Most Recent Posts
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...
There is No Catch
When financial advisors visit our office to get a feel for what we offer, a common question we get from them is “what’s the catch”? That question stems from their perception that our platform, which is inexpensive relative to most, offers so many value-add services...
A Letter from the desk of the CIO
1st Quarter 2021 Capital Market Assumptions1 Every year we make it a priority to review the JPMorgan Capital Market Assumptions and use it as a reference point in helping us formulate asset allocation decisions. Capital Market Assumptions (CMA) are meant to be used...
5 Signs Your Website is Outdated
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...
IFP EARNS FIDUCIARY EXCELLENCE CERTIFICATION
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...