Confessions of an Entrepreneur with Chris Reynolds - Part 2 (Ep. 58) скачать в хорошем качестве

Confessions of an Entrepreneur with Chris Reynolds - Part 2 (Ep. 58)

What separates those who thrive from those who struggle? How do you transition from working in your business to building something that can scale without you? In this episode, John and Alex Soutsos continue their conversation with Chris Reynolds, co-founder and executive chair of Investment Planning Council, diving deeper into the essential qualities that drive entrepreneurial achievement. Chris shares his insights on the importance of taking time off to maintain creativity, the critical distinction between being self-employed and being a true entrepreneur, and how to build teams that complement your weaknesses. He also discusses his approach to client selection, the role of AI in financial services, and why the advice industry will continue to outpace product-focused models. Chris discusses: The six key qualities successful entrepreneurs and individuals possess for both life and financial achievement Why taking significant time off is essential for staying focused, creative, and avoiding burnout How to build sustainable systems that can be duplicated rather than just working for yourself The framework for evaluating and transitioning clients to maximize both profitability and fulfillment The future of independent financial advice and how technology enhances rather than replaces relationships And more! Resources: Confessions of an Entrepreneur with Chris Reynolds - Part 1 (Ep. 57) - https://bit.ly/4j4yoHg Register for one of our upcoming events: January 28, 2026: Retirement Red Zone – Dinner Presentation - https://www.johnsoutsos.com/prospecti... Connect with Med-Wealth Financial Services: Med-Wealth Financial Services: https://johnsoutsos.com/ LinkedIn: John Soutsos:   / johnsoutsos   LinkedIn: Alex Soutsos:   / alexandersoutsos   LinkedIn: Med-Wealth Financial Services:   / med-wealth   Twitter: Med-Wealth Financial Services:   / med_wealth   [email protected] 905-568-2000 1- 888-568-1170 Connect with Chris Reynolds: LinkedIn: Chris S. Reynolds - https://www.linkedin.com/in/chrisreyn... Website: Chris Reynolds - https://chrissreynolds.ca/ Investment Planning Counsel - https://www.ipcc.ca/ Turning the Page Podcast - https://www.ipcc.ca/turning-the-page-... The Six Circle Strategy by Chris Reynolds - https://www.amazon.ca/Six-Circle-Stra... About Our Guest: Chris knows people. Using his natural relationship-building skills and strong business acumen, he founded Investment Planning Counsel (IPC) in 1994. Since then, Chris has helped to grow the company and position it at the forefront of Canada’s ever-evolving wealth management industry. Chris has been involved in the consolidation of the independent wealth management business and is now helping entrepreneurs define their own succession plans. He’s served as President and CEO, now as Executive Chair, and he continues to bring his passion for client experience, people, and business to every facet of his role. Beginning his career as a Financial Advisor, he has served the wealth management industry for over 30 years, consistently contributing, innovating, and sharing his breadth of knowledge and insights on how Advisors can best serve their clients. He’s authored two books, hosted several radio talk shows, and appeared at multiple conferences (Advocis, CAFP) across Canada. Today, Chris focuses much of his energy on inspiring his team to create and embrace new opportunities in the wealth management industry, guided by evolving client needs. He’s a strong advocate for the value of advice delivered by professional financial advisors and consistently encourages all those he works with to efficiently deliver human-centered advice to Canadian families in increasingly impactful and tailored ways. Since 2022, Chris has been hosting the ‘Turning the Page’ podcast where he brings winning ideas and learnings to help advisors better navigate relationships, excel at client experience and overall, build a better business. The podcast has featured a multitude of people from advisory industry veterans to visionaries across different verticals. This year, Chris is currently launching his third and newest book, The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom based on his experiences working with and studying the habits of the very best entrepreneurs in the world.