Why Partnering with the Right Dealer Matters
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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