Advice your Way - Looking Ahead to 2021
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.
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?
The industry has a $400 billion dollar problem. Here's what we can do to prepare.
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.
Our Office
5015 Spectrum Way, Suite 200
Mississauga, ON
L4W 0E4
1-877-212-9799
905-212-9799
Aspect
Blog