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Turning the Page

Turning the Page

Written by: Investment Planning Counsel
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“If I have seen further, it is by standing upon the shoulders of giants” – Sir Isaac Newton When Chris Reynolds co-founded Investment Planning Counsel in 1996, he set out on a mission to help entrepreneurial financial advisors build better businesses. Since then, he’s remained steadfast in this mission. Chris believes that at the heart of any great business is remarkable client experience: how you meet the needs of your clientele, how you evolve with them as they change and, ultimately, how you leave your clients feeling about you after every single interaction they’ve had with you and your business. A life-long learner, Chris is always learning from the best of the best – from within our industry and from outside. In his podcast, Turning the Page, Chris will bring you the stories, the lessons, and the winning ideas from the people who have made it and from those who are reshaping the future of financial advice.All rights reserved. Economics
Episodes
  • EP 99: Getting More Done Without Burning Out: The Power of Flow State with Gaby Mengstab
    Jan 19 2026

    As an entrepreneur, it can feel like there’s a million things going on at one time that we must deal with. Client calls, paperwork, compliance, working with your staff, living life and being with your family! Yet so many people can really focus and execute at such a high level, accomplishing amazing things with their time. Sometimes it looks like magic!

    How are they able to do that without burning out?

    My guest today, Gabriella Mengstab, is a performance strategist with over 18 years of experience in financial services, including leadership roles at PIMCO, Allianz, and Perpetual. She’s worked across operations, trading, and business development. But her sweet spot lies at the intersection of sales performance and human potential.

    Gaby specializes in the neuroscience of flow, focus, and cognitive clarity—equipping sales leaders and advisors with tools to reduce overload, unlock deep work, and execute under pressure.

    Gabriella holds an MBA from NYU Stern and is certified through the Flow Research Collective, with extensive training in cognitive behavioral science, neuroscience, breathwork, and meditation. In 2023, a performance training she developed for financial advisors at Perpetual was named a finalist for the Barron’s & MMI Asset Management Awards, recognizing her unique ability to merge commercial acumen with cognitive mastery.

    Gabriella is the founder of KinderWell, a performance consultancy helping financial professionals upgrade their internal operating system so they can lead, sell, and live at their highest level without burning out.

    Learn more about Gaby and her program at https://www.kinder-well.com/about-1

    Follow Gaby on LinkedIn at http://www.linkedin.com/in/gabriella-mengstab

    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

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    53 mins
  • EP 98: Hot Topics for High Net Worth Clients in 2026 with IPC’s Simon Bowers
    Jan 5 2026

    EP 98: Hot Topics for High Net Worth Clients in 2026 with IPC’s Simon Bowers

    Welcome to 2026 and a brand New Year! A clean slate full of possibilities! Before we start to forget our resolutions and the high of the holidays fades away, we’re taking a moment to look back at last year in the financial world AND to talk about the hot topics that might be driving this year’s markets - what should you be looking out for? What’s important for high-net-worth investors right now?

    Joining me today to talk about it is Simon Bowers, Private Wealth Portfolio Manager at IPC. Simon joined IPC in 2022 after a 20-year stint at an investment counselling firm where he was both Head of Retail Trading and a Vice-President & Portfolio Manager. Simon’s portfolio management responsibilities included both a High-Net-Worth SMA for client accounts as well as the firm’s largest fixed income fund. Before then he worked at an independent brokerage firm in trading & trade support and at one of Canada’s largest insurers supporting their demutualization.

    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

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    47 mins
  • EP 97: Chris Reynolds Looks Back at 2025 and Gives You The Playbook to Succeed in 2026
    Dec 15 2025

    As we start to wrap up and put a bow on 2025, I’m taking a look back at everything that happened in the wealth management world in 2025 and giving you the keys to succeed in 2026. I truly mean it when I say there hasn’t been a better time to be in the financial advice business. And if you follow the playbook, you’ll succeed.

    Joining me on my year end podcast is our Podcast Production Partner, Matt Haze from Haze Creative. You can follow Matt on Instagram at http://instagram.com/matthaze

    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

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    40 mins
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