{"id":198,"date":"2018-04-03T20:54:12","date_gmt":"2018-04-03T20:54:12","guid":{"rendered":"https:\/\/ifpartners.com\/?p=198"},"modified":"2023-05-16T18:59:08","modified_gmt":"2023-05-16T18:59:08","slug":"becoming-an-independent-financial-advisor","status":"publish","type":"post","link":"https:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/","title":{"rendered":"Becoming an Independent Financial Professional"},"content":{"rendered":"\n<div class=\"videoWrapper\"><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/MoNOfN40M9M\" allowfullscreen=\"allowfullscreen\" width=\"600\" height=\"312\" frameborder=\"0\"><\/iframe><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Video Transcription<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Hi. My name is Ned Van Riper. I&#8217;m the Director of Advisor Recruiting with Independent Financial Partners. We&#8217;re an SEC registered RIA, and as the breakaway financial professional movement continues to gain traction, I wanted to talk about the term independence, perhaps squash a few misperceptions about what independence is and is not.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Independent But Not Alone<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Breakaway financial professionals, captive financial professionals, they hear the term independence, and they think that they are going to be alone or they think they&#8217;re going to be without support and service. Who do they turn to for the normal questions they have on a daily basis? And they&#8217;re so used to their current branch environment that they had their branch manager compliance team, ops team, right down the hallway. They can turn to questions and answers at any given time. And they&#8217;re surrounded by a dozen or more financial professionals they can bounce ideas off at any given time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As a former wirehouse financial professional myself for several years, I would make the argument that there&#8217;s more support and more service within the independent space, especially if you&#8217;re partnered with the right firm. What independence is is control and it&#8217;s ownership. And yes, economics are stronger, too. But financial professionals break away to form their own business that they have the ownership of. They control the branding and they control the message and the value they provide to their clients. And they&#8217;re not told how they do it. It&#8217;s how they want to do it.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Concierge Service for Clients<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The ability to serve the clients really resonates with financial professionals because that&#8217;s a different model than what they&#8217;ve been used to on the captive side. There&#8217;s no firm requirements, and again, they have, with the right firm, more support, more service, and more specialists that they can pick the brain of and get support and help from all day long.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I hope that gives a little insight into what independence is and is not, and I appreciate you watching.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Video Transcription Hi. My name is Ned Van Riper. I&#8217;m the Director of Advisor Recruiting with Independent Financial Partners. We&#8217;re an SEC registered RIA, and as the breakaway financial professional movement continues to gain traction, I wanted to talk about the term independence, perhaps squash a few misperceptions about what independence is and is not. [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":316,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_mi_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[18],"tags":[],"class_list":["post-198","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice_management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Becoming an Independent Financial Professional - Independent Financial Partners<\/title>\n<meta name=\"description\" content=\"An independent financial professional has the power to select the third-party services and tools that work best for them and their clients.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Becoming an Independent Financial Professional - Independent Financial Partners\" \/>\n<meta property=\"og:description\" content=\"An independent financial professional has the power to select the third-party services and tools that work best for them and their clients.\" \/>\n<meta property=\"og:url\" content=\"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/\" \/>\n<meta property=\"og:site_name\" content=\"Independent Financial Partners\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IndependentFinancialPartners\" \/>\n<meta property=\"article:published_time\" content=\"2018-04-03T20:54:12+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-05-16T18:59:08+00:00\" \/>\n<meta name=\"author\" content=\"Michelle Peatee\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IF_Partners\" \/>\n<meta name=\"twitter:site\" content=\"@IF_Partners\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Michelle Peatee\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/#article\",\"isPartOf\":{\"@id\":\"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/\"},\"author\":{\"name\":\"Michelle Peatee\",\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/person\/9172e87c7bf344bebe5372248f629a90\"},\"headline\":\"Becoming an Independent Financial Professional\",\"datePublished\":\"2018-04-03T20:54:12+00:00\",\"dateModified\":\"2023-05-16T18:59:08+00:00\",\"mainEntityOfPage\":{\"@id\":\"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/\"},\"wordCount\":357,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#organization\"},\"articleSection\":[\"Practice Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/\",\"url\":\"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/\",\"name\":\"Becoming an Independent Financial Professional - Independent Financial Partners\",\"isPartOf\":{\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#website\"},\"datePublished\":\"2018-04-03T20:54:12+00:00\",\"dateModified\":\"2023-05-16T18:59:08+00:00\",\"description\":\"An independent financial professional has the power to select the third-party services and tools that work best for them and their clients.