![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 | Jul 8, 2020 | Technology
At IFP, we’re always forward thinking and looking at better ways to work more efficiently. Here are some of our favorite platforms that we use and recommend. DocuSign eSignature Sign important documents anytime, anywhere. Enhances the experience for your clients...
by Michelle Peatee | Mar 4, 2019 | Technology
Technology is one of those things in life that’s constantly changing, forcing us to relearn systems, adapt and overcome. Call it forced adaptation. Call it annoying and counterintuitive at times. However, technology can be the answer to a difficult problem or just the...
by Michelle Peatee | Apr 17, 2018 | Technology
Problem solvers are the cogs that fuel innovation. Throughout history, they’ve come and gone, solving some of life’s greatest mysteries. Someone sees something that they don’t like and try to fix it. Take land travel for example. As far as historians can tell,...
