Opening new accounts while managing existing accounts can often feel like a nightmare for financial professionals. From finding the right forms to correcting past submissions while trying to stay updated on the status, this process can easily get out-of-hand and cost a financial professional much of their precious time. IFP understood this frustration and developed …
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StarCompliance to provide compliance software to support broker-dealer’s risk management program and strengthen controls Rockville, MD, February 3, 2022 –StarCompliance (“Star”), a leading provider of compliance technology solutions to the financial services industry, announced its new partnership with Independent Financial Partners (“IFP”)—consisting of IFP Advisors, an investment adviser, and IFP Securities, a broker-dealer, co-headquartered in Tampa, Florida—to …
At IFP we’ve developed a coaching program to help Financial Professionals (FP’s) take their business to the next level. We connect some of our senior FP’s to our junior FP’s for a mentor session to get more insights and tips for their business. Below are some key takeaways from one of our top producing Financial …
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Setting up a headshot can be pretty intimidating if you’ve never done it before. Increasingly, we are becoming capable of creating our own digital media and financial professionals, and consumers alike, are foregoing hiring a photographer in favor of capturing these images themselves. If you’re one of these industrious few or want to learn more about the process, we’ve put together a guide below to get your start setting up your shot.
When capturing a video perhaps the most important part of the process is making sure that you have proper lighting. No matter the quality of the camera recording the image, an understanding of light can help all video makers get the most out of their set up. Below I have put together a list of …
If you are shooting your first video, the process can seem quite daunting. However, with a few pointers and patience, putting together a video project can not only go smoothly and give you a great marketing tool but also be quite fun.
We see and review quite a bit of websites throughout the work we do. Your website can be one of your biggest drivers for gaining new clients. However, you only have a few milliseconds (.05 seconds) to capture a user’s attention before they judge your website. On top of that, about 75% of users admit …
Tampa, FL, October 14, 2020 – Independent Financial Partners (IFP) in Tampa, FL is honored to announce our certification from the Centre for Fiduciary Excellence, LLC (CEFEX). This certification is only granted by CEFEX to firms that demonstrate adherence to fiduciary best practices. It is a hallmark accomplishment for IFP as it signifies conformity to …
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At IFP, we’re always forward thinking and looking at better ways to work more efficiently. Here are some of our favorite platforms that we use and recommend. DocuSign eSignatureSign important documents anytime, anywhere. Enhances the experience for your clients without the hassle of all the paperwork. Powered through DocuSign, eSignature technology is safe and secure. …
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