We design and implement customized wealth programs for financial institutions across the nation.
The IFP Institutional Services Advantage
We pride ourselves on our ability to build wealth management programs in regional, community, and super community banks across the United States.
Provide a comprehensive wealth management service to clients while generating more business for your financial institution. We can help establish the program, find the perfect financial profession for the job, and train staff to offer financial planning.
Build Fee Income
Expanding non-interest fee income is a huge opportunity for community banks to generate additional revenue while helping their clients. We’re establishing these programs to build franchise value while creating a scalable financial management initiative.
Our program aims to differentiate community banks from the larger firms in their region. Get customers more involved in their financial health with a financial professional that will always look out for their best interests.
We aren’t here to throw anyone into the deep end of the pool and walk away. IFP Institutional Services acts as a true partner to introduce wealth management programs or reengineer existing programs to fit the bill.
Trust Our Experience
We have years of experience establishing wealth programs in regional, community, and super community banks. IFP Institutional Services is your talent acquisition specialist for financial professionals.
Strategic Service Offering
Each institution is approached with a custom-built wealth management strategy that is tailored to customers and their needs. There’s no shortage of reasons to choose IFP.
- Zero Capital Investment
- Regulatory Compliance and Supervision
- Training, Resources, and Recruiting
- Strategic Alliance Introductions
Start Your Path Towards a Brighter Future With a New Type of Broker-Dealer
Institutional Services Support
Align yourself with a team of seasoned institutional professionals that can help build a program from the ground up.
Divisional President, IFP Institutional Services