We design and implement customized wealth programs for financial institutions across the nation.
FOR FINANCIAL PROFESSIONALS
IFP Institutional Services supports advisors with industry research, outreach and introductions to local banks or credit unions. We assist with negotiations, contracting, program launch and broader support services in the following months.
Accelerate Practice Growth
Addition of a financial institution serves as the ultimate center of influence to accelerate an advisor’s practice.
Business derived from a bank or credit union relationship serves to create an alternative revenue stream
Build A Team
By matching credentialed advisors with a local financial institution, opportunities exist to build an advisor team.
Many Big Box broker dealers are inexperienced when it comes to leveraging opportunities beyond the retail branch banking network. IFP provides a wide range of ancillary services enabling institutions to assess the launch, expansion, or re-engineering of a wealth initiative:
- Unlocking opportunities within commercial banking and mortgage banking
- Strategies to drive core deposit growth and growth in non-interest fee income
- Launch bank or credit union-owned RIA where IFP provides the operational backbone
- National strategic alliance network to guide resource deployment for financial institutions
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