We strive to simplify the transition process by merging advanced technology with IFP’s human capital.
IFP's Transition Team
Every financial professional that joins IFP receives white glove support from our team of transition experts. These professionals will assist financial professionals and their staff in creating and filling out form packages, distributing them to clients, and ensuring accounts are opened up expediently when the packages are returned.
Transitioning financial professionals can use Advisor[X], our proprietary user interface, to track the status of their transition, view remaining checklist items, and determine the number of accounts and clients that have yet to be transferred.
IFP provides transitioning financial professionals with access to multiple repapering technologies, allowing for electronic signature and automated account opening.
Start Your Path Towards a Brighter Future With a New Type of Broker-Dealer
The IFP transitions team helps streamline the onboarding process, answer financial professional inquiries, and handle the brunt of the work.
Senior Associate, Onboarding