Let’s be honest: it’s been a bit of a crazy year. As we head into the holiday season, you’re happy to be able to take a minute, take a breath and just enjoy the time with your family and friends.    I thought it’d be nice to end the year with some good news stories. And to do that - I’m bringing on someone who literally wrote the book on it! Chris Snyder comes from the wealth management space, but now spends his time writing a fantastic blog reminding us of all the good news in the world we might not hear about or the things we should remember. And today he’s here to bring a positive light on the year and share some good news with us!   In 1974,as one of the pioneers in Personal Financial Planning in Canada, Chris co-founded The ECC Group, Personal Financial Advisors, one of Canada’s first broad-based Personal Financial Planning firms, staying as managing chair until 2021. During his career, he was the vice chair of the Canadian Association of Financial Planners and designed and implemented the RFP (Registered Financial Planner) program. He also wrote several bestselling books and several hundred articles on personal finance.    Get a special holiday price on Chris Snyder’s book, 52+ GOOD NEWS STORIES, as well as an added discount when you buy 10 copies or more! (a great gift for your clients!) Buy your copies at https://hilborn-civilsectorpress.com/products/52-good-news-stories-holiday-offer   You can read Chris’s Good News Blog at http://ChrisSnyder.makeanimpact.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

We all try to give back to the community that we serve. I’ve talked about how advisors within IPC give back not only to communities in Canada but around the world. Philanthropy can also be harnessed as a game-changing strategy for client relationships, legacy planning, and business growth. Some advisors have made it a major part of their business model. Many advisors have clients that have charitable donations as a major part of their own wealth plan.   My guest today, John Bromley, has a very unique perspective on this topic and even built something very unique and awesome in this space - a whole platform for it. He’s redefining how donors—and their advisors—think about generosity.    John Bromley, founder and CEO of Charitable Impact, Canada’s first fully online donor-advised fund that has facilitated over $1.5 billion in charitable giving. John is passionate about simplifying philanthropy and empowering individuals to create meaningful change. With a background in corporate finance and a lifelong connection to the charitable sector, John is here to share his insights on generosity and the future of giving.   Learn more about Charitable Impact at https://www.charitableimpact.com/   Pick up a copy of Chris’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

Our business isn’t just about spreadsheets, numbers and documents—it’s about people. And yet, as financial advisors, we’re often trained to lead with logic when we might be wrestling with emotion.   In today’s episode, we’re diving into the human side of business and succession planning—the part that doesn’t show up on a balance sheet but can make or break the entire process. How can you manage your emotions when it comes to working with your clients? How can you manage your emotions when it comes to putting together your succession plan?    Today, Liz Doyle Harmer is here to share her insight. As a Transformational Leadership Coach and Facilitator, Liz supports senior leaders and teams in developing the self-awareness, emotional agility, and resilience needed to lead in today's complex environment. Her approach integrates somatic leadership practices - helping leaders recognize and shift their internal state in real time so they can lead with greater clarity, trust, empathy, and purpose. By engaging both the mind and the body, Liz helps leaders not only understand leadership - but embody it.   Liz's 20-year work experience spans public relations, strategy, event planning, internet marketing, and entrepreneurship. She has coached established and emerging leaders and facilitated leadership training in a broad range of organizations including Marsh McLennan, JP Morgan, Novo Nordisk, Google, RSA, Bank of America, Goodmans LLP. Lole, Hub Insurance, and Johnson & Johnson - across industries such as Financial Services, Pharmaceutical, Legal, Technology, and Non-profit.   Pick up a copy of Chris’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

I’ve said it before and I’ll say it again - there’s no better way to build a business, especially in the wealth management space - than through a great client experience. Give your clients an experience that makes them feel seen, heard and appreciated and they’ll THEIR friends and family all about you.    Yet so many advisors only focus on the products they are selling, or the plans, or the price they are charging.  I am not saying these are unimportant, but they treat this as something that is secondary or just go through the motions. In today’s world, with so many great technological tools available, you have a great opportunity to create unique client experiences that tailors to your clients and even makes it fun for YOU to interact with them!    So, what’s working for advisors today? What are these tools? And what should you think about when you’re creating a great client experience for YOUR business?   Joining me today to talk all about the client experience and sharing some great examples and tools advisors can start using today is Alex Safarova, Brand & Advisor Marketing Manager at IPC. She has spent her whole career helping advisors design great experiences that really WOW clients.  This has led to happier clients, higher retention and so many referrals.    Find Alex on LinkedIn at https://www.linkedin.com/in/alex-safarova-4a058412/    Pick up a copy of Chris’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

