{"id":52,"date":"2022-10-26T14:24:50","date_gmt":"2022-10-26T14:24:50","guid":{"rendered":"https:\/\/ifp.ifpstage.com\/bd3stage\/?page_id=52"},"modified":"2023-05-18T14:26:28","modified_gmt":"2023-05-18T14:26:28","slug":"clients","status":"publish","type":"page","link":"https:\/\/ifp.ifpstage.com\/bd3stage\/clients\/","title":{"rendered":"Clients"},"content":{"rendered":"

[et_pb_section fb_built=”1″ admin_label=”HERO” module_id=”page_hero” _builder_version=”4.19.0″ _module_preset=”default” background_color=”#F8F8F9″ collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ admin_label=”Row” _builder_version=”4.20.4″ _module_preset=”default” custom_margin=”-44px||||false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.18.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” text_text_color=”#06363c” text_font_size=”18px” text_line_height=”30px” header_2_text_color=”#798988″ header_2_font_size=”16px” header_3_text_color=”#06363c” header_3_font_size=”44px” header_3_line_height=”46px” header_4_font=”Lato|||on|||||” custom_margin=”15px||21px||false|false” custom_margin_tablet=”0px||||false|false” custom_margin_phone=”0px||||false|false” custom_margin_last_edited=”on|tablet” text_line_height_tablet=”26px” text_line_height_phone=”26px” text_line_height_last_edited=”on|tablet” header_2_text_color_tablet=”#798988″ header_2_text_color_phone=”#798988″ header_2_text_color_last_edited=”on|desktop” header_3_font_size_tablet=”34px” header_3_font_size_phone=”34px” header_3_font_size_last_edited=”on|tablet” global_colors_info=”{}” header_2_text_color__hover_enabled=”on|desktop” header_2_text_color__hover=”#798988″]<\/p>\n

CLIENTS<\/h2>\n

Supporting your financial professional so they can support you<\/h3>\n

The quality of service our financial professionals provide is a reflection of the support we give them. That\u2019s why we offer more choices and options than traditional broker-dealers and RIAs, as well as, easy-to-use tools and investment platforms.<\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.18.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”http:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2023\/04\/support-hero.svg” alt=”independent financial partners clients” title_text=”support-hero” _builder_version=”4.21.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” width_last_edited=”on|phone” module_alignment=”center” width_tablet=”80%” sticky_enabled=”0″ width_phone=”100%”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”MORE CHOICES” _builder_version=”4.18.1″ _module_preset=”default” collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.18.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.18.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”http:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2023\/04\/more-choices.webp” alt=”custodian options at IFP” title_text=”more-choices” align_tablet=”center” align_phone=”center” align_last_edited=”on|desktop” _builder_version=”4.21.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” width_last_edited=”on|phone” width_tablet=”65%” module_alignment=”center” sticky_enabled=”0″ width_phone=”90%”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.18.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” text_text_color=”#2A2B29″ text_font_size=”18px” text_line_height=”30px” header_2_text_color=”#798988″ header_2_font_size=”16px” header_4_font=”Lato|||on|||||” custom_margin=”84px||21px||false|false” custom_margin_tablet=”24px||0px||false|false” custom_margin_phone=”24px||0px||false|false” custom_margin_last_edited=”on|desktop” text_line_height_tablet=”26px” text_line_height_phone=”26px” text_line_height_last_edited=”on|tablet” header_2_text_color_tablet=”#798988″ header_2_text_color_phone=”#798988″ header_2_text_color_last_edited=”on|desktop” header_3_font_size_tablet=”30px” header_3_font_size_phone=”30px” header_3_font_size_last_edited=”on|tablet” header_3_line_height_tablet=”36px” header_3_line_height_phone=”36px” header_3_line_height_last_edited=”on|desktop” global_colors_info=”{}” header_2_text_color__hover_enabled=”on|desktop” header_2_text_color__hover=”#798988″]<\/p>\n

