Tag: Team Building
Confessions of an Entrepreneur with Chris Reynolds – Part 2 (Ep. 58)

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

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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:

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Connect with Med-Wealth Financial Services: 

Connect with Chris Reynolds:

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.
Building Winning Teams with Craig Custance – Part 1 (Ep. 36)

Building Winning Teams with Craig Custance – Part 1 (Ep. 36)

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What drives a successful team?

In this episode, John and Alex Soutsos discuss the fascinating world of sports leadership and team-building with Craig Custance, head of creative development at The Athletic. Tune in as they explore insights from Craig’s book on building winning teams, featuring behind-the-scenes stories from renowned hockey organizations and executives like Lou Lamoriello. Discover what makes great team leaders tick and how industries beyond sports can take a leaf out of their playbook.

Craig discusses:

  • (01:28) His journey from ESPN to building The Athletic 
  • (06:35) Critical decision-making and the importance of learning from leaders like Lou Lamoriello 
  • (15:46) Why some teams get stuck in a perpetual rebuild 
  • (23:08) Effective ownership structures in sports 
  • (25:33) The impact of general managers and what sets the best executives apart from their peers
  • And more

Resources:

Connect with Med-Wealth Financial Services: 

Connect with Craig Custance:

About Our Guest: 

Craig Custance is the Head of Creative Development at The Athletic, a New York Times company. Previously, he was an Editorial Director at The Athletic, where he oversaw the NHL, college football and baseball coverage. As a writer, he spent over a decade as an NHL insider at The Athletic, ESPN and Sporting News. His latest book, The Franchise: The Business of Building Winning Teams was released by Simon and Schuster in October 2024. He is also the author of the book Behind the Bench: Inside the Minds of Hockey’s Greatest Coaches.

Before joining The Athletic, Custance was a senior writer for ESPN The Magazine, ESPN.com and ESPN Insider. He was hired by ESPN after three years as a national hockey writer for The Sporting News.

Custance got his start in journalism at the Atlanta Journal-Constitution, where he was hired in 1999. At the AJC, Custance was part of the Innovations department where he helped launch the newspaper’s digital sports coverage. He also worked on the sports desk as a writer where he covered football, sports enterprise and ultimately became the Atlanta Thrashers beat writer. He left the AJC in 2008 after nearly a decade working for the newspaper.

He’s a graduate of Michigan State University with a degree in journalism and lives in Clinton Township, Michigan with his wife Cassie and three children.

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