“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 – the visionaries, the leaders and the financial advisors who have walked the path to success. Join him for these conversations, – where he covers a gamut of topics from client experience, business building, fintech, succession planning and inspiring change – and go behind the scenes on the journey to success. In each episode, Chris and his guests will leave you with one idea that you can put into action immediately to take your business to its next level. Let’s turn the page on building a better business.
Buckingham Wealth Partners
Kim Butler and Tammi Brannan
Alan Smith; Andy Hart; Carl Widger; Nick Lincoln
Cooper Lewis at Highland Capital Brokerage
Richard E. Boone
Charlie Van Derven
Always Be Closing Show
Reese Harper, CFP®
The Evolving Advisor Podcast
Your Retirement Team
CEG Worldwide
cegvideo
John Brown
Brendan Frazier
Private Vista
Jacqui Henderson
Matthew Jarvis & Micah Shilanski, Finance Rockstars
Francois du Toit
None
MDRT Podcast
Pete Bush
The Institute of Advanced Financial Planners | David Miller
Advisor's Edge
The Financial Planning Training Academy
Whitney Shindelar and Brianna Glenn
Michael Kitces
Brad Atkins
Michael Lawes
Reuben Bergola
Dr. Charles Chaffin and Dr. Brad Klontz
Pioneer Debt Solutions
3xEquity
Bill Cates
Mark Akeroyd
Alan Moore and Michael Kitces
The Heritage Institute
Hartford Funds
Bill Coppel
familyofficecoaching
Barron's Advisor
Openwork Mortgage & Protection
InvestmentNews, Michael Silver, Eric Sheikowitz
Paul Kingsman
PracticeLab podcast
XY Media
'Bisi Odewale
The Entrepreneurial Wealth Manager Podcast
Ken Unger
...For Advisors
Kerry Morris and Ryan Long
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Ayush Sharma
Dan Smaida
Clarity 2 Prosperity
SEI Ventures
Joseph Lukacs
Scott Fitzpatrick
David DeCelle
Mindshop
Kate Holmes
Andy Hart / Listen Notes
Wize Mentoring for Accountants and Bookkeepers
Kotan
Cathy Iconis
Richard Anthony
Paul Shrimpling
Pareto Sytems
None
Laura Gregg and David Partain
Jim Stackpool - Founder Certainty Advice Group
Mikial Singh Nijjar
Jonathan Kuttin
FinPoint™
Wes Young
ConsultX Business Success Programme
Blueleaf
Peter Waitzman
Robyn Crane
Vanessa O'Shea
Libby Greiwe
Richard Oring & Erik Garcia
Steve Sanduski
Catie Foster
Jacqueline Lockie
Efficient Private Clients
Duncan MacPherson
Citywire
Kimberley Seldon
TD Ameritrade Institutional
Lim Ren En and Rick Hu
Doina Bejenaru
Bryce Bladon
moneyinfo
Ben D. Jones and Emily Larsen with BMO Global Asset Management
Tenacity, Inc.
Paul G. McManus
Mindy Diamond - Financial Advisor Recruiter and Consultant
Lucinda (Cindy) Wolford
Clemence Hoar Cummings