{"id":44,"date":"2022-10-26T14:23:34","date_gmt":"2022-10-26T14:23:34","guid":{"rendered":"https:\/\/ifp.ifpstage.com\/bd3stage\/?page_id=44"},"modified":"2023-05-18T14:12:18","modified_gmt":"2023-05-18T14:12:18","slug":"client-services","status":"publish","type":"page","link":"https:\/\/ifp.ifpstage.com\/bd3stage\/client-services\/","title":{"rendered":"Client Services"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; module_id=&#8221;page_hero&#8221; _builder_version=&#8221;4.19.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#F8F8F9&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.20.4&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;-49px||||false|false&#8221; custom_margin_tablet=&#8221;-49px||||false|false&#8221; custom_margin_phone=&#8221;-49px||||false|false&#8221; custom_margin_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.18.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#06363c&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;30px&#8221; header_2_text_color=&#8221;#798988&#8243; header_2_font_size=&#8221;16px&#8221; header_3_text_color=&#8221;#06363c&#8221; header_3_font_size=&#8221;44px&#8221; header_3_line_height=&#8221;56px&#8221; header_4_font=&#8221;Lato|||on|||||&#8221; custom_margin=&#8221;40px||21px||false|false&#8221; custom_margin_tablet=&#8221;0px||||false|false&#8221; custom_margin_phone=&#8221;0px||||false|false&#8221; custom_margin_last_edited=&#8221;on|desktop&#8221; text_line_height_tablet=&#8221;26px&#8221; text_line_height_phone=&#8221;26px&#8221; text_line_height_last_edited=&#8221;on|tablet&#8221; header_2_text_color_tablet=&#8221;#798988&#8243; header_2_text_color_phone=&#8221;#798988&#8243; header_2_text_color_last_edited=&#8221;on|desktop&#8221; header_3_font_size_tablet=&#8221;34px&#8221; header_3_font_size_phone=&#8221;34px&#8221; header_3_font_size_last_edited=&#8221;on|desktop&#8221; header_3_line_height_tablet=&#8221;46px&#8221; header_3_line_height_phone=&#8221;46px&#8221; header_3_line_height_last_edited=&#8221;on|tablet&#8221; global_colors_info=&#8221;{}&#8221; header_2_text_color__hover_enabled=&#8221;on|desktop&#8221; header_2_text_color__hover=&#8221;#798988&#8243;]<\/p>\n<h2>CLIENT SERVICES<\/h2>\n<h3>Leave the busy work to us and focus on what you do best<\/h3>\n<p>Whether you&#8217;re looking for part-time or full-time help, we can deliver. Our Client Services team is flexible and convenient, providing specialized support when you need it.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.18.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;http:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2022\/12\/clientservices-hero.svg&#8221; alt=&#8221;client services &#8221; title_text=&#8221;clientservices-hero&#8221; _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; width_last_edited=&#8221;on|desktop&#8221; width_tablet=&#8221;70%&#8221; module_alignment=&#8221;center&#8221; sticky_enabled=&#8221;0&#8243; width_phone=&#8221;90%&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.18.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.18.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.18.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;http:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2022\/12\/the-process.svg&#8221; alt=&#8221;client services IFP&#8221; title_text=&#8221;the-process&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;center&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; width=&#8221;90%&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; max_width_last_edited=&#8221;on|tablet&#8221; width_last_edited=&#8221;on|phone&#8221; width_tablet=&#8221;60%&#8221; module_alignment=&#8221;center&#8221; sticky_enabled=&#8221;0&#8243; width_phone=&#8221;85%&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.18.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#2A2B29&#8243; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;30px&#8221; header_2_text_color=&#8221;#798988&#8243; header_2_font_size=&#8221;16px&#8221; header_4_font=&#8221;Lato|||on|||||&#8221; custom_margin=&#8221;84px||21px|||&#8221; custom_margin_tablet=&#8221;24px||0px||false|false&#8221; custom_margin_phone=&#8221;24px||0px||false|false&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; text_line_height_tablet=&#8221;26px&#8221; text_line_height_phone=&#8221;26px&#8221; text_line_height_last_edited=&#8221;on|desktop&#8221; header_2_text_color_tablet=&#8221;#798988&#8243; header_2_text_color_phone=&#8221;#798988&#8243; header_2_text_color_last_edited=&#8221;on|desktop&#8221; header_3_font_size_tablet=&#8221;30px&#8221; header_3_font_size_phone=&#8221;30px&#8221; header_3_font_size_last_edited=&#8221;on|tablet&#8221; header_3_line_height_tablet=&#8221;36px&#8221; header_3_line_height_phone=&#8221;36px&#8221; header_3_line_height_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221; header_2_text_color__hover_enabled=&#8221;on|desktop&#8221; header_2_text_color__hover=&#8221;#798988&#8243;]<\/p>\n<h2>ON-DEMAND SERVICE<\/h2>\n<h3>Our service at your request<\/h3>\n<p>We value processes that are efficient and transparent, without unnecessary delays. Each request sent to our Client Services team is added to our case management system and met with quick steps to gain additional information or begin the work you need completed.