Using the Right Tools to Stay Relevant
Recently, I had the opportunity to chat with Chris Reynolds, Executive Chair, about why partnering with the right dealership matters for Advisors.
In the newest episode of Take 5, we expand on our last conversation by exploring the three critical tools Advisors require to stay relevant in this ever-changing marketplace:
- Embracing technology to deliver advice exactly how clients want to receive it
- Expanding capabilities through digital client experiences
- Leveraging social media to become a top Wealth Management brand
Chris reminds Advisors that high-quality, personalized advice is the precious commodity they can offer clients, and encourages Advisors to embrace IPC’s Total Client Experience (TCE), the best methodologies used to provide technology driven client experiences, to deliver that advice.
To learn more about how to stay relevant and provide exceptional client experiences, listen in to the full discussion.
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.
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.
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