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:
- Med-Wealth Financial Services
- LinkedIn: John Soutsos
- LinkedIn: Alex Soutsos
- LinkedIn: Med-Wealth Financial Services
- X (formerly Twitter): Med-Wealth Financial Services
- info@med-wealth.ca
- 905-568-2000
- 1- 888-568-1170
Connect with Chris Reynolds:
- LinkedIn: Chris S. Reynolds
- Website: Chris Reynolds
- Investment Planning Counsel
- Turning the Page Podcast
- The Six Circle Strategy by Chris Reynolds
About Our Guest:
Chris knows people. Using his natural relationship-building skills and strong business acumen, he founded Inve
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