Tampa, FL – March 10, 2025 – Independent Financial Partners (IFP), a leading provider of platform and support services for independent financial advisors, announced today the addition of 9 new advisors and over $5 million of annual revenue in the first quarter of 2025. The firm continues to build momentum with a series of strategic initiatives aimed at enhancing advisor support and modernizing its service offerings.
Key Initiatives and Innovations
Expanded Affiliation Options: To meet the evolving needs of financial advisors, IFP has introduced new affiliation models, including a hybrid employee model and a W2 model. These new options provide greater flexibility for advisors seeking a tailored approach to their business relationship with the firm.
Artificial Intelligence Integration: IFP is exploring the integration of both generative and agentic AI into its platform to enhance efficiency and user experience. The firm is currently transforming its resource center into a ChatGPT-like interface, allowing advisors and employees to quickly retrieve information and resources. Additionally, IFP is testing low-level automated workflows relative to account approvals and data extraction as part of its agentic AI initiatives.
Social Media Management Platform: IFP launched a new social media management service where advisors can fully outsource their social media posting and management. The platform handles the creation of posts and graphics, and upon advisor approval, IFP manages posting across social channels. Through beta testing, the firm discovered that advisors highly value the ability to delegate social media management, allowing them to focus on client relationships and business growth.
“2025 is off to an exciting start at IFP. Our growth, combined with these new initiatives, underscores our commitment to supporting independent advisors with innovative solutions and the flexibility they need to thrive,” said Chris Hamm, President. “We are dedicated to helping advisors streamline their operations, harness the power of technology, and ultimately, better serve their clients.”
About Independent Financial Partners (IFP)
With over $14 billion in assets under advisement and over 260 financial professionals, Independent Financial Partners (IFP) provides a robust platform and comprehensive support services to independent financial advisors nationwide. The firm offers a range of affiliation options, innovative technology solutions, and dedicated resources to empower advisors to build and grow their businesses efficiently.
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