Negotiations happen every single day in our lives. Whether we’re dealing with a major business opportunity or just trying to change lanes on the 401. Even though we’re trying to accomplish something, we’re still humans. So how do we negotiate and work to get an outcome that is win-win while keeping and building a relationship with the other party? Do all negotiations have to be so tough? Today’s guest is here to talk about bringing humanity into negotiating in our lives and reminds us that negotiations don’t always follow a one-size fits all approach.   Joining me today is Fotini Iconomopoulos. For over a decade, after working in over 170 industries, Fotini Iconomopoulos has been the person that companies like Ford, Microsoft, MIT, Nestle, Purina, Rolls Royce and Walmart call to help them through their high stakes negotiations or upgrade their negotiation, communication and persuasion skills. She’s the author of the best-selling book “Say Less, Get More: Unconventional Negotiation Techniques to Get What You Want”   Learn more about Fotini and find her book at https://fotiniicon.com/    Pick up a copy of Chris’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

Earlier this year, IPC conducted a survey of Canadian Advisors & Investors to learn more about how they think and feel about succession planning. As many advisors are reaching retirement age, we wanted to learn more about what’s important to advisors at this time. Plus, we wanted to hear from investors and find out what was important to them as advisors start to retire.   The data has been fascinating to dig through! Joining me today to talk about it and to share what YOU need to know as you plan your succession plan is John Novachis, Executive Vice President of Advisor Growth and Succession at IPC.   Pick up a copy of Chris’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.com    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

The day is finally here! My new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom” is out!    For 30 years, I have been an entrepreneur in the wealth management industry, both as an Advisor and as an entrepreneur who helped roll up the business through 27 transactions.  I have bought businesses, sold businesses, and helped over 115 Advisors with their own succession plans. I’ve taken all the knowledge, experience, mistakes and lessons into this 2 year labour of love and now I can’t wait to tell you about it.    To pick up a copy of my book, visit http://chrissreynolds.com/    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

Welcome to our fourth season of Turning the Page!    Over the course of the show, we’ve talked about new kinds of alternative investment strategies for clients as well as the growth in the Fintech industry.   To talk to us today about these topics is someone that knows them very well: Paul Desmarais III, the Chairman and CEO of Sagard, an alternative asset management firm active in venture capital, private equity, credit, and real estate.   Paul has led Sagard since 2016, along with a handful of close partners bound by a common vision: build one of the best-performing investment firms globally. Sagard has experienced outstanding growth, with assets under management increasing to over $30B.   Under Paul, Sagard has built a global network of expertise that helps companies lead, embrace, and stay ahead of disruptive trends, expanding activity in North America, Europe, and the Middle East. The team is behind some of the largest technology success stories in Canada such as Wealthsimple, Koho, Nesto, and Dialogue. Sagard is also behind incredible international entrepreneurial journeys such as the growth of Ceva Sante Animale, the creation of Kiloutou as a French equipment rental champion, and the creation of Alan in the insurance space in France.   Within the Sagard ecosystem, Paul is the Executive Chairman and Co-Founder of Portage (fintech & financial services investing) and the Chairman and Co-Founder of Diagram (venture builder). Within the investment portfolios, he is the Chairman of Wealthsimple, Novisto, and Sagard Wealth, and a director of Nesto and Midas.   Prior to his current role, Paul worked at Goldman Sachs in the Investment Banking Division, Investment Strategy Group and Special Situations Group, Imerys S.A. in supply chain management and strategy, and Great-West Lifeco Inc. in risk management. He has earned a B.A. in Economics from Harvard College and holds an MBA from INSEAD.   Please visit sagard.com if you would like to learn more.    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

I’ve been in business for over 30 years now and over those 30 years, you learn a few things! I’ve learned not only what to do, but also what NOT to do.    Recently when talking to a group of advisors about their business, some advisors asked me what I have learned over my time in the business.    I thought about this for a while and there's at least 10 major lessons that if implemented would make their life way better. Most of these lessons I have either stole from other people or simply observed bad behavior in other people and swore to myself I would not repeat their mistakes or be anything like that.   Today to wrap up our podcast season, I’m sharing them with you.    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!  

