Turning the Page

I believe that every entrepreneur needs a hero that they follow and learn from. For me, that hero is Steve Jobs. I’ll share with you the four lessons I learned from following Steve Jobs that you can start using in your business today.    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

Schedule a complimentary virtual coffee with me and let’s talk! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris     Is your business a Pete’s Donuts or a Tim Hortons? This week, Chris talks about two businesses doing the same thing right across the street from each other and what we can learn from them.    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

Schedule a complimentary virtual coffee with me and let’s talk about how you and your team serve the growing senior population in Canada! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris    There is one thing we all have in common – every day we are getting older. And as people get older, their needs change. It’s important to know how we can service this growing demographic!    Here to chat about the role financial advisors play in the lives of their senior clients and clients with senior parents is Laura Tamblyn Watts!    As the CEO of CanAge, Laura Tamblyn Watts embodies a commitment to the betterment of elder care and seniors’ rights. Her multifaceted career spans law, academia, and policy development, reflecting a dedication to impactful advocacy and education.   With a legal background as a member of the BC Bar since 1999, Laura has leveraged her expertise to advance the interests of seniors, serving as National Director of the Canadian Centre for Elder Law and as Chief Public Policy Officer at CARP. Her academic role as an Assistant Professor (status) at the University of Toronto’s Factor Inwentash Faculty of Social Work underscores her commitment to shaping future professionals in the field.   Her new book, “Let’s Talk About Aging Parents,” reflects her engaging approach to discussing the complexities of aging.   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

Schedule a complimentary virtual coffee with me and let’s talk about what you and your team are doing to build a high growth advisory business at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris    Success leaves a trail of crumbs. When others have gone down the path of growth and seen massive expansion in their business, there’s things they all do every single day to get to that point.   Joining me today to talk about the traits of successful financial advisors and to share the five aspects of a high growth advisory business is Chris Venn.   Chris Venn is the Head of Advanced Markets at Financial Horizons and works with growth-minded advisors to help them move directly toward the success they’ve defined. Before starting his own successful businesses, Chris was originally trained by former members of the British SAS to protect some of the wealthiest people in the world, and was an Officer in the Canadian Armed Forces. Today, he brings the mindset, disciplines, perspective and coaching that create real change. Chris has spent the last 18 years working exclusively with high-performing advisors and advisory firms in Canada and the US, and delivers one-of-a-kind programs so advisors can create the success they want.   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

Schedule a complimentary virtual coffee with me and let’s talk! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris    When I was a teenager, I would work at Woodbine Racetrack for a very successful horse trainer. I would observe how he worked - not that much. I come from a family of proud workaholics and he was the complete opposite. Yet he was so confident and successful. One day, I grew the courage to ask him what made him so successful. The one piece of advice he gave me is something that shaped my future and I still use to this day.    Today, I’ll share that one piece of advice and hopefully it can spark something inside of 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

Schedule a complimentary virtual coffee with me and let’s talk about what technology tools you’re using at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris    Today, we’re digging deep into estate planning and how technology is even expanding to help your clients with what happens with their money at the end of their life.   Talking about this topic with us is Danny Lohrfink. He’s the Co-Founder and Chief Product Officer of wealth.com, the wealth management industry’s leading estate planning platform, empowering 400+ wealth management firms, including independent RIAs, aggregators, broker-dealers, custodians and wirehouses to offer modern, comprehensive and sophisticated estate planning solutions to their clients.  As Chief Product Officer, Danny is responsible for all product-related activities, including strategy and execution.   Prior to Wealth, Danny served as Business Lead of SoFi’s wealth management division, SoFi Invest. Before that, Danny held several roles at Goldman Sachs Private Wealth Management. Most recently, Danny was a Vice President on the PWM Management team, where he was responsible for leading strategic projects and initiatives. Danny was a standing member of the Operational Experience Group (OEG) and the Client Experience Group (CEG).    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

