Monthly Archives: October 2026

Position It, Don't Pitch It with Chris Reynolds (Ep. 102)

Don’t Pitch It, Position It with Chris Reynolds (Ep. 102)

Advisor, Business, Coaching, Consulting, Education, Finance, Financial, Financial Advisor, Uncategorized, , , , , , , , , , , , , , , , , , , , , ,

Most advisors talk about alternative investments the way they’d talk about any new product: something to explain, justify, and hope the client buys into. Chris Reynolds says that’s exactly the wrong way to think about it.

Chris has spent nearly three decades building one of the industry’s most respected investment firms and becoming, in Duncan’s words, one of the financial advisor’s greatest advocates. As Executive Chair of IPC Wealth, author of The Six Circle Strategy, and host of his own podcast, Turning the Page, Chris has a front row seat to where the industry is headed, and he isn’t shy about saying so.

Duncan and Chris dig into what they call “both AIs,” artificial intelligence and alternative investments, and the seismic shift each is creating in how advisors build their businesses. They explore why positioning, not pitching, is the key to introducing alternatives into the client conversation, why net new growth increasingly comes from conversion rather than acquisition, and why advisors sitting on decades of market cycles and client relationships have more to offer the next generation than they realize.

Key Highlights Include:

  • Why alts should be positioned, not pitched.
  • Net new growth through conversion, not just acquisition.
  • Why market complacency deserves more attention right now.
  • How “both AIs” are reshaping the advisor’s business.
  • Turning your last five years into your best five years.

If you’re thinking about how to introduce alternatives, embrace AI, or finish your career on your own terms, this conversation offers a clear-eyed playbook.

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About Our Guest

Chris Reynolds is an entrepreneur, author, and Executive Chair of IPC Wealth. After founding IPC in 1994, he spent more than three decades helping build one of Canada’s leading independent wealth management firms. He’s the author of The Six Circle Strategy and host of the Turning the Page podcast, where he explores the leadership lessons, life experiences, and pivotal moments that shape successful people.

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NextGen Advisor Excellence with Alex Murphy (Ep. 101)

NextGen Advisor Excellence with Alex Murphy (Ep. 101)

Advisor, Business, Coaching, Consulting, Education, Finance, Financial, Financial Advisor, Uncategorized, , , , , , , , , , , , , , , , , , , ,

The old rule was simple: earn your stripes the hard way, then make the next generation earn theirs too. Alex Murphy thinks that rule is exactly what’s holding the industry back.

As Chief Operating Officer at Cedarwood Financial Partners and host of the Beyond the Trees podcast, Alex helped found Cedarwood in 2022 with a vision to bring a family-focused approach to business and life. That philosophy shows up everywhere in his work, from how he mentors advisors just starting out to how he thinks about scaling a practice without losing what makes it personal.

Join Duncan MacPherson as he sits down with Alex and digs into what it really takes to build a next-generation advisory business. They cover the full arc of an advisor’s career, from the earliest days of learning to manage volatility and become a client’s first call, to the middle years of navigating mentor-protege dynamics and deciding whether to specialize, all the way through to the final stretch of a career and the shift from generalist to owner of real enterprise value. Along the way, they explore why so many advisors chase growth for its own sake, and what it looks like to build a business that serves a fuller life instead of consuming it.

Key Highlights Include:

  • Why bigger isn’t always better.
  • Teaching new advisors the power of firsts.
  • Building mentorship with purpose, not just skill.
  • Growing down, zooming out, leveling up.
  • The case for niching down over generalizing.

If you’re building a team, mentoring the next generation, or aiming to make your last five years your best five years, this episode delivers a practical roadmap.

Promotions:

Connect With Duncan MacPherson:

Connect With Alex Murphy

About Our Guest:

Alex Murphy is a financial advisor, Chief Operating Officer of Cedarwood Financial Partners, and host of the Beyond the Trees podcast. In 2022, Alex helped found Cedarwood Financial Partners with a vision to bring a family-focused approach to business and life. He is an Accredited Asset Management Specialist™ with more than twelve years of experience in wealth management and is passionate about leadership, relationships, and helping others build a more fulfilling business and life. Outside of work, Alex enjoys traveling and spending time with his wife, Tricia, and their three daughters.

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