Investment Planning Counsel | Investment Executive https://www.investmentexecutive.com/soundbites/company/investment-planning-counsel/ Canada's news source for financial professionals Tue, 07 Apr 2026 14:13:18 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Investment Planning Counsel | Investment Executive https://www.investmentexecutive.com/soundbites/company/investment-planning-counsel/ 32 32 Trust is the foundation of scalable advisory practices https://www.investmentexecutive.com/soundbites/practice-management-soundbites/trust-is-the-foundation-of-scalable-advisory-practices/ Tue, 07 Apr 2026 17:01:59 +0000 https://www.investmentexecutive.com/?p=535501 Part 2 in our series with Chris Reynolds of IPC, discussing his new book, The Six Circle Strategy. This week: Trust

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]]> Transcript: Trust is the foundation of scalable advisory practices https://www.investmentexecutive.com/soundbites/transcripts/transcript-trust-is-the-foundation-of-scalable-advisory-practices/ Tue, 07 Apr 2026 17:01:21 +0000 https://www.investmentexecutive.com/?p=535493 Part 2 in our series with Chris Reynolds of IPC, discussing his new book, The Six Circle Strategy. This week: Trust

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]]> Plan the ending before planning the handoff https://www.investmentexecutive.com/soundbites/practice-management-soundbites/plan-the-ending-before-planning-the-handoff/ Tue, 17 Feb 2026 18:01:25 +0000 https://www.investmentexecutive.com/?p=531509 John Novachis of Investment Planning Counsel says succession planning starts with having the end in mind

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]]> Transcript: Plan the ending before planning the handoff https://www.investmentexecutive.com/soundbites/transcripts/transcript-plan-the-ending-before-planning-the-handoff/ Tue, 17 Feb 2026 18:01:23 +0000 https://www.investmentexecutive.com/?p=531512 John Novachis of Investment Planning Counsel says succession planning starts with having the end in mind

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]]> Transcript: Real vision means passion for results, not platitudes https://www.investmentexecutive.com/soundbites/transcripts/transcript-real-vision-means-passion-for-results-not-platitudes/ Tue, 03 Feb 2026 18:01:50 +0000 https://www.investmentexecutive.com/?p=530510 Part 1 in our series with Chris Reynolds of IPC, discussing his new book, The Six Circle Strategy

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]]> ‘Tis the season for tax loss harvesting https://www.investmentexecutive.com/soundbites/economy/tis-the-season-for-tax-loss-harvesting/ Tue, 09 Dec 2025 18:01:37 +0000 https://www.investmentexecutive.com/?p=526877 Chris Reynolds of Investment Planning Counsel says year-end buying and selling will create plenty of mispricings

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]]> Transcript: Tis the season for tax loss harvesting https://www.investmentexecutive.com/soundbites/transcripts/transcript-tis-the-season-for-tax-loss-harvesting/ Tue, 09 Dec 2025 18:01:29 +0000 https://www.investmentexecutive.com/?p=526873 Chris Reynolds of Investment Planning Counsel says year-end buying and selling will create plenty of mispricings

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]]> Transcript: When tragedy strikes, will your business continuity plan kick in? https://www.investmentexecutive.com/soundbites/transcripts/transcript-when-tragedy-strikes-will-your-business-continuity-plan-kick-in/ Tue, 18 Nov 2025 18:01:57 +0000 https://www.investmentexecutive.com/?p=525450 John Novachis of IPC says advisors that don’t have a business continuity plan are rolling the dice with one of their biggest assets

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]]> When tragedy strikes, will your business continuity plan kick in? https://www.investmentexecutive.com/soundbites/practice-management-soundbites/when-tragedy-strikes-will-your-business-continuity-plan-kick-in/ Tue, 18 Nov 2025 18:01:22 +0000 https://www.investmentexecutive.com/?p=525429 John Novachis of IPC says advisors that don’t have a business continuity plan are rolling the dice with one of their biggest assets

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]]> The real risk of volatility is in investor overreaction https://www.investmentexecutive.com/soundbites/economy/the-real-risk-of-volatility-is-in-investor-overreaction/ Tue, 26 Aug 2025 17:01:00 +0000 https://www.investmentexecutive.com/?p=518062 Paul Punzo of Investment Planning Counsel says clients need to understand the danger in making big portfolio moves in the face of market turbulence

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