Practice Management | Investment Executive https://www.investmentexecutive.com/soundbites/practice-management-soundbites/ Canada's news source for financial professionals Tue, 07 Apr 2026 14:07:19 +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 Practice Management | Investment Executive https://www.investmentexecutive.com/soundbites/practice-management-soundbites/ 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

The post Trust is the foundation of scalable advisory practices appeared first on Investment Executive.

]]> 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

The post Plan the ending before planning the handoff appeared first on Investment Executive.

]]> 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

The post Real vision means passion for results, not platitudes appeared first on Investment Executive.

]]> 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

The post When tragedy strikes, will your business continuity plan kick in? appeared first on Investment Executive.

]]>