Advisor Blog - IPCC Corporate

Having access to help and subject matter experts is so important - like the marketing department who supports me with everything I need. They save me hundreds of hours (literally) on work so that I can go ahead and tell my story, and work with clients to find them financial solutions. I've never had that before, they're right in my back pocket – supporting me and my business – it's really amazing.

Thie Convery, Wealth Advisor

In many ways, I got more than what I was looking for. I have a foundation that I didn't have before that will allow me to grow, and simplify the way I do business without struggling with the day-to-day processes. I feel really well supported by the people who are there to where I want to go. 

Yan Mecca, Financial Advisor

As the industry continues to change, there will be no shortage of uncomfortable shifts. That said, I feel confident knowing that I have IPC's support to help me deal with these changes, so that I can continue to focus on my clients.

Patrick Briscoe, Financial Advisor

We've been able to tap into IPC's experience with other advisors whose sons or daughters or other people they've brought in to take over the business and (this experience) has given me ideas on how to approach succession.

Gary Fortune, Financial Advisor

Having access to help and subject matter experts is so important - like the marketing department who supports me with everything I need. They save me hundreds of hours (literally) on work so that I can go ahead and tell my story, and work with clients to find them financial solutions. I've never had that before, they're right in my back pocket – supporting me and my business – it's really amazing.

Thie Convery, Wealth Advisor

In many ways, I got more than what I was looking for. I have a foundation that I didn't have before that will allow me to grow, and simplify the way I do business without struggling with the day-to-day processes. I feel really well supported by the people who are there to where I want to go. 

Yan Mecca, Financial Advisor

As the industry continues to change, there will be no shortage of uncomfortable shifts. That said, I feel confident knowing that I have IPC's support to help me deal with these changes, so that I can continue to focus on my clients.

Patrick Briscoe, Financial Advisor

We've been able to tap into IPC's experience with other advisors whose sons or daughters or other people they've brought in to take over the business and (this experience) has given me ideas on how to approach succession.

Gary Fortune, Financial Advisor