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Building Your Business

Sharing best practice ideas, tips and insight on how financial advisors can grow their business, and find new areas of success.

By Arantxa Castelino 17 Aug, 2023
"Doing the same thing year after year and expecting the growth and results isn't realistic. Instead, bringing in new ideas, unique ways of thinking and processes that better optimize your business can help."
By Arantxa Castelino 11 May, 2023
Learn more about ESG or 'responsible investing' with IPC Advisor, Sonia LeRoy, Senior Wealth Advisor.
By Corporate 25 Apr, 2023
What is behavioural finance, and how your psychology can affect your market mindset.
By Corporate 31 Mar, 2023
Learn why communication - proper and effective - is key to every client relationship
The Four Disciplines of Execution with Chris McChesney
By Corporate 28 Feb, 2023
Learn about the 4 Disciplines of Execution with Chris McChesney!
Preparing for Impact in 2023 with Ryan Estis
By Corporate 12 Jan, 2023
Kick off 2023 with Ryan Estis, as he discusses everything from elevating client experience, adapting to work and gearing up for 2023.
Embrace Technology to Grow with Mike Waller
By Corporate 24 Nov, 2022
IPC Advisor, Mike Waller talks to Chris about IPC One and using technology as a catalyst for growth in financial advisory businesses. Tune in!
Why Now’s the Time to Become a Retirement Income Specialist
29 Sep, 2022
Are you positioned well to continue to serve clients in the next phase of their lives? Grow your business by shifting your focus to a growing market segment in Canada – the retirement income market.
Winning Opportunities in a Market Downturn with Dan Nolan
By Corporate 15 Sep, 2022
What conversations should advisors be having with clients to help them manage through the current volatile markets? IPC Advisor, Dan Nolan discusses getting to the root of a client's fears, and if done right, how an advisor can lock in client relationships for life.
Part 2: 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.
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