MORE CHOICES<\/h2>\n

More is better: better options and benefits just for you<\/h3>\n

We don\u2019t limit our financial professionals to one custodian, instead we let them choose between four of the largest and highly regarded institutions to hold your money. This opens the door for a wider selection of products, lending options, and trust company options.\u00a0<\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Section” _builder_version=”4.21.0″ _module_preset=”default” background_color=”#017469″ global_colors_info=”{}”][et_pb_row admin_label=”Logos” _builder_version=”4.20.2″ _module_preset=”default” max_width=”800px” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” text_text_color=”#2A2B29″ text_font_size=”18px” text_line_height=”30px” header_2_text_color=”#F8F8F9″ header_2_font_size=”16px” header_3_text_color=”#F8F8F9″ header_4_font=”Lato|||on|||||” custom_margin=”||-100px||false|false” custom_padding=”||0px||false|false” text_text_color_tablet=”#2A2B29″ text_text_color_phone=”#2A2B29″ text_text_color_last_edited=”on|phone” header_2_text_color_tablet=”#f8f8f9″ header_2_text_color_phone=”#f8f8f9″ header_2_text_color_last_edited=”on|desktop” global_colors_info=”{}” header_2_text_color__hover=”#f8f8f9″ header_2_text_color__hover_enabled=”on|desktop”]<\/p>\n

CUSTODIAN OPTIONS<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ _builder_version=”4.20.2″ _module_preset=”default” custom_margin=”||-10px||false|false” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”http:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2023\/03\/BNY-Pershing-01.svg” title_text=”BNY Pershing-01″ align=”center” _builder_version=”4.21.0″ _module_preset=”default” width_tablet=”75%” width_phone=”75%” width_last_edited=”on|desktop” custom_margin=”3px||||false|false” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”http:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2023\/03\/Charles-Schwab-1.svg” title_text=”Charles Schwab” align=”center” _builder_version=”4.21.0″ _module_preset=”default” width_tablet=”75%” width_phone=”75%” width_last_edited=”on|desktop” custom_padding=”19px|||||” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”http:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2023\/03\/fidelity-4.svg” title_text=”fidelity” align=”center” _builder_version=”4.21.0″ _module_preset=”default” width=”83%” width_tablet=”65%” width_phone=”65%” width_last_edited=”on|desktop” custom_padding=”15px||||false|false” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”http:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2023\/03\/TD-1.svg” title_text=”TD” align=”center” _builder_version=”4.21.0″ _module_preset=”default” width=”80%” width_tablet=”75%” width_phone=”75%” width_last_edited=”on|desktop” custom_padding=”19px|||||” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”ADVANCED TECHNOLOGY” _builder_version=”4.18.1″ _module_preset=”default” collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ module_class=”switch-sides” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.18.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” text_text_color=”#2A2B29″ text_font_size=”18px” text_line_height=”30px” header_2_text_color=”#798988″ header_2_font_size=”16px” header_4_font=”Lato|||on|||||” custom_margin=”84px||21px|||” custom_margin_tablet=”24px||0px||false|false” custom_margin_phone=”24px||0px||false|false” custom_margin_last_edited=”on|desktop” text_line_height_tablet=”26px” text_line_height_phone=”26px” text_line_height_last_edited=”on|desktop” header_2_text_color_tablet=”#798988″ header_2_text_color_phone=”#798988″ header_2_text_color_last_edited=”on|desktop” header_3_font_size_tablet=”30px” header_3_font_size_phone=”30px” header_3_font_size_last_edited=”on|tablet” header_3_line_height_tablet=”36px” header_3_line_height_phone=”36px” header_3_line_height_last_edited=”on|desktop” global_colors_info=”{}” header_2_text_color__hover_enabled=”on|desktop” header_2_text_color__hover=”#798988″]<\/p>\n

