Most Recent Posts
A Modern Marketing Plan for 2026: What Advisors Should Start, Stop, and Optimize
Financial advisors face a unique challenge: building trust and demonstrating value in a crowded, competitive marketplace while managing increasingly complex client needs. As 2026 approaches, it’s clear that traditional marketing tactics alone won’t cut it. The...
Technology to Drive Efficiency and Scale: What Today’s Advisors Are Really Doing
In today’s advisory landscape, technology is no longer optional. It is central to how advisors communicate, operate, and grow. During a recent advisor roundtable, financial professionals shared the tools, habits, and workflows that are helping themuse technology to...
Independent Financial Partners (IFP) Welcomes CenterBridge Planning Group From Commonwealth, Adding Over $700 Million in Client Assets
Tampa, FL – December 2025 — Independent Financial Partners (IFP) has added a five-advisor team overseeing more than $700 million in client assets from Commonwealth Financial Network, with CenterBridge Planning Group joining the Tampa-based firm in one of IFP’s largest...
Practice Continuity Planning for Advisors: Essential Steps for Success
In the dynamic world of financial advising, building a successful practice is only part of the journey. Equally important is ensuring that your practice can endure unforeseen challenges, transitions, or changes in your professional life. Practice continuity planning...
The Best Digital Engagement Tactics for Wealth Management Growth
In today’s fast-evolving financial landscape, wealth management firms face increasing pressure to engage clients effectively through digital channels. Clients expect seamless, personalized, and transparent communication combined with sophisticated tools that empower...
IFP Announces Strategic Partnership with Jump to Elevate Financial Advisor Productivity and Client Experience
IFP announces a new strategic partnership with Jump, one of the industry-leading artificial intelligence platforms built specifically for financial advisors. Through this collaboration, IFP will offer Jump as an approved technology partner available to its network of...
Commonwealth Advisors Seek Familiar Values and Greater Flexibility with IFP
Independent Financial Partners (IFP), a premier wealth management platform serving independent advisors, announced strong recruiting results for the third quarter of 2025, highlighted by a growing number of advisors transitioning from Commonwealth Financial Network....
Simple Content Ideas for Financial Advisors That Keep You Top of Mind With Clients
Staying top of mind with clients requires more than occasional emails or annual review meetings. Consistent, valuable content builds trust, educates clients, and creates natural touchpoints that keep advisory practices relevant. Below are practical content ideas for...
5 Smart Changes To Accelerate Your Firm’s Growth
Independent advisory firms operate in a competitive market where incremental improvements often create more lasting impact than sweeping changes. By making small, well-chosen adjustments, you can free up time, enhance client experience, and strengthen operational...
The Most Important KPIs Financial Advisors Should Track
Tracking Key Performance Indicators (KPIs) is essential for financial advisors aiming to optimize their practices and ensure sustainable growth. KPIs provide measurable values that demonstrate how effectively a company is achieving key business objectives. For...