Most Recent Posts
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...
How to Engage Millennial and Gen Z Heirs as a Financial Advisor
Understanding the Financial Landscape for Younger Generations As the wealth transfer from Baby Boomers to Millennials and Gen Z accelerates, financial advisors must adapt their strategies to engage millennial and Gen Z heirs effectively. This demographic is not only...
Digital Marketing for Independent Financial Advisors: How to Attract Clients in a Crowded Market
In today's fast-paced digital world, independent financial advisors face the daunting task of standing out in a crowded marketplace. With the rise of online platforms and an increasing number of competitors, effective digital marketing strategies have become...
Independent Financial Partners (IFP) Announces Strategic Talent Addition, New Tech Initiatives, and Strong First-Half Growth
Brayden Duran to Lead New Division: IFP M&A Strategies IFP is excited to announce the hiring of Brayden Duran as Vice President of Corporate Development. In this role, Brayden will lead IFP M&A Strategies, a newly launched division designed to help advisors...
How to Retain and Grow Your Client Base After Going Independent
Transitioning to independent financial advising can be both exhilarating and daunting. As you embark on this journey, you may find yourself finding it challenging to retain and grow your client base. It's essential to develop a strategic approach that not only...
Future-Proofing Your Independent Advisory Practice: How to Stay Competitive in a Changing Market
In today's rapidly evolving financial landscape, independent advisory practices face unique challenges. From technological advancements to shifting client expectations, the market is constantly changing. To remain competitive, it's essential to adopt strategies that...
Independent Financial Partners (IFP) Reports Strong Growth and Launches Innovative Initiatives in Q1 2025
Independent Financial Partners (IFP), a leading provider of platform and support services for independent financial advisors, announced today the addition of 9 new advisors and over $5 million of annual revenue in the first quarter of 2025. The firm continues to build momentum with a series of strategic initiatives aimed at enhancing advisor support and modernizing its service offerings.
The Independent Financial Advisor’s Guide to Building a High-Value Client Pipeline
As an independent financial advisor, your success hinges on your ability to attract and retain high-value clients. The financial landscape is ever-evolving, and with it comes the challenge of building a robust client pipeline. This guide aims to provide you with...
How to Use LinkedIn to Attract High-Net-Worth Clients to Your Financial Advisory Practice
In today's digital age, LinkedIn has emerged as a powerful platform for professionals across various industries. For independent financial advisors, it offers a unique opportunity to connect with high-net-worth individuals who are seeking expert financial guidance. By...