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 …

IFP Partners with EAI Information Systems

April 20, 2021 | Author: Chris Hamm

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 …

Setting Up Your Headshot

March 15, 2021 | Author: Michelle Peatee

Setting up a headshot can be pretty intimidating if you’ve never done it before. Increasingly, we are becoming capable of creating our own digital media and financial professionals, and consumers alike, are foregoing hiring a photographer in favor of capturing these images themselves. If you’re one of these industrious few or want to learn more about the process, we’ve put together a guide below to get your start setting up your shot.