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Serve your clients best with our flexible investment platforms

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Expand your investment team with our in-house asset management specialists

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Diversify your practice by providing employer services and more

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Hiring a Financial Advisor Associate for Your Firm

Hiring a Financial Advisor Associate for Your Firm

by Ali Lombardi | Sep 13, 2023 | Grow your Business, Practice Management

In the financial services industry, success isn’t solely determined by the advisor’s expertise in managing investments and providing sound financial advice. While a financial advisor is often in the spotlight, the unsung hero behind the scenes is the...
8 Ways to Scale Your Growing Practice

8 Ways to Scale Your Growing Practice

by Ali Lombardi | Jun 27, 2023 | Grow your Business, Practice Management

As a financial advisor, building and scaling your practice is a constant pursuit. To effectively grow your business, it’s essential to have a solid plan and implement strategies that promote sustainable expansion. In this article, we’ll explore 8 ways you...
9 Tips for Advisors Ready to Make the Switch

9 Tips for Advisors Ready to Make the Switch

by Ali Lombardi | Jun 22, 2023 | Grow your Business, Practice Management

Thinking about starting your own practice and leaving a traditional firm? Going independent can provide you with greater control, flexibility, and potential for growth. However, it also comes with its own set of challenges and considerations. In this article,...
Taking the Leap: Going Independent as a Financial Advisor

Taking the Leap: Going Independent as a Financial Advisor

by Ali Lombardi | Jun 15, 2023 | Grow your Business, Practice Management

Are you a financial advisor who dreams of breaking free from the constraints of a traditional firm and forging your own path? Maybe you’ve been considering the idea of going independent, but you’re plagued with doubts and uncertainty. This blog post is for...
Email Marketing – The Ultimate Guide for Financial Advisors

Email Marketing – The Ultimate Guide for Financial Advisors

by Ali Lombardi | May 25, 2023 | Grow your Business, Marketing

As a financial advisor, you know the importance of maintaining strong relationships with your clients. One of the most effective ways to do so is through email marketing. A study from Vanguard-Spectrem found that a lack of proactive communication is one of...
Website Design for Financial Advisors: Boost your Online Presence

Website Design for Financial Advisors: Boost your Online Presence

by Ali Lombardi | May 25, 2023 | Grow your Business, Marketing

As a financial advisor, having a strong online presence is essential in today’s digital age. A website is a powerful marketing tool that can help you reach prospects, build trust with existing clients, and establish yourself as an expert in your field. This...
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Learn about our firm’s background and Investment Professionals on FINRA’s Brokercheck

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. Insurance and annuity products are offered through IFP Insurance Group LLC., a licensed insurance agency and wholly owned subsidiary of Independent Financial Partners.

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.

Reg BI Disclosure Supplement | Form CRS | Investor Pricing | Privacy Policy | Business Continuity Plan | Do Not Sell or Share My Personal Information

©2023 Independent Financial Partners
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