by Ali Lombardi | May 24, 2023 | Marketing, Practice Management
Choosing a niche in the financial services industry can be a great way to differentiate yourself from the competition and stand out. By focusing on a specific demographic, you can become an expert in that area and offer more tailored services and advice to your...
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 | 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....
by Michelle Peatee | Jan 25, 2021 | Practice Management
When financial advisors visit our office to get a feel for what we offer, a common question we get from them is “what’s the catch”? That question stems from their perception that our platform, which is inexpensive relative to most, offers so many value-add services...
by Michelle Peatee | Nov 4, 2019 | Grow your Business, Practice Management
The idea that data is important for driving decisions is not new. That said, I think that in a time when we are immersed in dashboards and business intelligence, the actual benefits get overlooked. If you’re like most financial professionals, you have a lot of data...
by Michelle Peatee | Dec 10, 2018 | Practice Management, Press Release
A financial professional hedges a great deal of their success on the broker-dealer they choose to affiliate with. The broker-dealer controls the price points for revenues by setting financial professional payout percentages, and it controls the price points for...
