Most Recent Posts
IFP’s Broker-Dealer Turns 1
Tampa, FL, 07/29/2020 – May 23rd of this year marked the one-year anniversary for Independent Financial Partners’ (IFP) departure from LPL Financial (LPL). A year ago, IFP launched its own broker-dealer and transitioned almost 200 financial professionals from LPL’s...
Our Top 6 Technology Platforms for Working Remotely More Efficiently
At IFP, we're always forward thinking and looking at better ways to work more efficiently. Here are some of our favorite platforms that we use and recommend. DocuSign eSignature Sign important documents anytime, anywhere. Enhances the experience for your clients...
Creating a Data-Driven Practice
The idea that data is important for driving decisions is not new. That said, I think that in a time when we are immersed in dashboards and business intelligence, the actual benefits get overlooked.
IFP announces termination of LPL contract
Officially launches independent broker-dealer Tampa, Fla. May 22, 2019 – Independent Financial Partners (IFP) has announced the official termination of their contract with LPL Financial (LPL) today, and that the firm has begun the process of transitioning to its new...
The Technology Hassle Factor
Technology is one of those things in life that’s constantly changing, forcing us to relearn systems, adapt and overcome. Call it forced adaptation. Call it annoying and counterintuitive at times. However, technology can be the answer to a difficult problem or just the...
Is Your Broker-Dealer Transparent?
A financial professional hedges a great deal of their success on the broker-dealer they choose to affiliate with. The broker-dealer controls the price points for revenues by setting financial professional payout percentages, and it controls the price points for...
The Importance of Choice as a Financial Professional
I started in this business in 1983 with the Cigna Corporation doing fee-based financial planning on a consultative basis to clients. Cigna was one of the first firms to introduce a sophisticated comprehensive planning approach to helping clients meet their needs. More...
Choosing a CRM for Financial Professionals
Problem solvers are the cogs that fuel innovation. Throughout history, they’ve come and gone, solving some of life’s greatest mysteries. Someone sees something that they don't like and try to fix it. Take land travel for example. As far as historians can tell, horse...
Becoming an Independent Financial Professional
Video Transcription Hi. My name is Ned Van Riper. I'm the Director of Advisor Recruiting with Independent Financial Partners. We're an SEC registered RIA, and as the breakaway financial professional movement continues to gain traction, I wanted to talk about the term...