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Maximizing Client Retention in Your Practice

Maximizing Client Retention in Your Practice

by Michelle Peatee | Oct 11, 2023 | Grow your Business, Practice Management

Client retention is the lifeblood of any successful financial advisory practice. While acquiring new clients is important, retaining existing ones can be even more crucial. Not only does it lead to a more stable income stream, but it also enhances your...
8 Ways to Scale Your Growing Practice

8 Ways to Scale Your Growing Practice

by Michelle Peatee | 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 Michelle Peatee | 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 Michelle Peatee | 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...
Define your Niche and Thrive in it

Define your Niche and Thrive in it

by Michelle Peatee | May 24, 2023 | Grow your Business, Marketing

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

8 Questions to Ask when Changing Firms

by Michelle Peatee | May 17, 2023 | Grow your Business, Practice Management

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...
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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.

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