Our Culture

Our firm weaves the entrepreneurial spirit into every fiber of our being. Each employee is empowered to be the best version of themselves, striving to become leaders in their role while providing unparalleled support to financial advisors.

The Core Components

Vision

Become the easiest firm to work with for financial advisors.

Mission

Support independent financial advisors in all areas of their businesses.

Purpose

Help our stakeholders continuously strive to become the greatest versions of themselves.

The Pursuit of Optimization

Our firm's North Star is greatness. This means we seek optimization in all areas, including the way we treat advisors, what we look for in our employees, and how we develop those employees.

How We Treat Advisors

With Transparency

We like to be open with our advisors in all realms, including payouts, pricing, and the reasons we implement new policies. We have nothing to hide.

With Honesty

If we make mistakes, we'll admit them and do our best to improve. No one's perfect, but we do aim to be perfectly honest with our advisors.

With Accessibility

Change last sentence to: If something isn't getting done, we react quickly to address and resolve the situation.

Employee Core Values

IFP only seeks to hire and retain employees that exhibit all of our core values.

  • Ambition | Hunger For Success
  • Authenticity | Honesty and Self-Awareness
  • Collaboration | Desire and Ability to Work in Harmony With Others
  • Design | Optimization of Function and Aesthetic
  • Humility | No One Is Ever Above Any Person or Task
  • Innovation | Pursuit of Perpetual Change for the Better

Join IFP today.