Most Recent Posts
Define your Niche and Thrive in it
Choosing a niche in the financial services industry can be a great way to differentiate yourself from the competition and stand out. By focusing on a specific demographic, you can become an expert in that area and offer more tailored services and advice to your...
8 Questions to Ask when Changing Firms
So, you’re thinking about switching firms? As a financial professional, changing firms is almost inevitable at some point in your career. Whether it's due to corporate mergers, acquisitions, or personal frustration with your current firm, you'll likely find yourself...
![New to Advisor [X]: Account Management all-in-one](https://ifpartners.com/wp-content/uploads/2022/06/accounts-2-1080x675.png)
New to Advisor [X]: Account Management all-in-one
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...
StarCompliance Welcomes New Client: IFP
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...
5 Top Time Wasters Hindering Financial Advisors
Time is arguably the most valuable asset one holds, yet the asset most often mistreated. Busier than ever, financial advisors are challenged with balancing the countless responsibilities required to run their business with the time constraints placed on a day. To help...
Social Media for Business 101
With over 4.33 billion active social media users around the world1, businesses have been able to tap into and harness the power of social media to promote brand awareness, generate new leads and establish themselves as experts in their field. As a result, the question...
Advice from one Financial Professional to Another
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...
IFP Partners with EAI Information Systems
Tampa, FL, April 20, 2020 – Independent Financial Partners (IFP) is happy to announce it signed a contract with EAI Information Systems (“EAI”) to provide sharp surveillance tools to augment its transaction and account supervisory activities. Such tools are...
IFP Taps The Pinnacle Group to Expand and Evolve Its Insurance Offering
Tampa, FL, March 2, 2020 – Independent Financial Partners (IFP), a broker-dealer, SEC-registered investment advisor, and brokerage insurance agency specializing in wealth management, retirement plan consulting and risk management products has partnered with The...
IFP Launches AdvisorEngine, a New Technology Platform
The digital wealth management offering blends the best of ‘robo’ and traditional advisory capabilities – giving each IFP advisor the power to deliver high-end financial advice at scale Tampa, FL, February 18, 2021 – Independent Financial Partners (IFP), an...