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Launch Your Future with IFP

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Unlock Your Business’s Full Potential with IFP

At IFP, we’re dedicated to helping financial advisors transform their vision into reality. Whether you’re looking to streamline operations, enhance client engagement, or expand your service offerings, our team of experts is here to support you every step of the way.

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EXPERIENCE THE IFP ADVANTAGE

Take your practice to new heights by partnering with a firm that prioritizes your success

IFP business coaching
practice management

Offload Admin Tasks

Focus on what you do best – advising your clients. Let us handle the administrative burdens while you maintain full control of your RIA.

Payouts

Receive Higher Payouts

Maximize your earnings with competitive payouts that go up to 97%. Keep more of what you earn with IFP.

personal development

Grow Your Business

Our comprehensive support and  coaching can help you optimize your business operations, enhance client services, and drive sustainable growth.

CUSTODIAN OPTIONS

Your clients, your choice

Everyone likes options. With IFP, you can place advisory assets at any one of our 4 custodian options with no additional admin fees.

pershing
charles schwab
fidelity investments
TD ameritrade

INSOURCED OFFERINGS

Let us do the work for you

Have too much on your plate? No problem. We mean it when we say we’re here to enhance your growth potential. Offload some of your tasks to IFP so you can focus on what matters most.

  • Portfolio Management

    Team up with our Asset Management Team to outsource your portfolio management tasks. Our multi-credentialed team will handle the money management so you can focus on growing your practice.

    Learn how to free up your time

  • Marketing & Design

    We're in the business of making you look good. From custom branding to seamless website development, our in-house Design Group will help put you on the map and nail your first impression.

    Stand out today

  • Virtual Admin

    Whether in search for part-time or full-time admin support, our experienced Client Services team is equipped to service your clients so you can focus on growing your business — all without the HR headaches.

    Hand off the busy work

  • Business Solutions

    Tap into IFP’s host of resources centered around employer services. Our team of experts and comprehensive range of products such as retirement planning, qualified plans, non-qualified plans and succession planning, make reaching new heights a breeze.

    Find out more

See what other financial professionals are saying about us

MPC

“For over a decade, IFP has not only provided our firm with the back office and compliance support, they have truly been a great partner, always listening to our needs while allowing us to focus on supporting our clients and growing our business.“

Antonio Moreno, Jr., Managing Partner, Fortiv

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Thurmond - Lifetime Wealth

“IFP is able to compete with the largest BDs while offering advantages of a smaller company with less red tape & faster decision-making. IFP reps have a voice & they make a difference because of it.”

Evan Thurmond
Founding Partner, Director of Portfolio Management at Lifetime Wealth Strategies

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Ed Williams

“I found Bill Hamm to be a person of his word, integrity and a person that has financial professionals in mind and focus on growing our business.”

Ed Williams, President & Managing Partner of DEW Financial

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Let us help your business reach it’s true potential

Connect with us today

Launch Your Future with IFP

Complete the form, and our team will reach out to discuss how we can support your business.

Q

Frequently Asked Questions

How can I increase my Revenue with IFP

Payouts aren’t everything. But they’re important. IFP’s payout levels allow our financial professionals to increase their bottom line so they can reinvest in their business and increase the value of their firm. Let us put together a financial pro forma for you to review today! 

I'm looking to experience the benefits of a large firm with the support of a smaller one.

We’ve heard countless times how financial professionals feel like just a number to a larger firm. At IFP, we know you by name, providing tailored customer service for your needs. At the start of your IFP journey, you are assigned a member of our service team dedicated to your onboarding process. Once fully on board, you have direct access to our whole service team to assist you with any issues or questions — no matter how small.

How can IFP help if I want to go independent but have no brand or name?

IFP has an in-house design team, the IFP Design Group, that works with advisors to create brand names, logos, websites, and more. For new financial professionals we offer a complete branding package at no cost to show our thanks for your business.

As an RIA, I have a lot of regulatory burden but I’m hesitant to give up control. Why would I drop the RIA and join IFP?

At IFP we believe the value of your business is exactly that, your business. If you own and run your own RIA there are aspects of doing that that can take your focus away from what you might be best at, which is servicing clients and growing your business. At IFP, you can retain up to 97% of your revenues in exchange for compliance and operational support, but you still own your business and your brand. You can minimize the regulatory burden without sacrificing independence.

How was IFP founded?

It all started in 1995 when William E. Hamm & Associates entered the industry as an RIA. Their greatest mission was to help clients reach their financial goals. While the practice grew, Bill learned that empowering financial professionals could make a greater impact on clients.