IPC honoured with Advisor Education Award at 2008 Canadian Investment Awards
Toronto, December 4, 2008: Investment Planning Counsel (IPC) is pleased to announce that the Total Client Experience (TCE) was awarded the Advisor Education Award at the 2008 Canadian Investment Awards held last night.
“Winning this award validates our commitment to providing advisors with innovative practice management tools to help them build a better business,” says Chris Reynolds, President of IPC "we want to especially thank our team at IPC who worked very hard to make this concept a reality."
The TCE is a unique client experience model developed by IPC to support advisors in creating and delivering a consistent client experience when servicing the financial planning needs of their clients. The system provides advisors with a comprehensive range of marketing communication and presentation templates to provide advisors with the foundations to create their own client experience process. It leverages IPC’s own best practice standards and the best practices of its top advisors.
“The program is aimed at helping advisors turn prospects into clients more effectively, generate more business referrals and, increase client loyalty and, in turn, reduce client attrition rates,” Mr. Reynolds explains.
About Investment Planning Counsel
Investment Planning Counsel Inc. (IPC) is an integrated wealth management company focused on providing Canadians with a wide choice in financial products, services and advice to help them live their financial dreams. Founded in 1996, IPC is a leading choice for independent financial planners dedicated to delivering quality, client-focused advice. With $13 billion in assets under administration, IPC is a member of the IGM Financial Inc. (TSX: IGM) group of companies.
About the Canadian Investment Awards
The Canadian Investment Awards recognize leading investment products and firms illustrating an enduring commitment to excellence within the Canadian financial services industry. The awards recognize leadership in the investment industry and represent Canada's wide range of investment products. Awards are determined by a jury of industry experts who determine winners through a rigorous, audited process with long-term focus.