Cut The Wire

From the brains at IFP

Outsourcing Custody and Clearing

November 1, 2018 | Author: Bill Hamm

Hey folks – Bill Hamm here. As we get closer to the broker-dealer launch, I wanted to cover some important parts of starting this new journey and what it means for IFP. Today I’ll be discussing an incredibly important topic regarding broker-dealers: custody and clearing arrangements. Although we have been an RIA for over twenty …

Basic Search Engine Optimization (SEO) for Financial Advisors

October 1, 2018 | Author: Max Griendling

We’ve all heard the same spiel from a self-proclaimed marketing expert at a conference. There, engulfed in dim, fluorescent lighting, a person on stage casually ran through their PowerPoint presentation where you may have heard the acronym SEO accompanied by the words “Content is King”. The marketing world is filled with these individuals, often claiming …

Hiring the Right People at the Right Time

September 20, 2018 | Author: Chris Hamm

In an industry driven more and more by technology, automation, and artificial intelligence, success still hinges on something very tricky: ?humans. Ugh, humans; we’re a mess. We bounce back and forth in a never-ending cycle between failure and success, mediocrity and greatness, logic and delusion, and just about every state in between. We come in …

Innovate or Evaporate

August 29, 2018 | Author: Jeff Acheson

Staying relevant is critical to our futures, individually and collectively! The S&P 500 was introduced in 1957 as a benchmark index designed to track the value of the 500 largest companies in the United States. Today, approximately 60, or just 12% of that original 500, are still included in the index. Bankruptcies, mergers and acquisitions …

Diminished Capacity in Senior Markets

July 5, 2018 | Author: Tim Moyer

Seniors exhibiting signs of diminished mental capacity are one of the most troubling and sensitive issues advisors face. If this happens, a client may no longer be capable of making his/her own financial decisions. A study by the National Institute on Aging revealed that impaired cognition affects approximately 20% of people aged 85 years and …

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