Most Recent Posts
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...
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...