Schedule a complimentary virtual coffee with me and let’s talk about how you position your business at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris    There are thousands of financial advisors and financial institutions vying to earn the business of millions of Canadians. While many people do similar work, it’s so important to know how to make yourself stand out in such a crowded space. This becomes the basis of your brand.    Our guest today is here to help you learn how to position yourself in this crazy and crowded marketplace so that prospective clients know exactly why they should hire you.    David Finley is the Founding Partner and Chief Strategist of Wealth Brand Partners. They’re the expert in the fine art of positioning strategy, helping top wealth advisors further differentiate and maximize relationships with their most valued clients and prospects in today's world.    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

Schedule a complimentary virtual coffee with me and let’s talk about what’s going on in your business and neighborhood that I should know about! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris    There are many news topics that affect the wealth management business. Whether it’s a government policy change or something that happens around the world and everything in between. I have chats with advisors about these stories nearly every single day. And trust me when I say I have a few opinions about them!    This week, I’ll be looking at some of the news stories and policies that are shaping our business and your client’s money.    If there’s something going on in your neighborhood or province that is affecting your business or your client’s money that I might not know about, but would be good for others across the country to know about, let’s talk! Let’s schedule a coffee and chat about it.    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

Schedule a complimentary virtual coffee with me and let’s talk about how you create moments of delight for your clients in your business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris    Warren Buffett once said “Any business with delighted customers has a sales force they won’t have to pay; You don’t see them, but they are talking to people all the time.”   There are countless tools available today to help entrepreneurs market their services to current and potential clients. But what really makes you stand out?    Nat Korol is here to talk about how you can create moments of delight for your clients, and that ultimately can lead to a growing business through increased client retention and referrals!   Nat Korol combines 15 years of marketing experience from working in finance, investor relations, media distribution, and brand marketing to help organizations identify marketing niches and translate them into tangible business outcomes. As a co-founder of a Toronto-based B2B creative marketing firm, Hyphen, Nat's focused on building a responsible culture and a sustainable business that's leading the change on how agencies operate.   Since 2016, Hyphen has partnered with over 50 organizations to deliver impactful digital marketing strategy and design, all while donating 1% of their revenue (not profits) to Environmental Defense Canada via 1% for the Planet Business Members, and on average, taking 3 weeks vacation plus 2 weeks off over the winter holidays annually!   Her passion for learning and sharing her knowledge has led her to lecturing on Content Marketing Strategy to post-graduate students at Humber College and on Professional Media Sales to fourth-year undergrads at University of Guelph-Humber. She was nominated for Canada’s Top 40 Under 40, and was named Top B2B Marketing Strategist of the Year 2023 by International Association of Top Professionals.    Learn more about Hyphen at http://hyphenco.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

Schedule a complimentary virtual coffee with me and let’s talk about how you’re using A.I. and technology in your business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris   Everywhere you turn, people are talking about A.I. - artificial intelligence. It’s becoming a major player in every industry and on the way to being part of our everyday lives at a very fast pace.     But if you’re like me, you’re probably asking “What is A.I.?” For those of us in the wealth management industry, is it something we should worry about or something we can harness and use?   Joining me to answer these questions is someone that is involved in the A.I. world in our industry, Brad Joudrie from Conquest Planning!   As the Chief Revenue Officer at Conquest Planning Inc., Brad Joudrie brings a wealth of experience in the technology arena. He holds an Honours Bachelor of Commerce degree from McMaster University and has nearly two decades of expertise in the field.   Following a successful career in sales and sales leadership roles within the human capital management space, Brad transitioned to financial services technology, where he led global sales for Advicent Solutions (NaviPlan), making significant contributions to the company's growth.   Following this, Brad took on the challenge of expanding Quovo Inc., a leading data aggregation technology firm, into the Canadian market until its eventual sale to Plaid. In 2019, he joined Conquest Planning to spearhead go-to-market efforts as its Chief Revenue Officer.   Conquest Planning has since established itself as a market leader in the financial advice space in Canada, with recent expansions into both the UK and US markets, in large part thanks to Brad's strategic guidance.   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

