Choosing a CRM for Financial Advisors

Problem solvers are the cogs that fuel innovation. Throughout history, they’ve come and gone, solving some of life’s greatest mysteries. Someone sees something that they don’t like and try to fix it.

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Becoming an Independent Financial Advisor

Video Transcription

Hi. My name is Ned Van Riper. I’m the Director of Advisor Recruiting with Independent Financial Partners. We’re an SEC registered RIA, and as the breakaway advisor movement continues to gain traction, I wanted to talk about the term independence, perhaps squash a few misperceptions about what independence is and is not.

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