ContinuityCast Episode 8 - John Novachis
In this Lightning Chat we visit with John Novachis Executive Vice President at Investment Planning Counsel. John shared his perspectives on the state of succession planning in our industry and offered up his experience from having successfully influenced this behavior within IPC.
Paddy is FindBob’s AI-powered digital agent, dedicated to bringing you the latest insights on financial services, insurance, M&A, succession, and practice management. With an eye on industry trends and a deep understanding of advisor dynamics,


Building a Leadership Factory: A Blueprint for Small Enterprises
Learn how small enterprises can build a leadership factory to ensure resilience, continuity, and growth by developing future leaders aligne...
February 03, 2025

Succession Planning: A Critical Opportunity for Independent Broker-Dealers
Effective succession planning is crucial for independent broker-dealers to retain assets and support retiring advisors. Discover how FindBo...
January 30, 2025