Advice your Way - Looking Ahead to 2021

Sam Febbraro • Dec 16, 2020

In our final video for 2020, EVP Sam Febbraro sat down with CEO Chris Reynolds to discuss this year while looking ahead to 2021. They outline the implications of evolving consumer expectations and how Advisors need to continue to embrace technology to better engage and add value for their clients.

Chris also touches on what IPC did in 2020 to assist Advisors in delivering “Advice your Way” through a variety of digital solutions and programs. Chris goes on to talk about how Advisors can use these tools to build a better business, and that IPC is committed to supporting them every step of the way.

Click here to download the full transcript from this video.

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Before You Sell - Consider This In Your Succession Plan

By John Novachis • 12 May, 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: Succession Planning - The Next Big Thing

By Chris Reynolds • 16 Mar, 2022

The industry has a $400 billion dollar problem. Here's what we can do to prepare.

Valuating your Book of Business – Where “Art meets Science”

By John Novachis • 07 Dec, 2020

When speaking with independent financial advisors, I'm often asked “what is my business worth and how can I make it MORE valuable?” The issue with most valuation methods is that no single approach is 100% correct. Many involve making assumptions that can each impact many “sensitive" variables. In my simple world, the value of any business or transaction for that matter is what a seller and buyer agree is a fair price. To reach an agreement on a fair price, both parties need to see value in the deal.