The most successful advisors are those who implement efficient processes for their practices. IFP strives to make it easier for advisors to do just that and allow them to spend more time with their clients.

Home Office Interactions

Through IFP’s proprietary digital interface, Advisor[X], advisors and admins can see the status of any outstanding requests and the IFP employee assigned to each one. From there, you can contact our team in a number of convenient ways.

Account Opening

We offer a team of associates dedicated to account processing as well as an innovative account opening software, Agreement Express, to make account opening as easy as possible.

Agreement Express allows for straight through processing for new accounts, which means IFP advisors and admins can:

  • Digitally pre-populate account documents
  • Distribute paperwork to clients electronically
  • Track the status of paperwork from distribution to client signature to compliance approval


IFP advisors and their staff have access via Advisor[X] to Xtiva, an industry-leading cloud-based compensation reporting software.

Recommended Processes and Systems

At IFP, we’ve seen hundreds of ways to do business as a financial advisor; we know what works and what doesn’t. Let our team of business process associates recommend processes and systems that can be tailored to your business and make you more efficient. We even have pre-built advisor workflows available in two of the most commonly used advisor CRMs, Wealthbox and Redtail.

Wealthbox Redtail

Business Operations Support

Meet our team of seasoned professionals helping advisors streamline their workflows and provide a more seamless experience to clients.

Aaron Prida

Senior Associate, Business Processes

Thomas Dines

Associate, Business Processes

Abby Bohatch

Manager, New Accounts

Ken Nguyen

Associate, Advisor Compensation

David Soule

Associate, Advisor Compensation

Dale Koster

Associate, Cashiering

Shirley Alfsen

Associate, Office Coordination

Bailey DeVoe

Temp Associate New Accounts

Join IFP today.