IFP’s financial professional support team specializes in helping with the maintenance, growth, and optimization of practices in our network.
Financial professionals who need administrative support but don’t feel like hiring a full-time employee can leverage our in-house team of client liaisons. Learn more by watching the video.
Whether we like it or not, retirement is inevitable. We can help identify a successor, ensure your book of business is in order, and more.
We can help identify opportunities for efficiencies within a financial professional’s business by focusing on productivity techniques, operational processes, and portfolio management infrastructure.
Selecting the right technology for a financial professional is a process. Our team will help wade through the vast number of options to find the most appropriate choice for your situation.
We aim to help grow practices through strategic initiatives, including acquisitions, new hires, and client-facing marketing campaigns.
Start Your Path Towards a Brighter Future With a New Type of Broker-Dealer
Practice Management Support
IFP’s Practice Management team is comprised of industry veterans with decades of combined experience in streamlining business operations, identifying key staff, and helping expand books of business.
Director, Partnership Development
Senior Associate, Advisor Service
Manager, Client Services
Associate, Client Services
Associate, Advisor Service