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Investment Planning Counsel
Investment Planning Counsel
Good relationships are good business for advisors
With: Investment Planning Counsel
Client experience is the key measure of advisor value
With: Investment Planning Counsel
Focus allows you to do fewer things … but do them better
With: Investment Planning Counsel
Trust is the foundation of scalable advisory practices
With: Investment Planning Counsel
Plan the ending before planning the handoff
With: Investment Planning Counsel
Transcripts
Transcript: Plan the ending before planning the handoff
February 17, 2026
John Novachis
With: Investment Planning Counsel
‘Tis the season for tax loss harvesting
With: Investment Planning Counsel
Transcripts
Transcript: When tragedy strikes, will your business continuity plan kick in?
November 18, 2025
John Novachis
With: Investment Planning Counsel
When tragedy strikes, will your business continuity plan kick in?
With: Investment Planning Counsel
Transcripts
Transcript: The real risk of volatility is in investor overreaction
August 26, 2025
Paul Punzo
With: Investment Planning Counsel
The real risk of volatility is in investor overreaction
With: Investment Planning Counsel
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