ADVANCED TECHNOLOGY<\/h2>\n

Financial professionals empowered by technology<\/h3>\n

Financial Professionals shouldn\u2019t be limited by the technology they have available to service their clients. We empower our financial professionals by giving them access to cutting edge software, allowing them to create a superior experience for you. <\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.18.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”http:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2023\/04\/advanced-technology.webp” alt=”ifp technology” title_text=”advanced-technology” align_tablet=”center” align_phone=”center” align_last_edited=”on|desktop” _builder_version=”4.21.0″ _module_preset=”default” width=”90%” hover_enabled=”0″ global_colors_info=”{}” width_last_edited=”on|phone” width_tablet=”60%” module_alignment=”center” sticky_enabled=”0″ width_phone=”95%” custom_padding_last_edited=”on|phone” custom_padding_phone=”||20px||false|false” custom_margin_last_edited=”on|tablet” custom_margin_phone=”-10px||||false|false” custom_padding_tablet=”||30px||false|false”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”LOWER COSTS” _builder_version=”4.18.1″ _module_preset=”default” collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.21.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” custom_margin_last_edited=”on|phone” custom_margin_tablet=”-60px||||false|false” sticky_enabled=”0″ custom_margin_phone=”-100px||||false|false”][et_pb_column type=”1_2″ _builder_version=”4.18.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”http:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2023\/04\/lower-cost.svg” alt=”IFP client costs” title_text=”lower-cost” align_tablet=”center” align_phone=”center” align_last_edited=”on|desktop” _builder_version=”4.21.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” width_last_edited=”on|phone” width_tablet=”65%” module_alignment=”center” sticky_enabled=”0″ width_phone=”87%” custom_margin_last_edited=”on|phone” custom_margin_phone=”||||false|false” custom_margin_tablet=”-40px||||false|false”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.18.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” text_text_color=”#2A2B29″ text_font_size=”18px” text_line_height=”30px” header_2_text_color=”#798988″ header_2_font_size=”16px” header_4_font=”Lato|||on|||||” custom_margin=”84px||21px|||” custom_margin_tablet=”24px||0px||false|false” custom_margin_phone=”24px||0px||false|false” custom_margin_last_edited=”on|tablet” text_line_height_tablet=”26px” text_line_height_phone=”26px” text_line_height_last_edited=”on|desktop” header_2_text_color_tablet=”#798988″ header_2_text_color_phone=”#798988″ header_2_text_color_last_edited=”on|desktop” header_3_font_size_tablet=”30px” header_3_font_size_phone=”30px” header_3_font_size_last_edited=”on|tablet” header_3_line_height_tablet=”36px” header_3_line_height_phone=”36px” header_3_line_height_last_edited=”on|desktop” global_colors_info=”{}” header_2_text_color__hover_enabled=”on|desktop” header_2_text_color__hover=”#798988″]<\/p>\n

LOWER COSTS<\/h2>\n

Our advantages passed down to you.<\/h3>\n

IFP\u2019s scale gives us pricing leverage across our various custodian platforms. We do our best in every situation to pass these advantages on to our financial professionals and their clients. <\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.4″ _module_preset=”default” background_color=”gcid-8c9cc57e-c8b4-413c-bf8f-43f370d0b768″ custom_padding=”||14px|||” global_colors_info=”{%22gcid-8c9cc57e-c8b4-413c-bf8f-43f370d0b768%22:%91%22background_color%22%93}”][et_pb_row _builder_version=”4.19.4″ _module_preset=”default” custom_margin=”-40px||||false|false” custom_padding=”||0px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.20.2″ _module_preset=”default” text_text_color=”#FFFFFF” text_font_size=”18px” text_line_height=”30px” header_text_color=”#FFFFFF” header_2_text_color=”#FFFFFF” header_2_font_size=”16px” header_3_text_color=”#FFFFFF” header_4_font=”Lato|||on|||||” custom_margin=”25px||21px|||” custom_padding=”||0px|||” header_2_text_color_tablet=”#798988″ header_2_text_color_phone=”#798988″ header_2_text_color_last_edited=”on|desktop” global_colors_info=”{}” header_2_text_color__hover=”#798988″ header_2_text_color__hover_enabled=”on|desktop”]<\/p>\n

IFP by the Numbers*<\/h3>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_4,1_4,1_4,1_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”http:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2022\/12\/financial-professionals.svg” title_text=”financial-professionals” align=”center” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.19.5″ _module_preset=”default” text_text_color=”#FFFFFF” text_font_size=”18px” header_font=”|700|||||||” header_text_color=”#FFFFFF” header_font_size=”60px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

