The Investment Planning Counsel Story
If you are like most Advisors, you entered the wealth management industry because of a dream. You wanted to build a successful independent wealth management business, one that would provide quality service to your clients and provide you and your family with freedom–time and financial.
In recent years, the independent wealth management industry has become more demanding due to a number of factors including:
• Greater scrutiny from both regulators and the media
• More demanding clients as a result of wider access to information
• Increased competition
• Falling revenues with rising costs
• And ever increasing abundance of products and choices
Faced with these challenges, you may begin to question your dream.
Investment Planning Counsel (IPC) was founded on one governing philosophy: to help Advisors build a better business. Our company is dedicated to helping our Advisors improve service to clients, gain cost efficiencies, build market share in desired target markets, and increase enterprise value.
We are searching for Advisors who share a vision of mutual success. Accordingly, we need to ensure the right fit. We would like to have both philosophical and economic alignment with every Advisor with whom we partner. In other words, we try to find Advisors who are seeking a win/win/win relationship: a win for the Advisor, a win for clients and a win for the service provider.