Practice Management

IFP’s financial professional support team specializes in helping with the maintenance, growth, and optimization of practices in our network.

Client Liaisons

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.

Succession Planning

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.

Business Optimization

We can help identify opportunities for efficiencies within a financial professional’s business by focusing on productivity techniques, operational processes, and portfolio management infrastructure.

Technology Curation

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.

Practice Expansion

We aim to help grow practices through strategic initiatives, including acquisitions, new hires, and client-facing marketing campaigns.

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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.

Ned Van Riper

Director, Recruiting

Greg Wozniak

Director, Advisor Experience

Tim Nguyen

Senior Associate, Advisor Service

Jakub Novak

Manager, Client Services

Khala Watson

Associate, Client Services

Alisa Knafelc

Associate, Client Services