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.

For Financial Advisors

IFP Institutional Services is designed to help generate more revenue for financial advisors by placing them in strategic positions at banking institutions. Leverage our connections to help build your practice.

Accelerate Practice Growth

The financial institution channel is a perfect vessel to aid in the expansion of your practice. Our team can build and retain key relationships, find more opportunities in your local area, and much more on your behalf. Growing your book of business has never been easier.

Practice Diversification

Like a good portfolio, financial advisors need to be diversified. Establishing multiple revenue streams via a banking institution can help stabilize your firm as clients come and go. Don’t put all your eggs in one basket.

Create A Team

IFP Institutional Services only works with established, proven financial advisors. Before coming onboard, these professionals are specifically trained to mesh with your company’s culture and sales process.

For Institutions

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 advisor 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.

Market Differentiation

Our program aims to differentiate community banks from the larger firms in their region. Get customers more involved in their financial health with an advisor that will always look out for their best interests.

Program Administration

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 over 50 years of experience establishing wealth programs in regional, community, and super community banks. IFP Institutional Services is your talent acquisition specialist for financial advisors.

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

Institutional Services Support

Align yourself with a team of seasoned institutional professionals that can help build a program from the ground up.

Dan Overbey

Director, IFP Institutional Services

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Latest Blog Posts

Building Awareness as an Institutional Advisor

March 3, 2018 | Author: Dan Overbey

So, you officially have your own conveniently located office inside a bank or credit union. Any day now, a flood of customers that came in to open a checking account or make a deposit are going to step into your office and ask for help, right? Unfortunately for us, financial institution clients are opting to …

Building Genuine Relationships for Potential Business Growth

October 18, 2017 | Author: Dan Overbey

In my line of work at IFP, I often have to build relationships with some unfamiliar faces. This means I’m constantly breaking out of my comfort zone, having some off-topic discussions, and turning those conversations into fruitful business arrangements. There’s no secret sauce or some mystical influence I have over other individuals – it’s just …

3 Ways to Make Your Office Inviting

December 29, 2016 | Author: Chris Hamm

The other day I walked into a financial advisor’s office and was immediately meet with wall pattern designs from the 90s, drop-out ceiling tiles, and a bowl full of Werther’s Originals chilling on the counter for good measure. While I appreciate the trip down memory lane to the early 2000s when I was waiting for …