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EP. 91 Recent Survey Findings Amongst Advisors and Investors on Succession Planning with IPC’s John Novachis

Learn about what is important for Advisors approaching retirement from a recent IPC conducted survey. Plus, hear from investors and find out what was important to them as advisors start to retire.

Chris Reynolds, Executive Chair and co-founder of Investment Planning Counsel, is turning the page on what it means to build a better business.


Tune in to conversations with visionaries and financial advisors who have walked the path to success for ideas you can implement today.

Earlier this year, IPC conducted a survey of Canadian Advisors & Investors to learn more about how they think and feel about succession planning. As many advisors are reaching retirement age, we wanted to learn more about what’s important to advisors at this time. Plus, we wanted to hear from investors and find out what was important to them as advisors start to retire.


The data has been fascinating to dig through! Joining me today to talk about it and to share what YOU need to know as you plan your succession plan is John Novachis, Executive Vice President of Advisor Growth and Succession at IPC.


Pick up a copy of Chris’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.com 


Schedule a virtual coffee with me at https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris           


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Cheers!

Chris


If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!


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EP. 91 Recent Survey Findings Amongst Advisors and Investors on Succession Planning with IPC’s John Novachis

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