Are these your long term Business Objectives?

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Are these your long term Business Objectives?

• Design a business strategy that is simple and can
  be applied consistently to your target clients
• Differentiate yourself from your peers
• Attract more Segment 1 clients to your business
  and filter out unprofitable relationships (less
  clients more assets)
• Provide a WOW type of client experience to
  increase client retention and increase referral
  to client ratio
• Keep the cost of servicing clients low and build
  on your scalability
• Develop a steady cash flow to minimize
  uncertainty
• Build a business system (franchise) that is
  easily transferable and maximize enterprise value
• Make more money and have more freedom

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Are these challenges in your Business?

• Revenue is declining while the cost to attract
  and service clients is increasing
• Administration is a challenge and adds overhead
  to your business
• Specific client communication becomes more
  difficult as your business grows (lose client
  intimacy)
• Client reviews become time consuming and at times
  inconsistent, often focused only on investment
  performance and not the soft issues of wealth
  management
• As competition increases, it has become harder to
  retain key client relationships
• Most target clients already have an Advisor how
  are your services different and compelling?
• Compliance and supervision of investing
  activities are becoming a greater burden

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Why Join Investment Planning Counsel?

• The independent wealth management industry has
  changed and as result, Advisors need to change
  how they operate their business
• The best way to protect and aggressively grow
  your business into the future is to differentiate
  your value proposition
• Advisors have to re-vamp their businesses to
  overcome their current challenges and achieve
  their long term goals
• Thats why IPC has come up with a truly
  distinctive business model the award-winning
  Total Client Experience and the Advisor Portfolio
  Management Service

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Who is Investment Planning Counsel?

• Leading independent wealth management company
  founded in 1994 by Chris Reynolds and Steve
  Meehan (both Advisors themselves)
• Offers a complete range of professional financial
  products and services including MFDA IIROC
  platforms, insurance and estate planning, unique
  money management solutions, and private banking
  services
• Majority owned by IGM Financial Inc., a TSX
  listed company and a member of the Power
  Financial Group of companies
• Equity ownership participation by advisors and
  management
• Licensed in every province in Canada
• Business plan focuses on developing the tools,
  products and culture to become the company of
  choice for experienced wealth management
  professionals

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IGM Financial a member of Power Financial
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Our Core Values

1. We continually strive to provide our advisors
   with a WOW-like Customer Service experience
2. We hold ourselves and each other Accountable to
   high standards and agreed-upon results
3. We value Trust and endeavour to build a high
   level of it in all interactions
4. We believe that success is only achieved through
   Collaboration among our team members
5. We take the time for the Celebration of our
   successes and the differences we make to our
   clients, in our communities and in our industry

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Our Value Proposition
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What is the Total Client Experience?

• A wealth management business system
• Sets out a clear and easy to follow strategy for
  turning prospects into clients and clients into a
  reliable source of steady referrals
• Uses a sophisticated series of compelling and
  fully customizable communication and presentation
  templates
• Guide your clients from information gathering and
  planning to implementation and progress review,
  covering all areas of financial planning

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The TCE Process
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The Benefits of implementing the TCE

• 1. Generate more referrals
• 2. Increase loyalty decrease attrition
• 3. Get the most from each client contact
• 4. Decrease meeting prep. time
• 5. Get IPC advisor best practices
• 6. Advisor peace of mind
• 7. Reduced staff turnover

More time to focus on client
relationships Grow Revenueand Profitability
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Canadian Investment Awards Advisor Education
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What are Advisors saying?
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TCE Components
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Client Introduction Kit
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Customized Brochures
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Dream Journal
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PowerPoint Templates
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TemplateLetters
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Total Client Experience Boot camp
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Total Client Experience Website
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Simplifying Portfolio Management
Advisor Portfolio Management Service
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Portfolio Management Services

• To help our Advisors simplify their offering, we
  have created a
• platform which will
• Design portfolios to your specifications based on
  your clients objectives
• Select, monitor and replace investment
  specialists for each component of your selected
  portfolios
• Automate all portfolio rebalancing based around
  your parameters
• Automate the process of moving DSC to front end
  (MFDA) to give your clients more flexibility
• Simplify client and performance reporting
  delivery provide supporting portfolio
  performance information

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Why change?
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Due Diligence

• If you are interested in exploring how IPC can
  help you to build a
• better business, we would recommend that you take
  a day to
• attend one of our TCE Demonstrations. In this
  demonstration, you
• will learn
• How your business can benefit from implementing
  the TCE business system
• How our Advisor Portfolio Management Service can
  simplify your offering and help you focus on your
  clients financial plan
• The culture of IPC our focus on helping you and
  your team build a better business
• To book your own TCE Demonstration, please click
  here