New to Advisor [X]: Account Management all-in-one 

June 27, 2022 | Author: Michelle Peatee

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 …

StarCompliance Welcomes New Client: IFP

February 4, 2022 | Author: Michelle Peatee

StarCompliance to provide compliance software to support broker-dealer’s risk management program and strengthen controls Rockville, MD, February 3, 2022 –StarCompliance (“Star”), a leading provider of compliance technology solutions to the financial services industry, announced its new partnership with Independent Financial Partners (“IFP”)—consisting of IFP Advisors, an investment adviser, and IFP Securities, a broker-dealer, co-headquartered in Tampa, Florida—to …

5 Top Time Wasters Hindering Financial Advisors

August 11, 2021 | Author: Zoe Holmquist

Time is arguably the most valuable asset one holds, yet the asset most often mistreated. Busier than ever, financial advisors are challenged with balancing the countless responsibilities required to run their business with the time constraints placed on a day. To help advisors free up some much-needed time, we’ve compiled the 5 top time wasters …

Social Media for Business 101

July 13, 2021 | Author: Zoe Holmquist

With over 4.33 billion active social media users around the world1, businesses have been able to tap into and harness the power of social media to promote brand awareness, generate new leads and establish themselves as experts in their field. As a result, the question many companies found themselves asking was not if they should …

Advice from one Financial Professional to Another

May 11, 2021 | Author: Michelle Peatee

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 …