\",\"breadcrumb\":{\"@id\":\"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Becoming an Independent Financial Professional\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#website\",\"url\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/\",\"name\":\"Independent Financial Partners\",\"description\":\"A Better Broker-Dealer\",\"publisher\":{\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#organization\",\"name\":\"Independent Financial Partners\",\"url\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2023\/04\/IFP-Secondary-64px.png\",\"contentUrl\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2023\/04\/IFP-Secondary-64px.png\",\"width\":64,\"height\":48,\"caption\":\"Independent Financial Partners\"},\"image\":{\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/IndependentFinancialPartners\",\"https:\/\/twitter.com\/IF_Partners\",\"https:\/\/www.linkedin.com\/company\/ifpartners\/\",\"https:\/\/www.instagram.com\/if_partners\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/person\/9172e87c7bf344bebe5372248f629a90\",\"name\":\"Michelle Peatee\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/f40cf5994c7e37cbaad1fe5b7dcdfcf161c1ad89da4be599d04749e5ca46a727?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/f40cf5994c7e37cbaad1fe5b7dcdfcf161c1ad89da4be599d04749e5ca46a727?s=96&d=mm&r=g\",\"caption\":\"Michelle Peatee\"},\"sameAs\":[\"https:\/\/ifpartners.com\"],\"url\":\"https:\/\/ifp.ifpstage.com\/bd3stage\/author\/michelle-peatee\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Becoming an Independent Financial Professional - Independent Financial Partners","description":"An independent financial professional has the power to select the third-party services and tools that work best for them and their clients.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/","og_locale":"en_US","og_type":"article","og_title":"Becoming an Independent Financial Professional - Independent Financial Partners","og_description":"An independent financial professional has the power to select the third-party services and tools that work best for them and their clients.","og_url":"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/","og_site_name":"Independent Financial Partners","article_publisher":"https:\/\/www.facebook.com\/IndependentFinancialPartners","article_published_time":"2018-04-03T20:54:12+00:00","article_modified_time":"2023-05-16T18:59:08+00:00","author":"Michelle Peatee","twitter_card":"summary_large_image","twitter_creator":"@IF_Partners","twitter_site":"@IF_Partners","twitter_misc":{"Written by":"Michelle Peatee","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/#article","isPartOf":{"@id":"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/"},"author":{"name":"Michelle Peatee","@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/person\/9172e87c7bf344bebe5372248f629a90"},"headline":"Becoming an Independent Financial Professional","datePublished":"2018-04-03T20:54:12+00:00","dateModified":"2023-05-16T18:59:08+00:00","mainEntityOfPage":{"@id":"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/"},"wordCount":357,"commentCount":0,"publisher":{"@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#organization"},"articleSection":["Practice Management"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/#respond"]}]},{"@type":"WebPage","@id":"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/","url":"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/","name":"Becoming an Independent Financial Professional - Independent Financial Partners","isPartOf":{"@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#website"},"datePublished":"2018-04-03T20:54:12+00:00","dateModified":"2023-05-16T18:59:08+00:00","description":"An independent financial professional has the power to select the third-party services and tools that work best for them and their clients.","breadcrumb":{"@id":"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/"]}]},{"@type":"BreadcrumbList","@id":"http:\/\/ifp.ifpstage.com\/bd3stage\/becoming-an-independent-financial-advisor\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/ifp.ifpstage.com\/bd3stage\/"},{"@type":"ListItem","position":2,"name":"Becoming an Independent Financial Professional"}]},{"@type":"WebSite","@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#website","url":"https:\/\/ifp.ifpstage.com\/bd3stage\/","name":"Independent Financial Partners","description":"A Better Broker-Dealer","publisher":{"@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ifp.ifpstage.com\/bd3stage\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#organization","name":"Independent Financial Partners","url":"https:\/\/ifp.ifpstage.com\/bd3stage\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/logo\/image\/","url":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2023\/04\/IFP-Secondary-64px.png","contentUrl":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2023\/04\/IFP-Secondary-64px.png","width":64,"height":48,"caption":"Independent Financial Partners"},"image":{"@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/IndependentFinancialPartners","https:\/\/twitter.com\/IF_Partners","https:\/\/www.linkedin.com\/company\/ifpartners\/","https:\/\/www.instagram.com\/if_partners\/"]},{"@type":"Person","@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/person\/9172e87c7bf344bebe5372248f629a90","name":"Michelle Peatee","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/ifp.ifpstage.com\/bd3stage\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/f40cf5994c7e37cbaad1fe5b7dcdfcf161c1ad89da4be599d04749e5ca46a727?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/f40cf5994c7e37cbaad1fe5b7dcdfcf161c1ad89da4be599d04749e5ca46a727?s=96&d=mm&r=g","caption":"Michelle Peatee"},"sameAs":["https:\/\/ifpartners.com"],"url":"https:\/\/ifp.ifpstage.com\/bd3stage\/author\/michelle-peatee\/"}]}},"_links":{"self":[{"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/posts\/198","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/comments?post=198"}],"version-history":[{"count":1,"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/posts\/198\/revisions"}],"predecessor-version":[{"id":7644,"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/posts\/198\/revisions\/7644"}],"wp:attachment":[{"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/media?parent=198"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/categories?post=198"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ifp.ifpstage.com\/bd3stage\/wp-json\/wp\/v2\/tags?post=198"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}