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 a financial professional much of their precious time. IFP understood this frustration and developed …
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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 takeaways from one of our top producing Financial …
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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 expected to enhance IFP’s operational efficiency and supervisory oversight. EAI created a software system that enabled users …
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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 Pinnacle Group to expand the life, annuity and long-term care insurance products and resources available to its national network of financial …
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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 SEC-registered investment advisor and broker-dealer specializing in wealth management and retirement plan consulting, announced today the …
Continue reading “IFP Launches AdvisorEngine, a New Technology Platform”
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 for such little cost. The truth is, there is no …
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 for long-term guidance for asset class returns, and the shorter you make …
Financial Professionals can count on changing firms at least once, if not multiple times during their career. Outside of corporate mergers and acquisitions, FP’s often reach a tipping point that triggers the search for a new broker-dealer and/or RIA partner; frustrations with their current firm have piled up and they can’t take it any longer. …
Continue reading “When Changing Firms, What Questions Should You Be Asking?”
Intro We’ve done a lot of hiring over the past year. And with hiring comes interviews…lots of them. And with lots of interviews comes lots of practice, so much that I now have a lengthy bank of questions to pull from as needed when I’m talking to candidates. More recently, I started asking a specific, …
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 best practices. It is a hallmark accomplishment for IFP as it signifies conformity to …
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