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14 Questions Financial Advisors Should Ask In Client Meetings

14 Questions Financial Advisors Should Ask In Client Meetings

by Michelle Peatee | May 1, 2024 | Grow your Business, Practice Management

As a financial advisor, your role extends far beyond simply managing portfolios. You are a trusted resource, helping your clients achieve their goals. One of the most critical aspects of your job is conducting client meetings, where you gather information, provide...
Elevating the Client Experience: A Comprehensive Guide

Elevating the Client Experience: A Comprehensive Guide

by Michelle Peatee | Apr 12, 2024 | Grow your Business, Practice Management

Navigating the world of financial planning can be a complex journey for clients, and the success of a financial advisor goes beyond the initial meeting. Building a lasting and positive client experience requires a holistic approach that incorporates several stages of...
Navigating the Transition: An Advisor’s Guide to Joining a New Firm

Navigating the Transition: An Advisor’s Guide to Joining a New Firm

by Michelle Peatee | Mar 28, 2024 | Practice Management

In the financial services industry, career transitions are not uncommon. Whether you’re seeking new opportunities for professional growth, better compensation, or you’re just ready for a change, moving to a new firm can be an exciting yet challenging endeavor....
The Role of an Integrated Tech Stack for Financial Advisors

The Role of an Integrated Tech Stack for Financial Advisors

by Michelle Peatee | Mar 19, 2024 | Practice Management, Technology

In today’s digital landscape, the role of technology in financial advisory services cannot be overstated. From client management to investment analysis, technology has modernized the way financial advisors operate. However, while individual tools may offer...
Crafting a Meeting Script for First-Time Clients

Crafting a Meeting Script for First-Time Clients

by Michelle Peatee | Feb 7, 2024 | Grow your Business, Practice Management

Embarking on a financial planning journey can be both exciting and overwhelming for first-time clients. As a financial advisor, the first meeting is crucial in establishing trust, understanding the client’s needs, and setting the foundation for a successful...
7 Questions to Ask Before Choosing a Custodian

7 Questions to Ask Before Choosing a Custodian

by Michelle Peatee | Feb 1, 2024 | Grow your Business, Practice Management

Selecting a custodian is one of the most impactful decisions financial advisors make for their practice. To facilitate this decision-making process, here are some key questions to ask yourself while choosing potential custodians: 1. How Does the Custodian Prioritize...
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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.

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