The Birth of a Technology Platform

November 6, 2018 | Author: Jordan Slack

Prior to the launch of our broker-dealer, we saw a need for a more intuitive user experience when interacting with our firm. As we sat down at a conference table overlooking Tampa Bay in the early hours of a cool March day, our team had an epiphany. A third-party technology stack was never going to …

Outsourcing Custody and Clearing

November 1, 2018 | Author: Bill Hamm

Hey folks – Bill Hamm here. As we get closer to the broker-dealer launch, I wanted to cover some important parts of starting this new journey and what it means for IFP. Today I’ll be discussing an incredibly important topic regarding broker-dealers: custody and clearing arrangements. Although we have been an RIA for over twenty …

Basic Search Engine Optimization (SEO) for Financial Professionals

October 1, 2018 | Author: Chris Hamm

We’ve all heard the same spiel from a self-proclaimed marketing expert at a conference. There, engulfed in dim, fluorescent lighting, a person on stage casually ran through their PowerPoint presentation where you may have heard the acronym SEO accompanied by the words “Content is King”. The marketing world is filled with these individuals, often claiming …

Hiring the Right People at the Right Time

September 20, 2018 | Author: Chris Hamm

In an industry driven more and more by technology, automation, and artificial intelligence, success still hinges on something very tricky: ?humans. Ugh, humans; we’re a mess. We bounce back and forth in a never-ending cycle between failure and success, mediocrity and greatness, logic and delusion, and just about every state in between. We come in …

Innovate or Evaporate

August 29, 2018 | Author: Jeff Acheson

Staying relevant is critical to our futures, individually and collectively! The S&P 500 was introduced in 1957 as a benchmark index designed to track the value of the 500 largest companies in the United States. Today, approximately 60, or just 12% of that original 500, are still included in the index. Bankruptcies, mergers and acquisitions …