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.19.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#F8F8F9&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.19.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;0px||0px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.19.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.20.4&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#2A2B29&#8243; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;30px&#8221; header_2_text_color=&#8221;#798988&#8243; header_2_font_size=&#8221;16px&#8221; header_4_font=&#8221;Lato|||on|||||&#8221; custom_margin=&#8221;20px||9px||false|false&#8221; custom_padding=&#8221;||24px|||&#8221; header_2_text_color_tablet=&#8221;#798988&#8243; header_2_text_color_phone=&#8221;#798988&#8243; header_2_text_color_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221; header_2_text_color__hover=&#8221;#798988&#8243; header_2_text_color__hover_enabled=&#8221;on|desktop&#8221;]<\/p>\n<h2 class=\"caps\" style=\"text-align: center;\">WHAT WE OFFER<\/h2>\n<h3 class=\"coolgray mt0\" style=\"text-align: center;\">The possibilities are endless<\/h3>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; module_class=&#8221;ul-row&#8221; _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; width=&#8221;60%&#8221; width_tablet=&#8221;45%&#8221; width_phone=&#8221;80%&#8221; width_last_edited=&#8221;on|tablet&#8221; custom_padding=&#8221;1px||4px||false|false&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.19.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.19.5&#8243; _module_preset=&#8221;default&#8221; text_font_size=&#8221;18px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li>Operational Platform Support for all custodians &amp; TPAMs<\/li>\n<li>Subscribe Annuity Order Entry<\/li>\n<li>Account Opening<\/li>\n<li>Notification\/NIGO Check-up &amp; Resolution<\/li>\n<li>Marketing Submissions<\/li>\n<li>Document Preparation<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.20.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.20.2&#8243; _module_preset=&#8221;default&#8221; text_font_size=&#8221;18px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li>Document Scanning<\/li>\n<li>CRM Data Entry<\/li>\n<li>Client Appointment Setting &amp; Confirmation<\/li>\n<li>Phone\/Messaging Answering Services<\/li>\n<li>Alternative Investment Transactions<\/li>\n<li>And so much more<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.18.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; module_class=&#8221;switch-sides&#8221; _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.18.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#2A2B29&#8243; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;30px&#8221; header_2_text_color=&#8221;#798988&#8243; header_2_font_size=&#8221;16px&#8221; header_4_font=&#8221;Lato|||on|||||&#8221; custom_margin=&#8221;69px||21px||false|false&#8221; custom_margin_tablet=&#8221;24px||0px||false|false&#8221; custom_margin_phone=&#8221;24px||0px||false|false&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; text_line_height_tablet=&#8221;26px&#8221; text_line_height_phone=&#8221;26px&#8221; text_line_height_last_edited=&#8221;on|desktop&#8221; header_2_text_color_tablet=&#8221;#798988&#8243; header_2_text_color_phone=&#8221;#798988&#8243; header_2_text_color_last_edited=&#8221;on|desktop&#8221; header_3_font_size_tablet=&#8221;30px&#8221; header_3_font_size_phone=&#8221;30px&#8221; header_3_font_size_last_edited=&#8221;on|tablet&#8221; header_3_line_height_tablet=&#8221;36px&#8221; header_3_line_height_phone=&#8221;36px&#8221; header_3_line_height_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221; header_2_text_color__hover_enabled=&#8221;on|desktop&#8221; header_2_text_color__hover=&#8221;#798988&#8243;]<\/p>\n<h2>PRICING<\/h2>\n<h3>Get exactly what you paid for (and more)<\/h3>\n<p>Save money and avoid the hassle of recruiting, hiring, and onboarding new employees by outsourcing to our experienced and knowledgable Client Services team. Our services are fair and transparent, so you know exactly what you are paying for.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.18.