Schedule a complimentary virtual coffee with me and let’s talk about how you cater to high net worth investors! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris    Succession is a reality for everyone. Believe it or not, one day, you’re going to be ready to retire and enjoy the fruits of your hard work over the years. To do it right, it takes planning, preparation and the right mindset.    Today, we’re talking to someone who has gone through the process and had a successful exit from his business, Ron Harvey. We’ll dig into his story and how he was able to successfully put together a succession plan, look after his clients and still keep his hand in the industry he loves so much.    Ron Harvey has been a financial advisor for 30 years. He was Senior Financial Advisor with IPC for 9+ years and is a proud recipient of IPC’s Legacy Award in 2022. Before IPC, he was a Senior Financial Advisor and branch manager for two other firms. In his volunteer roles, he is Chair of the Board of FP Canada and has been a board member since 2017. He was a board member of CPA Ontario from the time of the merger of the three accounting bodies in 2014 until 2017. Prior to that, he was chair of CGA Ontario at the time of the merger. I am a Fellow of CPA Ontario and am also an FP Canada Fellow.   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

Schedule a complimentary virtual coffee with me and let’s talk about how you cater to high net worth investors! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchri   Every financial advisor wants to serve the high-net-worth market.  However, the rich are different from you and me.  They have specialized needs and other considerations that involve more than just looking for someone to manage the money.   It takes a lot to put together the right set of professionals to help high net worth individuals solve their financial problems.    Our next guest has done just that.  In a short period of time, Dean Trudeau has built a truly unique offering for his clients gathering a team of professionals together in one location to serve client needs.    Dean Trudeau is the Founder of OPES Family Advisory in Ottawa and heads up the investment strategy Committee as lead portfolio manager. Dean began his investment career in 1987 and has held the designation of CERTIFIED FINANCIAL PLANNER™ for over 25 years. Dean’s deep commitment to his field, his enthusiastic initiatives, breadth of knowledge, and experience have made him a formidable speaker all over Canada.  Throughout his outstanding career, his diligent work has been recognized with many industry awards.   What do you do to cater to high net worth individuals? Are you looking to expand your business in this market? I’d love to chat with you about your business and show you how I can help! Let’s schedule a virtual coffee and chat.    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

Schedule a complimentary virtual coffee with me and let’s talk about how you offer five star service in your own business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris    I recently had the good fortune to travel through Southeast Asia on an epic 17 city tour. Travel is one of my passions. It allows me to see how the rest of the world lives, their cultures and most importantly their food!  I love to embrace new places and study what makes them different from us in North America.   When you travel as much as I do, you get to stay at many different types of hotels and dine at different restaurants. Some disappoint, some meet your expectations and others are so outstanding that you must tell everyone you meet about your experiences.   After my last trip, I started to take notes on why some places were so fantastic and stood out from the others. And why some could charge a big premium for what they do for essentially the same commodity.    In this episode, you’ll learn the three things these five star companies do so well that you should integrate into your own business.    What do you do to offer a five star service to your clients? Let’s have a virtual coffee and talk about it!   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

Schedule a complimentary virtual coffee with me and let’s talk about how I can help you grow your business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris    As we continue our series of conversions with the regulators, today I’m talking with the new CEO of  Canadian Investment Regulatory Organization (CIRO), Andrew J. Kriegler.   In this episode, we discuss… The purpose of an SRO and the story behind the merger of IIROC and MDFA.The benefits of the merger for advisors and consumers.The challenges Andrew and his team are facing through the merger process.The recent white paper that was issued regarding commission redirection   Andrew J. Kriegler is the inaugural CEO of the Canadian Investment Regulatory Organization (CIRO) formed on January 1, 2023, through the amalgamation of the Investment Industry Regulatory Organization of Canada (IIROC) and the Mutual Fund Dealers Association of Canada (MFDA).   In late 2014, Andrew was appointed President and CEO of the Investment Industry Regulatory Organization of Canada (IIROC), CIRO’s predecessor organization. Before coming to IIROC, Andrew served as Deputy Superintendent of the Office of the Superintendent of Financial Institutions (OSFI) where he was responsible for the prudential supervision of Canada's federally regulated financial institutions. He also spent 25 years in the private sector, most recently as Treasurer of CIBC from 2008 to 2012, and earlier as Senior Vice President & Chief Human Resources Officer of Moody's Corporation, parent of the credit rating agency Moody’s Investors Service, where he had been the Canadian Country Managing Director.   Andrew has also worked as a treasury executive, as a securitization and debt capital markets banker, as an analyst and then a trader on a mortgage-backed securities trading desk.   What do you do in your business to make sure you are compliant? How do you protect not only yourself but your clients? Let’s have a virtual coffee and talk about it.    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