Many advisors would love to keep their business in the family. They’ve spent years growing it and now maybe a son or daughter would love to take over and keep the family tradition going. Today we’re talking to a father-son duo who is doing just that: Ken White and Ryan White with Guelph Financial in Guelph, Ontario.   Ken White is a Financial Consultant who has worked in the financial industry since 1992. In addition to his full financial and estate planning services, he has become passionate about helping families with special needs. Now an expert in the area of little-known government programs like RDSP’s and Henson Trust’s, Ken is able to add extra value that is not normally presented, to those who need it most.    Ryan White is a Financial Advisor who joined Guelph Financial in 2017 after getting his start in the Financial Industry in the spring of 2000.  Across two of Canada’s Big Five Banks, Ryan began his career as a Bank Teller and worked his way up through Advisory roles eventually earning the title of Branch Manager, where he led and motivated teams to achieve results.    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!    

Estate planning should be integrated into every wealth advisor’s planning process.   One of the new technology tools that has been developed to help with estate planning is ClearEstate, an end-to-end technological and service platform supporting estate planning and settlement across Canada and the USA. I’ve personally become a big fan of what they’re working on. I’m also a client. I believe before you offer anything to your clients, you should first see if you think it provides value and I can’t speak highly enough about their process.    In our last episode, we spoke with Davide Pisanu, the Co-Founder and CEO on his entrepreneurial journey to build the platform. Today we’re talking about how advisors can harness it to help not only their clients but to also grow their business.    Joining us today to talk about this is Devon Miller, the Director, Strategic Partnerships for ClearEstate. He is a Certified Executor Advisor and is pursuing his MTI (Estate & Trust Professional) designation with the Canadian Securities Institute. In his current role, he most often works with enterprise partners in the wealth management and insurance industries to help develop their estate programs and support their field leadership in program management, training, and distribution.   Learn more about ClearEstate at http://www.clearestate.com    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  

A lawyer. A McKinsey consultant. A Cirque du Soleil executive. And now, the co-founder of a company that is reimagining one of the most complex and emotionally charged areas of personal finance: estate planning.   Davide Pisanu’s journey to launching ClearEstate isn’t your typical startup origin story. It’s not everyday that one’s journey goes through not only meeting rooms but some of the world’s biggest stages. But that range of experience is exactly what makes his perspective so valuable—especially for financial advisors looking to think differently, operate more efficiently, and ultimately build businesses that last.   In this conversation, we get into why cross-industry thinking is a superpower, and what it really takes to build a tech platform inside a space that's been mostly paper and probate for decades.    Davide Pisanu is the Co-Founder and CEO of ClearEstate - an end-to-end technological and service platform supporting estate planning and settlement across Canada and the USA.   Davide is an experienced senior executive, professional and entrepreneur. He played a key role in the transformation of Cirque du Soleil as VP Strategy and Transformation, as well as SVP of the Resident Shows and the Affiliated Companies division. He co-founded Montreal-based boutique strategy firm Juniper and continues to act as advisor and investor in various startups. At McKinsey, he was a leader in the N.A. institutional investor as well as asset management practices. Davide spent the first decade of his professional life as a lawyer at Davis Polk & Wardwell as well as a senior counsel within the foreign affairs portfolio of the GoC. Davide holds an MBA and a J.D. from McGill University, as well as an LLM from the London School of Economics.   Learn more about ClearEstate at http://www.clearestate.com    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  

