Practice Management | Investment Executive https://www.investmentexecutive.com/soundbites/practice-management-soundbites/ Canada's news source for financial professionals Mon, 16 Feb 2026 19:06:45 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.1 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Practice Management | Investment Executive https://www.investmentexecutive.com/soundbites/practice-management-soundbites/ 32 32 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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]]> Real vision means passion for results, not platitudes https://www.investmentexecutive.com/soundbites/practice-management-soundbites/real-vision-means-passion-for-results-not-platitudes/ Tue, 03 Feb 2026 18:01:20 +0000 https://www.investmentexecutive.com/?p=530517 Part 1 in our series with Chris Reynolds of IPC, discussing his new book, The Six Circle Strategy

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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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