Tag: Wealth Management
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:

Register for one of our upcoming events:

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.
Confessions of an Entrepreneur with Chris Reynolds – Part 1 (Ep. 57)

Confessions of an Entrepreneur with Chris Reynolds – Part 1 (Ep. 57)

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Success stories often look inevitable in hindsight, but the real lessons come from the messy, uncertain early days. 

In this episode, John and Alex Soutsos sit down with industry leader Chris Reynolds, co-founder and executive chair of Investment Planning Council, to discuss what it takes to build a business from scratch. Chris shares how a chance encounter at 15 sparked his fascination with financial services, how the industry evolved from simple insurance offerings to a trillion-dollar mutual fund marketplace, and why every entrepreneur eventually reaches a turning point that forces them to grow or stay small.

Listeners hear candid stories about misjudging people, trusting instincts, battling regulatory change, surviving failed deals, and learning to let go. Chris also explains why independent advice still has a massive runway in Canada and why talent, simplicity, and relationships matter more than anything.

What to expect:

  • The early mindset that shaped Chris’s career
  • Candid stories of hard lessons and costly mistakes
  • How IPC grew through acquisitions and advisor centered design
  • What the future looks like for independent advisors
  • And more!

Resources:

Register for one of our upcoming events:

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.
Separating Facts from Fear in Today’s AI-Driven Market (Ep. 56)

Separating Facts from Fear in Today’s AI-Driven Market (Ep. 56)

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Many investors are trying to make sense of AI valuations, rapid market reactions, and the headlines that shape short-term narratives. 

In this conversation, Alex and John Soutsos look at how sector trends, company fundamentals, and broader market data can help put these discussions in context.

They review how investors often respond to media commentary, where valuation measures can be useful, and how companies in fast-growing industries manage capital, reinvestment, and long-term planning. They also outline how portfolio managers adjust to changing conditions over time.

What to expect in this episode:

  • How investors interpret AI headlines and what often drives short-term reactions
  • Where valuation tools, including PEG ratios, fit into long-term analysis
  • How large companies in fast-growing areas allocate capital and manage continued expansion
  • How portfolio managers use data rather than themes when building or adjusting positions
  • And more!

Resources:

Register for one of our upcoming events:

Connect with Med-Wealth Financial Services: 
Building a Brand That Feels Real with Megan Matthews – Part 2 (Ep. 55)

Building a Brand That Feels Real with Megan Matthews – Part 2 (Ep. 55)

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We’ve all heard the phrase “Your brand is what people say about you when you’re not in the room.” 

But what if you don’t know what they’re saying?

In this episode, brand strategist Megan Matthews joins John and Alex to unpack what makes a brand unforgettable and what makes it forgettable. From taking over her father’s firm, Instinct Brand Equity, to working with elite firms on their emotional resonance and strategic positioning, Megan shares powerful insights into why branding must evolve with intention.

Whether you’re running a family business or managing a legacy firm, this episode will challenge the way you think about identity, trust, and perception.

Here’s what you’ll learn:

  • Why PR overtook advertising and what brands must do now
  • What it’s really like stepping into a parent’s legacy business
  • How emotion, not just logic, builds brand loyalty
  • The biggest brand risk no one talks about: being “good enough”
  • And more!

Resources:

Register for one of our upcoming events:

Connect with Med-Wealth Financial Services: 

Connect with Megan Matthews:

About Our Guest: 

Megan has an inherent ability to suss out the heart of a Brand’s story. 

It’s this Instinct-led approach, paired with twenty years of global experience as a PR and marketing communications executive, an astute understanding of the ever-changing digital marketing and social media landscape, and a genuine love of Brand storytelling, that makes her expertise highly sought-after. 

Whether working with an emerging company or an established Brand, Megan specializes in helping to articulate and define that Brand, ensuring Brand distinctiveness. Her years of experience as an executive team leader have helped countless company managers, directors, and CEOs find their own passion in Brand-building and become advocates of Megan’s straightforward Rules & Tools, the fundamental pillars of ultimate success.

