Practice Management

IFP’s advisor support team specializes in helping with the maintenance, growth, and optimization of practices in our network.

Client Liaisons

Advisors who need administrative support but don’t feel like hiring a full-time employee can leverage our in-house team of client liaisons. Learn more by watching the video.

Succession Planning

Whether we like it or not, retirement is inevitable. We can help identify a successor, ensure your book of business is in order, and more.

Business Optimization

We can help identify opportunities for efficiencies within an advisor’s business by focusing on productivity techniques, operational processes, and portfolio management infrastructure.

Technology Curation

Selecting the right technology for an advisor is a process. Our team will help wade through the vast number of options to find the most appropriate choice for your situation.

Practice Expansion

We aim to help grow practices through strategic initiatives, including acquisitions, new hires, and client-facing marketing campaigns.

Practice Management Support

IFP’s Practice Management team is comprised of industry veterans with decades of combined experience in streamlining business operations, identifying key staff, and helping expand books of business.

Ned Van Riper

Director, Recruiting

Greg Wozniak

Director, Advisor Experience

Richard Richmond

Director, Advisor Relations

Tim Nguyen

Senior Associate, Advisor Service

Richard Reyes

Associate, Advisor Service

Jakub Novak

Manager, Client Services

Khala Watson

Associate, Client Services

Alisa Knafelc

Associate, Client Services

Join IFP today.

Latest Blog Posts

Finding Office Space

June 14, 2018 | Author: Ned Van Riper

Transcription of Video This is Ned Van Riper with Independent Financial Partners and I am speaking to you from our corporate office in Tampa. I wanted to shoot a quick message about office space because office space is often times a very overwhelming and daunting part of the conversation. It’s typically the most fun part …

Becoming an Independent Financial Advisor

April 3, 2018 | Author: Ned Van Riper

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. Independent …

Retaining Clients Through a Transition

October 13, 2017 | Author: Ned Van Riper

If you have been in the industry long enough, you’ve heard horror stories about advisors changing firms or breaking away, only to lose a majority of their clients. This story is the same across numerous channels, including wirehouse, independent, and insurance-based or bank broker-dealer-affiliated advisors. These stories are sometimes fabricated by branch managers to scare …