Schedule a complimentary virtual coffee with me and let’s talk about how I can help you grow your business! https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris    We have challenges we face in life. Having the right mindset helps you overcome the challenges.    My guest today has had unbelievable obstacles in his family’s life. Their successful business was destroyed by bombs. They were displaced from the country of their birth. They moved to Canada, a country they had never been to before, to start a new life.   By combining entrepreneurship and the principles that matter most to them, they’ve not only built a successful business, but a business that gives back to the community and the world everyday.    Meet Tareq Hadhad, the founder and CEO of Peace by Chocolate.    In 2012, the Hadhad’s home and factory that housed the family chocolate-making business were destroyed which forced them to seek safety in other countries. A former medical student at Damascus University and long-time peacekeeping advocate, Tareq joined medical relief efforts after arriving in Lebanon. A new life began when Tareq and his family were welcomed to Canada on a community-based sponsorship.    Passionate about peace and entrepreneurship, his family relaunched the family business to recreate the chocolates they once exported across the Middle East and their story has turned into an international inspiring phenomenon.   Author Jon Tattrie wrote a book about the Hadhad’s story which has become a bestseller. A feature film, Peace by Chocolate, also based on the family’s story, premiered at the Tribeca Film Festival and launched in Cineplex theaters across    Tareq speaks on the compelling story of his family, the positive impact of newcomers, and the spirit of resiliency, entrepreneurship and giving back.   Tareq and I talk about: His story - from How your journey in entrepreneurship is part of a much larger story that’s bigger than you!Understanding the value of people in your business - from clients to employeesYour ROK (Return on Kindness) is more important than your ROIThe importance of your values in leadership.    What adversities have you gone through in your business? We all have a story and I’d love to hear yours! Let’s have a virtual coffee and talk about it.    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

Do you have questions about your succession plan? If so, let’s chat! Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris    Entrepreneurs often come up against one of their biggest challenges when it’s time to exit their business. Undoubtedly, there’s lots to think about: clients, staff, and themselves. I’ve sold my business numerous times and had the same anxieties and sleepless nights every time.   Each time, I had questions: How do I maximize the value of my business? How do I determine who my successor should be? How will I know my clients will be looked after? What happens to the loyal team that helped me build my business? How do I extend the legacy I have built?   If you’re at this stage of your entrepreneurial journey, this episode is for you.    John Novachis, the Executive Vice President of Corporate Growth and Development at IPC spends his days working with independent financial advisors, to help them navigate this crucial part of entrepreneurial journey. With over 25 years in the business, John has helped many Advisors prepare for and succeed their business well. This includes supporting them in overcoming challenges, identifying the right succession strategy, and maximizing the value they can extract from their business.     John and I talk about: His own journey and how he helped develop IPC Pinnacle, IPC’s corporate branch model, which is a succession option for independent advisors in Canada.The other strategies for succession Advisors have in today’s business environment.The biggest concerns and opportunities Advisors face with succession planning.   I’ve been through the succession planning process myself. If you need someone to have a conversation with and talk about your current plan, I’d love to personally chat with you about yours over a virtual coffee!   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

