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

There is a shift happening in wealth. Recently at one of our seminars, a speaker asked “Who do you think controls the decision making on most of the personal wealth in North America right now?” The answer: Women aged 45-55. Why? Because they make decisions for their kids and their parents as well as their own family.

Within a generation or two, we’ve seen this major shift in who makes decisions when it comes to wealth management. There are so many under-served segments of our community that are becoming major decision makers: women, younger generations and secondary decision-makers in client families.

How do you engage these growing demographics and how do you engage in this traditionally underserved and somewhat untapped market?

Marissa Teeter is a sought-after business advisor, executive coach and keynote speaker/moderator with a solid track record and impressive results as a senior wealth executive and business leader. She has both led and coached leaders who own/run multi-million and multi-billion-dollar enterprises.

Marissa is an exceptional communicator and facilitator and has over 20 years of business development, wealth management and executive leadership under her belt. She has held corporate executive roles, helped build and run a boutique wealth management firm, consulted Fortune 500 companies, and helped fuel a handful of start-up companies along the way. Marissa is also the host of her own podcast, “Teeter Talks.”

Learn more about Marissa and find links to her podcast at https://www.marissateeter.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