Investment Planning Counsel

If you're an entrepreneurial Advisor looking for: ✔️ Support with a defined succession plan ✔️ Business development support and strategy ✔️ Access to industry expertise and wealth solutions We can help! Our goal is to support Advisors optimize and grow their business so they can deliver more value to clients – and we’re doing just that! Just take a look at this year's ratings from Investment Executive's 2024 Dealer Report Card. If you have questions, we'd be happy to connect. #lifeatipc #ipculture #investmentplanningcounsel

The High-Net-Worth (HNW) market is a unique landscape full of its own challenges and unique attributes. As advisors, knowing how to effectively cater and respond to this market is key to success. A few weeks ago, we hosted our annual #fallsummit, including a panel aimed at providing insights on how to deliver a unique experience to the HNW audience. A few takeaways below: ✔️ The advice needs to expand, as the client's situation expands.  ✔️ Having consultants in your corner who can provide tailored support and expertise is immeasurable.  ✔️ As wealth grows, so does the complexity of managing it. What do you think the HNW client experience looks like? Drop your comments below. #highnetworth #practicemanagement #clientexperience

🏛️ Central banks have cut interest rates (again!) 📉 The U.S. Fed signals a policy shift in economic support  🌎 Current geopolitical tensions introduce short-term risks These are some key developments over the last quarter that can have an impact on the market. But remember - these changes shouldn’t distract you from your long-term financial goals. It is important to stay focused and informed. Check out our 3-minute video with insights from IPC Portfolio Services Vice President, Blair Setford on navigating these uncertain times. https://lnkd.in/gJwyvu5R #investmentmanagement #financialgoals #investmentplanningcounsel #ourperspective

To serve your clients well, you, the advisors, need to fully know and understand them.  Having insights into how your clients think, what drives their decisions, and how they operate will allow you to better cater to their needs as well as strengthen your business. Implement the below to level up your client relationships:  🟢 Practice active listening with your clients  🟢 Building trust with your clients   🟢 Dealing with difficult conversations and ensuring that you’re providing consistent support how they need it  In our latest #turningthepage episode, Chris S. Reynolds talks to Meghaan Lurtz, Financial Psychology Lecturer at Columbia University and Partner at Shaping Wealth, about behavioral finance. Meghaan shares actionable strategies in building trust, facilitating difficult conversations and understanding your clients’ feelings. Dr. Lurtz also talks about Shaping Wealth’s educational offerings complementing an advisor’s financial expertise with the interpersonal skills needed to level up. Listen to the full episode to learn tangible tactics and tools on how you can better reach and support your clients.  https://lnkd.in/g4PNWBsB #behavioralfinance #fintech #financialplanning #financialadvisor #investmentplanningcounsel #turningthepage #youxipc #clientexperience #investmentplanningcounsel  

✔️ Supporting advisors through expertise and partnership. ✔️ Providing access to best-in-class technology and systems. ✔️ Freedom to choose how you want to do business. That's the IPC difference. If you're looking to grow and level up your business, we're happy to have a conversation with you! #practicemanagement #investmentplanningcounsel

Investment Reminder: Over the years, markets have faced numerous challenges. With this in mind, investors must remember that timing the market is difficult. Staying invested long-term is ideal and often brings more opportunities than risks from short-term strategies. Our Q3 Update with IPC Private Wealth Portfolio Manager, Simon Bowers, CEA, CIM, CIWM, FCSI, MFA-P, RIAC, PFP, highlights recent economic developments that have moved the markets during the past quarter and what investors should be aware of in the weeks ahead.  Watch the full video below and check out the article for more information. https://lnkd.in/giAjpu7P #investmentmanagement #insightsin5 #privatewealth #investmentplanningcounsel 

Thinking of moving money from your high-interest savings account (HISA) into equities? Dollar-cost averaging (DCA) could be the key. DCA is a strategy where you invest smaller amounts regularly over time, instead of all at once, to reduce market timing risk. Learn how this strategy works and how to incorporate it into your plan with insights from IPC Private Wealth Portfolio Manager, Lee James Bowes, CIM® PFP® FCSI® Read the full article here: https://lnkd.in/gGKnqR-T #movemoneybackintomarkets #dollarcostaveraging #investmentmanagement

In this edition of Our Perspective, IPC Portfolio Services Vice President Blair Setford highlights key drivers behind recent market activity, including rate cuts by the central banks, and the positive outlook for stocks. Blair also discusses near-term risks, such as geopolitical tensions and the upcoming U.S. elections. Tune in to our quick 3 minute video to hear his insights on how investors can navigate these uncertainties while staying focused on their long-term financial goals. https://lnkd.in/gJwyvu5R #investmentmanagement #financialgoals #investmentplanningcounsel #ourperspective

“Good is the enemy of great.” Operating under the “good is good enough” philosophy, is one of the primary reasons companies fail to be great – in a way, they're settling. Implementing the below trifecta will help take you from ‘good to great’: 🟢 What you are passionate about 🟢 What you can be the best at 🟢 What drives your economic engine In our latest #turningthepage episode, Chris S. Reynolds shares learnings from three books that resonated with him and took him from practitioner to entrepreneur. He talks about the changes that you too can implement to level up your business, as a shift in mindset can make all the difference. When it comes to your business, a shift in mindset can make all the difference. Listen to our full podcast to learn more. https://lnkd.in/eUUHv3r3 If you have a favourite book that you’d recommend, please drop it in the comments! #onlinebusiness #financialadvisor #investmentplanningcounsel #turningthepage #youxipc #clientexperience #investmentplanningcounsel

As we approach the season of gratitude, we want to take a moment to express our appreciation for each and every one of our Advisors and team members' hard work, dedication, and positive spirit which makes us truly special. We hope you enjoy this Thanksgiving long weekend with your loved ones, filled with joy, happiness and gratitude! #thanksgiving #gratitude #IPCCares