Although all of us wished we lived in a world where everyone played fair, we know there’s no such place.  In every industry, there are regulators to keep the consumer safe, especially in the financial industry.   I have said this before: We are in the business of trust. People trust that the advice we give them is in their best interest.   Regulators are there to make sure that we are following a consistent methodology and have the notes and paperwork to prove it. This is not an enviable role to play. Believe it or not, entrepreneurs sometimes don’t like their integrity being questioned or to show their work. This can cause undue friction because after all they are only doing their job.    At our recent National Fall Summit in Halifax for advisors, we had the pleasure of hosting a fireside chat with today’s guest. And as I sat in the audience, I realized that the regulators never really get to tell their side of the story and their perspective.   That changes now.   On this episode, I chat with Karen McGuinness who runs the new ‘Office of the Investor’ at the Canadian Investment Regulatory Organization (CIRO). She was previously president & CEO of the Mutual Fund Dealers Association (MFDA), and has held positions at the Enforcement branch at the Ontario Securities Commission (OSC).  She is quite the authority on regulations, the (Self-Regulatory Organizations) SROs and what exactly regulators are looking for out there.    What do you and your team do stay compliant? How do you work to build and show trust with your clients? I’d love to hear what you do over a virtual coffee!   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 loved this episode, I’d appreciate it if you would follow 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!   Chris

It’s a new year! The next 12 months are a blank canvas that we can turn into something amazing for our business and in life. They call it a New Year’s resolution, so of course there will be a lot of talk about goals, visions, and plans for what we want to accomplish in the new year. And by the end of Q1, so often we feel as if we didn’t take as much action on what we want to accomplish. Have you experienced that?    But how do we effectively turn strategy into action? How can we do this well and drive growth for our business, our clients, and our lives? How do we make those big plans happen?    Our guest today is an expert on that and has literally written the book on it - Keita Demming!   As an Author, Trusted Advisor and Thought Leader in design, strategy, and innovation, Keita strongly believes that the more we learn from others, the more likely we are to find our journey a little easier. His clients describe him as helping people become better businesspeople and better people in business.    His book, Strategy to Action is described as “a practical methodology that will turn your biggest ideas into real offerings in your business and life.” He is an award-winning educator and coach who is working to transform companies into places and spaces that are idea-driven and people-centred. As a high school dropout turned PhD, he now uses education and coaching as a tool to help clients thrive professionally and personally.    Learn more about Keita and pick up his book, “Strategy to Action: Run Your Business Without It Running You,” at https://keitademming.com/   What do you want to accomplish in the new year? How are you going to take your strategy and turn it into action?  I’d love to hear your stories and chat over a virtual coffee!   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 loved this episode, I’d appreciate it if you would follow 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!   Chris

What a year 2023 was! I’ve decided to call it “the year of overcoming obstacles.”   There is an old proverb that says “may you live in interesting times.” Times are sure interesting right now and for us, that can be a good thing!   In this end of the year wrap up, I’m taking a look back at the challenges we had to face in 2023, how challenging times can be a GOOD thing for advisors and I’ll share the three things you need to do in the new year to succeed.   What do you want to accomplish in the new year? How are you going to take the lessons you learned in 2023 and use them to fuel your 2024?  I’d love to hear your stories and chat over a virtual coffee!   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 loved this episode, I’d appreciate it if you would follow 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!   Chris

All great businesses create a community. They create a sense of belonging to something with people who have similar things in common.  This is very true in the wealth management business, too. Great advisors create a community with their clients, share ideas and give them a sense of belonging.     There is no better example of this than Renée Rebelo.   During the pandemic, Renée went live on Facebook everyday for 30 days during lockdown. From that, she built a community of followers, gained clients and received a book deal! She shares how she has also built a community around mixing her two passions: travel and financial planning.    Renée F. Rebelo is an award-winning industry leader and recognized as one of the top 50 professionals in her field. As a Financial Motivational Speaker and Leading Financial Strategist, Renée’s passion is to assist people, execute strategies and develop solutions that directly support their financial visions. When Renée’s dad died suddenly at the young age of 42, she watched as her family lost everything and learned the hard way why proper financial planning is so important.  This led her into the financial management industry 20 plus years ago.  Now as a busy independent mom of two young adults, Renée manages two separate businesses and strives to educate, motivate, and empower people to achieve financial success.   She’s a Certified Financial Planner, Certified Divorce Financial Analyst® Professional and Wealth Advisor, Renée has helped hundreds of people to organize their financial life and live their financial freedom, giving people peace of mind!   What do you do to build community with your clients? Have you learned how to leverage social media to stay connected with them? I’d love to hear your stories and chat over a virtual coffee!   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 loved this episode, I’d appreciate it if you would follow 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!   Chris