Offering more than Brand clarity and purpose, and PR capabilities, Megan has honed her extensive skill set in crisis and reactive communications, executive profile building, social media marketing, influencer management, media coaching, brand partnerships, and event management on a global scale, working both in-house and in-agency in London, New York, and Toronto.
Building a Brand That Feels Real with Megan Matthews – Part 1 (Ep. 54)

Building a Brand That Feels Real with Megan Matthews – Part 1 (Ep. 54)

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What do your clients feel when they think about your brand?

Megan Matthews has spent over 20 years helping companies answer that question with honesty and precision. In this conversation, she joins Alex and John to unpack how branding isn’t just a logo, tagline, or marketing campaign; it’s a living story built on trust, consistency, and emotional connection.

This episode explores how brands grow, stumble, and evolve through leadership shifts, family legacy, bold marketing moves, and moments that define what they stand for.

Here’s what to expect:

  • Why PR became the next big wave after the “Mad Men” era
  • How family businesses carry both a legacy and a weight of expectation
  • What separates a feeling-first brand from a forgettable one
  • Why some bold marketing campaigns work and others crash and burn
  • And more!

Register for one of our upcoming events:

Connect with Med-Wealth Financial Services: 

Connect with Megan Matthews:

About Our Guest: 

Megan has an inherent ability to suss out the heart of a Brand’s story. 

It’s this Instinct-led approach, paired with twenty years of global experience as a PR and marketing communications executive, an astute understanding of the ever-changing digital marketing and social media landscape, and a genuine love of Brand storytelling, that makes her expertise highly sought-after. 

Whether working with an emerging company or an established Brand, Megan specializes in helping to articulate and define that Brand, ensuring Brand distinctiveness. Her years of experience as an executive team leader have helped countless company managers, directors, and CEOs find their own passion in Brand-building and become advocates of Megan’s straightforward Rules & Tools, the fundamental pillars of ultimate success.

Offering more than Brand clarity and purpose, and PR capabilities, Megan has honed her extensive skill set in crisis and reactive communications, executive profile building, social media marketing, influencer management, media coaching, brand partnerships, and event management on a global scale, working both in-house and in-agency in London, New York, and Toronto.
Building Wealth Through Concentration (Ep. 53)

Building Wealth Through Concentration (Ep. 53)

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Wealth creation often sparks debate: should you diversify or concentrate? 

In this episode of Prescribing Prosperity, John and Alex Soutsos unpack the strategies behind their portfolio. They explain why concentration, when paired with discipline and active management, can lead to better long-term outcomes.

John and Alex also share their perspectives on portfolio evolution, active management, and the global outlook for investing in U.S. markets.

Key points:

  • The difference between concentration and diversification in wealth building
  • How Med-Wealth’s Defensive Growth portfolio evolved over time
  • Why comparing to the S&P 500’s top 25 holdings provides a clearer benchmark
  • The importance of rejecting false narratives in markets, like tariffs causing inflation
  • Why the U.S. remains the strongest market for long-term investing
  • And more!

Register for one of our upcoming events:

Connect with Med-Wealth Financial Services: 
What Great Leaders Actually Do with Charles Sue-Wah-Sing – Part 2 (Ep. 52)

What Great Leaders Actually Do with Charles Sue-Wah-Sing – Part 2 (Ep. 52)

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What’s more dangerous, burnout you can see, or the quiet stress that masks itself as productivity?

In Part 2 of our conversation with executive coach Charles Sue-Wah-Sing, we dive into the hidden layers of leadership that aren’t found in your resume. This episode tackles the evolution of leadership in a post-pandemic world, from the psychology of remote work to the silent toll of always “being on.” 

We explore how to lead with clarity, delegate with purpose, and protect your energy without sacrificing performance. It’s equal parts tactical and therapeutic.

