know that these exist.   Because actually, you would feel bad if you didn't tell people about these great experiences you had.   THAT is what really separates all the great businesses.    Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca    Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris              Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast               If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!     Cheers! Chris

For many advisors, growth is usually through one path: gathering assets one client at a time. But increasingly, the fastest—and often smartest—path to scale is through acquisition: buying retiring advisors’ practices. As many advisors across Canada are on the verge of retirement, if you’re looking to grow your business, this is a great time to take advantage of this opportunity.   Advisors weren’t trained to think like buyers. Acquisitions raise real questions—about valuation, cash flow, risk, and financing. So how do you go down this path?    My guest today, Tom de Larzac, helps advisors every day make thai happen. He’s worked across the financial industry focusing on cash-flow-based lending for specialty businesses, with deep experience in valuations, acquisitions, and growth financing. He’s worked with business owners and brands across multiple industries, helping them think strategically about capital—not just as funding, but as a tool for long-term growth.   Tom is part of Care Lending Group, a privately held Canadian financing firm that specializes in tailored lending solutions for niche industries—including wealth management. Within their advisory division, Care Lending Group works closely with independent advisors to support acquisition, succession, and enterprise-value growth strategies.   With an initial portfolio exceeding $350 million and a growing national client base, Care Lending Group is known for combining deep industry expertise with a relationship-driven approach. Unlike traditional lenders, CLG focuses on understanding each client’s unique business model and delivering customized financing solutions that align with long-term goals, not one-size-fits-all lending.   Care Lending Group has become a partner with Investment Planning Counsel to help advisors in the IPC Pinnacle program grow their business through acquisitions as advisors across Canada continue to retire.    Learn more about Care Lending Group at https://carelendinggroup.com/    Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca    Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris              Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast               If you’ve found this episode useful, or know of someone who could gain from it, I’d appreciate it if you would share it with them. Or subscribe and follow Turning the Page on Apple, Spotify or whatever podcast app you use!     Cheers! Chris