A logo for aspect ipc advisor blog

10 Questions to Ask Your Clients - Creating Financial Peace of Mind

Sam Febbraro • May 26, 2020

As we all start to get back to some sort of normalcy, how you continue to nurture and strengthen your relationships with clients, or find new ways to reach your prospects will help determine your next path of growth. In this video, I share ten questions that you can ask your clients to help them reset and look ahead. 

Before You Sell - Consider This In Your Succession Plan
By John Novachis May 12, 2022
In his latest blog, John Novachis, EVP at Investment Planning Counsel sheds light on emerging trends catching the attention of Advisors, but are these the right choice when considering your succession plan?
Part 2: The Next Big Thing
By Chris Reynolds March 16, 2022
The industry has a $400 billion dollar problem. Here's what we can do to prepare.
How to value your financial advice business
By John Novachis December 7, 2020
In financial advice business valuation, the most understood, predictable and reliable variable is recurring revenues. Understand the factors separating a 3.5x multiplier from a 1.5x.
Share by: