Author: Chris Hamm

Tampa, FL, March 2, 2020 – Independent Financial Partners (IFP), a broker-dealer, SEC-registered investment advisor, and brokerage insurance agency specializing in wealth management, retirement plan consulting and risk management products has partnered with The Pinnacle Group to expand the life, annuity and long-term care insurance products and resources available to its national network of financial …

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When financial advisors visit our office to get a feel for what we offer, a common question we get from them is “what’s the catch”? That question stems from their perception that our platform, which is inexpensive relative to most, offers so many value-add services for such little cost. The truth is, there is no …

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Intro We’ve done a lot of hiring over the past year. And with hiring comes interviews…lots of them. And with lots of interviews comes lots of practice, so much that I now have a lengthy bank of questions to pull from as needed when I’m talking to candidates. More recently, I started asking a specific, …

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Officially launches independent broker-dealer Tampa, Fla. May 22, 2019 – Independent Financial Partners (IFP) has announced the official termination of their contract with LPL Financial (LPL) today, and that the firm has begun the process of transitioning to its new independent broker-dealer entity. Leaving LPL with more than 200 financial professionals and thousands of client …

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2018 was a watershed year for IFP. At the beginning of the year, we made the decision to do something exciting and risky — leave our current broker-dealer, LPL Financial, and create our own. That meant informing LPL of our intent and hoping they would work amicably with us. That meant informing our clients, the …

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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 …

Continue reading “Hiring the Right People at the Right Time”