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Are these your long term Business Objectives?

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Title: Are these your long term Business Objectives?


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Are these your long term Business Objectives?
  • Design a business strategy that is simple and can
    be applied consistently to your target clients
  • Differentiate yourself from your peers
  • Attract more Segment 1 clients to your business
    and filter out unprofitable relationships (less
    clients more assets)
  • Provide a WOW type of client experience to
    increase client retention and increase referral
    to client ratio
  • Keep the cost of servicing clients low and build
    on your scalability
  • Develop a steady cash flow to minimize
    uncertainty
  • Build a business system (franchise) that is
    easily transferable and maximize enterprise value
  • Make more money and have more freedom

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Are these challenges in your Business?
  • Revenue is declining while the cost to attract
    and service clients is increasing
  • Administration is a challenge and adds overhead
    to your business
  • Specific client communication becomes more
    difficult as your business grows (lose client
    intimacy)
  • Client reviews become time consuming and at times
    inconsistent, often focused only on investment
    performance and not the soft issues of wealth
    management
  • As competition increases, it has become harder to
    retain key client relationships
  • Most target clients already have an Advisor how
    are your services different and compelling?
  • Compliance and supervision of investing
    activities are becoming a greater burden

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Why Join Investment Planning Counsel?
  • The independent wealth management industry has
    changed and as result, Advisors need to change
    how they operate their business
  • The best way to protect and aggressively grow
    your business into the future is to differentiate
    your value proposition
  • Advisors have to re-vamp their businesses to
    overcome their current challenges and achieve
    their long term goals
  • Thats why IPC has come up with a truly
    distinctive business model the award-winning
    Total Client Experience and the Advisor Portfolio
    Management Service

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Who is Investment Planning Counsel?
  • Leading independent wealth management company
    founded in 1994 by Chris Reynolds and Steve
    Meehan (both Advisors themselves)
  • Offers a complete range of professional financial
    products and services including MFDA IIROC
    platforms, insurance and estate planning, unique
    money management solutions, and private banking
    services
  • Majority owned by IGM Financial Inc., a TSX
    listed company and a member of the Power
    Financial Group of companies
  • Equity ownership participation by advisors and
    management
  • Licensed in every province in Canada
  • Business plan focuses on developing the tools,
    products and culture to become the company of
    choice for experienced wealth management
    professionals

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IGM Financial a member of Power Financial
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Our Core Values
  1. We continually strive to provide our advisors
    with a WOW-like Customer Service experience
  2. We hold ourselves and each other Accountable to
    high standards and agreed-upon results
  3. We value Trust and endeavour to build a high
    level of it in all interactions
  4. We believe that success is only achieved through
    Collaboration among our team members
  5. We take the time for the Celebration of our
    successes and the differences we make to our
    clients, in our communities and in our industry

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Our Value Proposition
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What is the Total Client Experience?
  • A wealth management business system
  • Sets out a clear and easy to follow strategy for
    turning prospects into clients and clients into a
    reliable source of steady referrals
  • Uses a sophisticated series of compelling and
    fully customizable communication and presentation
    templates
  • Guide your clients from information gathering and
    planning to implementation and progress review,
    covering all areas of financial planning

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The TCE Process
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The Benefits of implementing the TCE
  • 1. Generate more referrals
  • 2. Increase loyalty decrease attrition
  • 3. Get the most from each client contact
  • 4. Decrease meeting prep. time
  • 5. Get IPC advisor best practices
  • 6. Advisor peace of mind
  • 7. Reduced staff turnover

More time to focus on client
relationships Grow Revenueand Profitability
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Canadian Investment Awards Advisor Education
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What are Advisors saying?
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TCE Components
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Client Introduction Kit
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Customized Brochures
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Dream Journal
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PowerPoint Templates
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TemplateLetters
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Total Client Experience Boot camp
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Total Client Experience Website
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Simplifying Portfolio Management
Advisor Portfolio Management Service
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Portfolio Management Services
  • To help our Advisors simplify their offering, we
    have created a
  • platform which will
  • Design portfolios to your specifications based on
    your clients objectives
  • Select, monitor and replace investment
    specialists for each component of your selected
    portfolios
  • Automate all portfolio rebalancing based around
    your parameters
  • Automate the process of moving DSC to front end
    (MFDA) to give your clients more flexibility
  • Simplify client and performance reporting
    delivery provide supporting portfolio
    performance information

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Why change?
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Due Diligence
  • If you are interested in exploring how IPC can
    help you to build a
  • better business, we would recommend that you take
    a day to
  • attend one of our TCE Demonstrations. In this
    demonstration, you
  • will learn
  • How your business can benefit from implementing
    the TCE business system
  • How our Advisor Portfolio Management Service can
    simplify your offering and help you focus on your
    clients financial plan
  • The culture of IPC our focus on helping you and
    your team build a better business
  • To book your own TCE Demonstration, please click
    here
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