Monthly Archives: February 2022

Advocis Coffee Talks 45
February 3, 2022

Edition 45 – John Novachis & Sam Febbraro

Maximizing Value in a New Era In this edition of Coffee Talks, John Novachis, Executive Vice President at Investment Planning Counsel and Sam Febbraro, Executive Vice President at Investment Planning Counsel walk through how your perspective as an advisor can change to better accommodate the shifting desires of clients, including enhancements to your digital offerings, understanding the experience economy, and ensuring that succession planning takes all of this and more into account.