Think you need a podcast, but not sure what to say into the mic? Want to post on social media, but not sure what to say?   In this episode, Chris flips the script and interviews his longtime podcast producer, Matt Haze, on what actually works—and what absolutely doesn’t—when it comes to creating content that builds your brand and gets you business. They dig into why authenticity beats polish and how to stop sounding like every other advisor on the internet.    Matt Haze is the Founder of Haze Creative, a boutique media production company that creates media brands designed to make an audience laugh and think while building a community. Over the last 25 years, Matt has done it all in media and entertainment: radio, TV, comedy and live events all around the world. Today, Haze Creative works with organizations to help them create authentic and cleverly crafted content that not only resonates with potential and current clients but helps advisors show their personality. His company not only helps with building community online but also at in person events.   Learn more about Matt at http://instagram.com/matthaze and http://hazecreative.co    Three Most Important Takeaways: Authenticity Wins: The most successful financial advisors don’t just share facts—they share who they are. People do business with people they like, and your content should make people feel like they already know you. Don’t DIY Everything: Yes, anyone can buy a mic. But if you want your content to actually drive results, outsource the production so you can focus on your voice, not editing software. Your Podcast is a Trust Builder, Not a Sales Pitch: Think of it as a conversation at a coffee shop, not a keynote. You're creating warm leads by letting people eavesdrop on the real you.   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

Every day, I speak with financial advisors all across Canada and from around the world. I love helping people take their business to the next level. This week on the podcast, I’m sharing some of the most asked questions I get and sharing the same knowledge they get with you.    Things we’ll talk about include…   With everything that is going on, what should I be doing with my business? What should I be talking about with my advisors? What’s the best way to grow my business? I’m feeling burnt out. What should I do? How do I start my succession planning? How do I know how much my book of business is worth?   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

This episode is all about what happens when a financial advisor decides "there's got to be a better way"—and then builds it. Brandon Chapman, Founder of AdvisorFlow, joins me to talk about his journey from bootstrapping his advisory business in a basement apartment to leading one of Canada's rising fintech platforms. We get into what clients actually want, why most digital experiences still feel like 2007, and how to scale without losing your human touch.    Brandon Chapman, CFP, is a financial advisor and entrepreneur with over a decade of experience operating his own advisory practice. He is also a key contributor at AdvisorFlow, a fintech company focused on streamlining the digital onboarding experience for advisors and their clients. Brandon is passionate about elevating the digital client experience and helping advisors modernize their practice through thoughtful technology, storytelling, and a strong online presence.   Things to Ponder from This Show… The Client Experience Is the Brand: Whether digital or in-person, every interaction shapes how clients talk about you. A remarkable experience earns referrals; an unremarkable one does the opposite. Most Digital Experiences Are Still Broken: Advisors often mistake tech for PDFs with a logo. Today’s clients expect seamless, intuitive experiences like they get from Apple or Amazon—and anything less is a liability. Tech Enables Scale, but Human Touch Builds Trust: Tools like Advisor Flow help advisors grow by automating onboarding and compliance—but trust is still earned through planning-first conversations, not just product pitches.   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

