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Why Personal Branding is Crucial for Financial Advisors

Why Personal Branding is Crucial for Financial Advisors

by Michelle Peatee | Aug 12, 2024 | Grow your Business, Marketing

In today’s crowded financial industry, making yourself stand out is more important than ever. Your personal brand helps you differentiate yourself, communicate your unique value, and build trust with potential clients. In this article, we will explore why personal...
The Importance of Setting Clear Client Expectations in Financial Advisory Practices

The Importance of Setting Clear Client Expectations in Financial Advisory Practices

by Michelle Peatee | Jul 15, 2024 | Practice Management

In the world of financial services industry, the relationship between advisors and clients is crucial. This relationship is built on trust, transparency, and mutual understanding. One of the key factors in fostering a successful advisor-client relationship is setting...
Acquiring New Clients: Strategies for Financial Advisors

Acquiring New Clients: Strategies for Financial Advisors

by Michelle Peatee | Jun 13, 2024 | Grow your Business

Acquiring new clients is a common challenge faced by financial advisors. Relying solely on referrals is a traditional approach that, while effective, may not generate the volume of clients needed for significant growth. In today’s digital age, there are numerous...
Mastering Time Management as a Financial Advisor

Mastering Time Management as a Financial Advisor

by Michelle Peatee | May 20, 2024 | Practice Management

In the demanding financial advisory industry, effective time management isn’t just a desirable skill—it’s a critical asset for success. With a multitude of tasks, client needs, and market demands to navigate, financial advisors must adopt strategies to...
14 Questions Financial Advisors Should Ask In Client Meetings

14 Questions Financial Advisors Should Ask In Client Meetings

by Michelle Peatee | May 1, 2024 | Grow your Business, Practice Management

As a financial advisor, your role extends far beyond simply managing portfolios. You are a trusted resource, helping your clients achieve their goals. One of the most critical aspects of your job is conducting client meetings, where you gather information, provide...
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Learn about our firm’s background and Investment Professionals on FINRA’s Brokercheck

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. Insurance and annuity products are offered through IFP Insurance Group LLC., a licensed insurance agency and wholly owned subsidiary of Independent Financial Partners.

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.

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