Why Partnering with the Right Dealer Matters

John Novachis • Jul 28, 2021

I recently sat down Chris Reynolds, Executive Chair, for an in-depth discussion on why partnering with the right dealer matters.

We explored how Advisors can remain relevant in the ever-evolving financial industry by considering three key questions:

· What are the three things senior Advisors should be looking for in a dealer?

· Is it easy for Advisors to change dealers?

· Why should senior financial Advisors consider joining IPC?

Advisors should always be paying close attention to the kind of culture, tools and technology, and financial rewards their organization offers. If they are considering changing dealers, Chris encourages them to focus on how rewarding the change will be, instead of on how challenging it could be.

In addition, we tackle the aging advisor populations’ biggest concern – Who will take over their business? –and how IPC’s succession program makes that transition good for both the Advisor and their clients.

Listen in as Chris and I discuss how you can ensure that your dealership is best designed to benefit you, and your clients.

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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.