Do You Have a Succession Plan?
Our Succession Planning Playbook will help you identify your options, define what “success” looks like for you, and includes a six-step process so you can design your own personal succession action plan.
The Entrepreneurial Advisor
Advisors with a Voice
When it comes to real partnership, the voice of our advisors matter. Marie Phillips, Wealth Advisor, explains why.
Building the Next Generation
What does it take to nurture and support the growth of your successor? Some of our advisors share their story.
Dig a Little Deeper
Whether you're looking for new ideas to kick-start your business, resources to support your clients, or clearer insights into our unique culture.
Advisors Like You
Here's what advisors have to say about their experience with IPC
Portfolio Services
Solutions to helps advisors simplify their business
A Unique Culture
A sneak peek into our unique advisor culture.
Investor Insights
The latest client-friendly content to share via email or social.
Succession Seekers
- ✓ Succession Planning
- ✓ Succession Strategies
- ✓ Book Valuation
- ✓ Book Analysis
- ✓ 5-year Transition Plans
