![New to Advisor [X]: Account Management all-in-one](https://ifp.ifpstage.com/bd3stage/wp-content/uploads/2022/06/accounts-2-1080x675.png)
by Michelle Peatee | Jun 27, 2022 | Technology
Opening new accounts while managing existing accounts can often feel like a nightmare for financial professionals. From finding the right forms to correcting past submissions while trying to stay updated on the status, this process can easily get out-of-hand and cost...
by Michelle Peatee | Feb 4, 2022 | Compliance, Press Release
StarCompliance to provide compliance software to support broker-dealer’s risk management program and strengthen controls Rockville, MD, February 3, 2022 –StarCompliance (“Star”), a leading provider of compliance technology solutions to the...
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...
by Michelle Peatee | Jul 13, 2021 | Marketing
With over 4.33 billion active social media users around the world1, businesses have been able to tap into and harness the power of social media to promote brand awareness, generate new leads and establish themselves as experts in their field. As a result, the question...
by Michelle Peatee | May 11, 2021 | Practice Management
At IFP we’ve developed a coaching program to help Financial Professionals (FP’s) take their business to the next level. We connect some of our senior FP’s to our junior FP’s for a mentor session to get more insights and tips for their business....
