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The Independent Financial Advisor’s Guide to Building a High-Value Client Pipeline

The Independent Financial Advisor’s Guide to Building a High-Value Client Pipeline

by Gabby Symons | Apr 1, 2025 | Grow your Business, Marketing, Practice Management

As an independent financial advisor, your success hinges on your ability to attract and retain high-value clients. The financial landscape is ever-evolving, and with it comes the challenge of building a robust client pipeline. This guide aims to provide you with...
5 Top Time Wasters Hindering Financial Advisors

5 Top Time Wasters Hindering Financial Advisors

by Michelle Peatee | Aug 11, 2021 | Practice Management

Time is arguably the most valuable asset one holds, yet the asset most often mistreated. Busier than ever, financial advisors are challenged with balancing the countless responsibilities required to run their business with the time constraints placed on a day. To help...

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Learn about our firm’s background and Investment Professionals on FINRA’s Brokercheck

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. Insurance and annuity products are offered through IFP Insurance Group LLC., a licensed insurance agency and wholly owned subsidiary of Independent Financial Partners.

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.

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