Today on the show, Chad Hardy—a man who went from getting excommunicated by the Mormon church for creating a controversial calendar (yep, that happened) to building a successful business and life based on something he calls the Law of Zero. We talk about hitting rock bottom, letting go of revenge, and the five steps he uses to help people (and himself) realign with what actually matters.    Chad Michael Hardy is an entrepreneur and the author of “LAW OF ZERO: The Journey to Awakening Your Authentic Self, Unlocking Your Infinite Power, And Taking Control Of Your Life.” Chad has a proven track record of building people up and bringing people together by producing community and corporate events. An award-winning entrepreneur, he founded the flourishing team building company, AdVenture Games Inc. Since his discovery of the Law of Zero, Chad has channeled the multitude of personal challenges and triumphs of his life into helping others find their authentic joy and their true self.   Learn more about Chad at http://chadhardy.com    Get a copy of LAW OF ZERO at https://www.lawofzerobook.com/    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, we sit down with Janine Rogan, a financial expert and author passionate about empowering individuals—especially women—to build wealth and take control of their financial futures. Janine shares insights from her book The Pink Tax, diving into the hidden costs women face in the economy, practical strategies for financial independence, and the power of shifting your money mindset.    Janine Rogan, CPA is the founder and CEO of The Wealth Building Academy Inc. and an award-winning CPA. Her mission is to educate and empower women to confidently and profitably grow their wealth, through financial equality for all. She has been featured in international media and has delivered keynotes to thousands of individuals and companies around the world. She’s also the cohost of the Pink Tax Podcast—where she and Tara Faria smash the patriarchy one dollar at a time. Janine is a University of Alberta alumna, born and raised in Edmonton, Canada, and is currently pursuing her Master of Economics of Sustainability at Torrens University in Adelaide, Australia.   In Janine book “The Pink Tax: Dismantling a Financial System Designed to Keep Women Broke,” she draws from multiple studies, researched statistics, and her own experiences to shine a spotlight on the gender wage gap and the state of female wealth   Three Key Takeaways The Pink Tax Is Real – Women often face higher costs for everyday goods and services, from personal care products to financial fees, making financial independence even more challenging. Mindset Matters in Wealth-Building – Changing how you think about money—especially overcoming limiting beliefs—is crucial for long-term financial success. Small Steps Lead to Big Changes – Janine emphasizes that you don’t need to be wealthy to start investing and building financial security. Small, intentional steps can create significant financial freedom over time.   Get a copy of Janine’s book HERE. You can check out Janine’s podcast on Spotify or Apple Podcasts. Follow Janine on Instagram or LinkedIn.    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, we dive into the fascinating world of behavioral finance with Felipe Toews, CEO and Portfolio Manager of Toews Asset Management and co-founder of the Behavioral Investing Institute. Felipe shares his journey from Kansas to New York, detailing his early struggles, the lessons learned from market crashes, and how he built a business around helping financial advisors and investors navigate market uncertainty. We discuss why traditional portfolio strategies might be flawed, the role of behavioral coaching in wealth management, and Felipe’s new book, “The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy.” You can pick up a copy of Felipe’s book on Amazon: https://a.co/d/5ULq3nR  Three Major Takeaways from the episode…Investor Behavior Drives Success (or Failure): Many investment mistakes stem from emotional decision-making. Understanding and managing investor behavior is just as crucial as portfolio strategy. Traditional Portfolios May Be Flawed: The classic 60/40 portfolio approach doesn't always protect investors from extreme market downturns. Felipe advocates for a more adaptive, risk-aware investment strategy. Financial Advisors Must Be Behavioral Coaches: It's not just about managing money—it’s about managing client emotions, expectations, and decision-making to help them stay on track for long-term success. 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  

Exceptional customer service isn’t about avoiding mistakes—it’s about how you handle them when they happen. In this episode, we explore the power of trust, the importance of standing by your brand values, and how one luxury hotel turned a major booking mishap into an unforgettable experience. Learn how businesses that go above and beyond to make things right not only win back customers but turn them into lifelong advocates. Three Biggest Takeaways: How to Turn a Negative Experience into a Positive One – Learn why fixing mistakes with integrity and generosity can create lifelong brand loyalty. The Three Pillars of Trust – Discover the key factors that make customers feel confident in your business: what you stand for, what you deliver, and how reliable you are. Short-Term Cost, Long-Term Gain – Why great companies are willing to take a financial hit in the short term to strengthen their brand and customer relationships in the long run. 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

There is magic that can be found when you take the time to learn how successful people make things happen in other industries and endeavors besides your own. Success leaves clues and if you look closely, there’s so much we can learn from others that do amazing things.     This is so true in sports. High performance athletes talk about how they succeed and their mindset and tools are things we, as entrepreneurs, can use to grow our business and build the life we want to live.    Ben Sporer is joining us today to talk about the lessons entrepreneurs can gain from elite athletes. He literally wrote the book on the topic!   Ben Sporer, PhD, has spent nearly 3 decades working in elite sport and human performance. He has held multiple roles with the Canadian Sports Institute and, as an accomplished physiologist, has led performance support teams at summer and winter Olympic games, as well as at World Cup and World Championship events. In addition to his role as founder of Resync, a boutique performance strategy firm for sports organizations, athletes, and corporate clients, Ben is an adjunct professor at the University of British Columbia and is currently the vice-president of performance strategy for the Vancouver Whitecaps FC of Major League Soccer.   Ben is the author of a new book, “Output: Optimizing Your Performance with Lessons Learned from Sport,” Ben combines his scientific expertise with decades of experience in sport and business to simplify the strategies of high-performing athletes and how they can apply to anyone, in any field. By explaining the mechanics of the Core 4 performance factors and reframing the link between preparation, action, and purpose, Ben reveals a performance solution that empowers you to value output over outcome.    You can purchase Ben’s book at https://output-book.com/    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