Switching DealersFor independent Advisors, the relationship with your dealer can have either a positive or negative impact on your business. The right one will be there for you and help you through your challenges, while the wrong dealership can frustrate and hold you back from achieving your goals.
Change is never easy, but it always breeds opportunity. That’s why you need to ensure that any dealer you are considering can support you in the direction you have set and not provide you with roadblocks.
The Total Client Experience Demonstration
There is no substitute for face-to-face interaction. As a result, we invite you to spend a day with Investment Planning Counsel to learn more about:
• Our award winning business system, The Total Client Experience
• The benefits for our Advisor Portfolio Management Service
• Our Equity and Partners programs
• Our Advisor Office suite of technology and, more importantly
• The people behind the company and our culture
This one-day event will help you make a rational, systematic assessment of your choices, consider the individual needs of your business, and learn how Investment Planning Counsel can help you meet them.
If you would like a hands-on demonstration of how our systems can help you build your business, please click here