Expect insights on:

  • How remote work is reshaping leadership, social skills, and career trajectory
  • Why rest and boundaries are not just personal, but professional imperatives
  • The surprising impact of tech addiction on modern leadership
  • Why mentorship gaps are creating risk at the highest levels of organizations
  • And more!

Previous Episode of Interest:

Connect with Med-Wealth Financial Services: 

Connect with Charles Sue-Wah-Sing:

About Our Guest: 

Charles Sue-Wah-Sing is an executive and leadership coach. He supports his clients in their exploration of their inner leader and how it applies in their work, personal relationships and out in the world. Through coaching, Charles’s clients have experienced a greater sense of clarity, purpose, and fulfillment in all aspects of their lives.​

Previously, he spent over 25 years as a digital product design strategist and consultant working with emerging technologies in marketing, communications, and commerce platforms for many industries, from pharmaceuticals, finance, media, transportation, and academia. However, he feels his greatest achievement involved building up individuals and teams to be more effective creative leaders.

It’s his belief, by doing our inner work of growth and transformation, we are better prepared to doing the outer work. It’s by taking full responsibility for our personal growth, we learn to create from everything, in a way that inspires, and connects with the people in our lives.
What Great Leaders Actually Do with Charles Sue-Wah-Sing – Part 1 (Ep. 51)

What Great Leaders Actually Do with Charles Sue-Wah-Sing – Part 1 (Ep. 51)

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Some people are promoted into leadership. Others grow into it. But what happens when they don’t?

In this powerful conversation, John and Alex Soutsos sit down with executive coach Charles Sue-Wah-Sing to talk about what’s really missing in today’s corporate leadership and why it’s costing organizations more than they realize. From mentorship gaps to emotional burnout, Charles shares real stories and practical takeaways from over a decade of coaching leaders at every level.

They explore what separates the bosses people tolerate from the leaders people trust, and how to become the latter.

You’ll learn:

  • Why strong leadership is less about control and more about connection
  • How burnout, tech addiction, and isolation are undermining effectiveness at the top
  • The real cost of promoting the wrong people for the wrong reasons
  • What every leader should be asking themselves before accepting more responsibility
  • And more!

Connect with Med-Wealth Financial Services: 

Connect with Charles Sue-Wah-Sing:

About Our Guest: 

Charles Sue-Wah-Sing is an executive and leadership coach. He supports his clients in their exploration of their inner leader and how it applies in their work, personal relationships, and out in the world. Through coaching, Charles’s clients have experienced a greater sense of clarity, purpose, and fulfillment in all aspects of their lives.​

Previously, he spent over 25 years as a digital product design strategist and consultant working with emerging technologies in marketing, communications, and commerce platforms for many industries, from pharmaceuticals, finance, media, transportation, and academia. However, he feels his greatest achievement involved building up individuals and teams to be more effective, creative leaders.

It’s his belief, by doing our inner work of growth and transformation, we are better prepared to do the outer work. It’s by taking full responsibility for our personal growth, we learn to create from everything in a way that inspires and connects with the people in our lives.
The Real Cause of The Great Depression with Robert P. Murphy – Part 2 (Ep. 50)

The Real Cause of The Great Depression with Robert P. Murphy – Part 2 (Ep. 50)

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Was the Great Depression triggered by the 1929 stock market crash, or by deeper flaws in unchecked capitalism?

In this follow-up conversation, economist Dr. Robert P. Murphy returns to debunk the most persistent myths about The Great Depression and explain what actually caused it, prolonged it, and eventually ended it.

From the Smoot-Hawley Tariff to wage rigidity, aggressive tax hikes, and misguided government intervention, Dr. Murphy unpacks why the Hoover and Roosevelt administrations made things worse, not better. He also shares what this history can teach us about inflation, regulation, and economic policymaking today.