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;http:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2022\/12\/pricing-invoicing.svg&#8221; alt=&#8221;client services pricing&#8221; title_text=&#8221;pricing-invoicing&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;center&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; width_last_edited=&#8221;on|phone&#8221; module_alignment=&#8221;center&#8221; width_tablet=&#8221;65%&#8221; sticky_enabled=&#8221;0&#8243; width_phone=&#8221;85%&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; custom_margin_phone=&#8221;-30px||||false|false&#8221; 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_builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Lato|700|||||||&#8221; header_3_text_align=&#8221;center&#8221; header_3_text_color=&#8221;#F8F8F9&#8243; header_3_font_size_tablet=&#8221;30px&#8221; header_3_font_size_phone=&#8221;30px&#8221; header_3_font_size_last_edited=&#8221;on|tablet&#8221; header_3_line_height_tablet=&#8221;36px&#8221; header_3_line_height_phone=&#8221;36px&#8221; header_3_line_height_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3>See what we can do for you<\/h3>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_button button_url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI5ODkifX0=@&#8221; button_text=&#8221;Get started&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.20.4&#8243; _dynamic_attributes=&#8221;button_url&#8221; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#003333&#8243; button_bg_color=&#8221;#43bb95&#8243; button_border_color=&#8221;RGBA(255,255,255,0)&#8221; button_border_radius=&#8221;5px&#8221; button_font=&#8221;Lato||||||||&#8221; button_use_icon=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; button_bg_color__hover=&#8221;#F8F8F9&#8243; button_bg_enable_color__hover=&#8221;on&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.18.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.18.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.18.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.18.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3 style=\"text-align: center;\">Frequently Asked Questions<\/h3>\n<p>[\/et_pb_text][et_pb_accordion _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_accordion_item title=&#8221;What does IFP\u2019s Client Services team provide?&#8221; open=&#8221;on&#8221; open_toggle_text_color=&#8221;#2A2B29&#8243; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; border_radii=&#8221;off|1px|||&#8221; border_color_top=&#8221;#F8F8F9&#8243; global_colors_info=&#8221;{}&#8221; toggle_level=&#8221;h4&#8243; toggle_font=&#8221;|700|||||||&#8221;]<\/p>\n<p data-pm-slice=\"1 1 []\"><span>The IFP Client Services team is a team of administrative support specialists who act as virtual assistants for any financial professionals participating in the program. Your dedicated client services associate can help with account opening paperwork, money movement requests, special projects, answering phones, placing trades, booking appointments, and para-planning.<\/span><\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;How much does this service cost?&#8221; open_toggle_text_color=&#8221;#2A2B29&#8243; _builder_version=&#8221;4.20.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; toggle_text_color=&#8221;#2A2B29&#8243; toggle_level=&#8221;h4&#8243; toggle_font=&#8221;|700|||||||&#8221; open=&#8221;off&#8221;]<\/p>\n<p data-pm-slice=\"1 1 []\"><span>IFP financial professionals can leverage the Client Services team on a part-time or full-time basis. We charge hourly for our services with no minimums. <\/span><\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;What are the benefits of insourcing your administrative operations with IFP?&#8221; open_toggle_text_color=&#8221;#2A2B29&#8243; _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; toggle_text_color=&#8221;#2A2B29&#8243; toggle_level=&#8221;h4&#8243; toggle_font=&#8221;|700|||||||&#8221; open=&#8221;off&#8221;]<\/p>\n<p data-pm-slice=\"1 1 []\"><span>Our trained Client Services Associates (&#8220;CSAs&#8221;) are versed in all IFP technology stacks including out partner custodians, TPAMs, and insurance carriers which means minimal to no training is required. Instead of trying to find an admin yourself, training them, obtaining health insurance, and dealing with day to day HR headaches, you can leverage our team of already trained professionals.<\/span><\/p>\n<p>[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>CLIENT SERVICES Leave the busy work to us and focus on what you do best Whether you&#8217;re looking for part-time or full-time help, we can deliver. Our Client Services team is flexible and convenient, providing specialized support when you need it.ON-DEMAND SERVICE Our service at your request We value processes that are efficient and transparent, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","_mi_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-44","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Client Services - Independent Financial Partners<\/title>\n<meta name=\"description\" content=\"Looking for help for your financial advisory practice? 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