262<\/h1>\n

Financial Professionals<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”http:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2022\/12\/aum.svg” title_text=”aum” align=”center” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.20.2″ _module_preset=”default” text_text_color=”#FFFFFF” text_font_size=”18px” header_font=”|700|||||||” header_text_color=”#FFFFFF” header_font_size=”60px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

$11.6B<\/h1>\n

AUM<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”http:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2022\/12\/aua.svg” title_text=”aua” align=”center” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.20.2″ _module_preset=”default” text_text_color=”#FFFFFF” text_font_size=”18px” header_font=”|700|||||||” header_text_color=”#FFFFFF” header_font_size=”60px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

$8.8B<\/h1>\n

AUA<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”http:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2022\/12\/states.svg” title_text=”states” align=”center” _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.19.5″ _module_preset=”default” text_text_color=”#FFFFFF” text_font_size=”18px” header_font=”|700|||||||” header_text_color=”#FFFFFF” header_font_size=”60px” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

50<\/h1>\n

States<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.20.2″ _module_preset=”default” text_text_color=”#FFFFFF” text_orientation=”center” global_colors_info=”{}”]<\/p>\n

*As of 3\/31\/23<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”OWNED & OPERATED” _builder_version=”4.18.1″ _module_preset=”default” collapsed=”on” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ module_class=”switch-sides” _builder_version=”4.21.0″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_column type=”1_2″ _builder_version=”4.18.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” text_text_color=”#2A2B29″ text_font_size=”18px” text_line_height=”30px” header_2_text_color=”#798988″ header_2_font_size=”16px” header_4_font=”Lato|||on|||||” custom_margin=”40px||36px||false|false” custom_margin_tablet=”24px||0px||false|false” custom_margin_phone=”24px||0px||false|false” custom_margin_last_edited=”on|tablet” text_line_height_tablet=”26px” text_line_height_phone=”26px” text_line_height_last_edited=”on|desktop” header_2_text_color_tablet=”#798988″ header_2_text_color_phone=”#798988″ header_2_text_color_last_edited=”on|desktop” header_3_font_size_tablet=”30px” header_3_font_size_phone=”30px” header_3_font_size_last_edited=”on|tablet” header_3_line_height_tablet=”36px” header_3_line_height_phone=”36px” header_3_line_height_last_edited=”on|desktop” global_colors_info=”{}” header_2_text_color__hover_enabled=”on|desktop” header_2_text_color__hover=”#798988″]<\/p>\n

FINANCIAL PROFESIONAL OWNED & OPERATED<\/h2>\n

We answer to you, not shareholders.<\/h3>\n

It’s simple: the key decision-makers at IFP are current or former financial professionals, concerned with the well-being of our <\/span>financial professionals<\/span> and their clients. This means we don’t answer to corporate executives or shareholders, leaving us to make the best decisions to serve you.\u00a0<\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.18.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”http:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2023\/04\/fp-owned-operated.svg” alt=”IFP financial professionals” title_text=”fp-owned-operated” align_tablet=”center” align_phone=”center” align_last_edited=”on|desktop” _builder_version=”4.21.0″ _module_preset=”default” width=”90%” module_alignment=”center” hover_enabled=”0″ global_colors_info=”{}” width_last_edited=”on|phone” width_tablet=”55%” sticky_enabled=”0″ width_phone=”98%” custom_margin_last_edited=”on|tablet” custom_margin_phone=”||10px||false|false” custom_margin_tablet=”||10px||false|false”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

CLIENTS Supporting your financial professional so they can support you The quality of service our financial professionals provide is a reflection of the support we give them. That\u2019s why we offer more choices and options than traditional broker-dealers and RIAs, as well as, easy-to-use tools and investment platforms.MORE CHOICES More is better: better options and […]<\/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-52","page","type-page","status-publish","hentry"],"yoast_head":"\nClients - Independent Financial Partners<\/title>\n<meta name=\"description\" content=\"Choose a financial professional-owned firm that answers to you, not shareholders. 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