What to expect:

  • Why the stock market crash alone didn’t cause the Depression
  • The real damage done by Hoover’s “interventionist” policies
  • How FDR’s New Deal tried (and failed) to fix a broken system
  • What truly pulled the U.S. out of the economic abyss
  • And more!

Resources:

Connect with Med-Wealth Financial Services: 

Connect with Robert Murphy:

About Our Guest: 

Robert P. Murphy is a Senior Fellow at the Fraser Institute and Chief Economist at Infineo and author of the widely acclaimed book, Choice: Cooperation, Enterprise, and Human Action. He is also a Senior Fellow with the Mises Institute. He received his Ph.D. in economics from New York University. Previous positions include Research Assistant Professor with the Free Market Institute at Texas Tech University, Visiting Assistant Professor of Economics at Hillsdale College, Senior Economist at the Institute for Energy Research, Visiting Scholar at New York University, Research Analyst at Laffer Associates, and Senior Fellow in Business and Economic Studies at the Pacific Research Institute. Prof. Murphy runs the blog, Free Advice, and hosts the podcast, The Bob Murphy Show. 

He is the author of The Politically Incorrect Guide to Capitalism, The Politically Incorrect Guide to the Great Depression and the New Deal, The Study Guide to Man, Economy, and State with Power and Market, The Human Action Study Guide, The Study Guide to The Theory of Money & Credit by Ludwig von Mises, and Lessons for the Young Economist. He has also written hundreds of economics articles for the layperson, has given numerous radio and television interviews on such outlets as Fox Business and CNBC, and is active on Twitter (@BobMurphyEcon).
The Real Cause of The Great Depression with Robert P. Murphy – Part 1 (Ep. 49)

The Real Cause of The Great Depression with Robert P. Murphy – Part 1 (Ep. 49)

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When people hear “The Great Depression,” most think of 1929’s market crash. 

But in this eye-opening conversation, economist Dr. Robert P. Murphy takes us further back, to the real roots of America’s central banking system and how its evolution may have done more harm than good.

From 19th-century boom-bust cycles and railroad speculation to the secret meeting at Jekyll Island that led to the Federal Reserve Act of 1913, Dr. Murphy brings clarity to a history often clouded by politics, panic, and policy spin. He explains why the Fed was created, how it was originally intended to function, and what it’s become today.

What to expect:

  • The Austrian School’s take on boom-bust cycles
  • How JP Morgan acted as a “private Fed” in 1907
  • The truth behind the Jekyll Island meeting
  • Why 1920–21 proves government intervention isn’t necessary
  • And more!

Resources:

Connect with Med-Wealth Financial Services: 

Connect with Robert Murphy:

About Our Guest: 

Robert P. Murphy is a Senior Fellow at the Fraser Institute and Chief Economist at Infineo and author of the widely acclaimed book, Choice: Cooperation, Enterprise, and Human Action. He is also a Senior Fellow with the Mises Institute. He received his Ph.D. in economics from New York University. Previous positions include Research Assistant Professor with the Free Market Institute at Texas Tech University, Visiting Assistant Professor of Economics at Hillsdale College, Senior Economist at the Institute for Energy Research, Visiting Scholar at New York University, Research Analyst at Laffer Associates, and Senior Fellow in Business and Economic Studies at the Pacific Research Institute. Prof. Murphy runs the blog, Free Advice, and hosts the podcast, The Bob Murphy Show. 

He is the author of The Politically Incorrect Guide to Capitalism, The Politically Incorrect Guide to the Great Depression and the New Deal, The Study Guide to Man, Economy, and State with Power and Market, The Human Action Study Guide, The Study Guide to The Theory of Money & Credit by Ludwig von Mises, and Lessons for the Young Economist. He has also written hundreds of economics articles for the layperson, has given numerous radio and television interviews on such outlets as Fox Business and CNBC, and is active on Twitter (@BobMurphyEcon).

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