Building trust is what sets independent advisors apart, and it’s the secret to growing your practice organically through referrals and lasting partnerships. #IndependentAdvisor #ClientLoyalty #ClientRetention #FinancialSuccess #BusinessGrowth
Independent Financial Partners (IFP)
金融服务
Tampa,FL 8,604 位关注者
We aim to build the greatest network of financial professionals who can count on us to uplift & support their practices.
关于我们
Independent Financial Partners is a broker-dealer and registered investment adviser based out of Tampa, Florida. At IFP, everything we do is with the financial professionals and their clients in mind. Our team of experienced professionals is committed to providing superior service and support personalized to each individual’s needs. Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor.
- 网站
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https://linktr.ee/ifpartners
Independent Financial Partners (IFP)的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Tampa,FL
- 类型
- 私人持股
- 创立
- 2019
- 领域
- independent financial advisor、wealth management、financial planning、retirement plan consulting、broker-dealer、ria、registered investment advisor和financial advisor
地点
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主要
3030 North Rocky Point Drive W #700
US,FL,Tampa,33607-7200
Independent Financial Partners (IFP)员工
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Dan Mageras, CFP?
CERTIFIED FINANCIAL PLANNER ? at Independent Financial Partners (IFP)
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Dan Overbey
Divisional President | IFP Institutional Services
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Jeffery Acheson, CPWA? CFP? CPFA? AIF?, CEPA? NQPA? CAPP?
A Certified Private Wealth Advisor focused on helping successful lawyers and lobbyists protect their income and assets from creditors, predators…
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Cuong "Ken" Nguyen
Associate, Compensation
动态
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What’s stopping you from unlocking your potential? Start charting your path to financial freedom today. #FinancialAdvisors #GoingIndependent #FinancialFreedom #Entrepreneurship #WealthBuilding
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Financial Advisors: Does Your Website Need a Modern Makeover? Your website plays a crucial role in your marketing efforts. If it's time for a refresh, consider these 6 design tips. #financialadvisors #financemarketing
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Robo-advisors are changing the financial landscape—some see them as competition, while others view them as a tool for growth. Are they a threat to independent advisors, or an opportunity to enhance your practice? Read our latest blog to find out: https://lnkd.in/eGa8mX_2 #FinancialAdvisors #WealthManagement #RoboAdvisors #FinanceTrends
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Choosing the right custodian is one of the most important decisions for your firm’s success. Swipe for 7 key questions every financial advisor should ask before making their choice. Are you asking the right ones? #FinancialAdvisors #WealthManagement #RIA
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AI is revolutionizing how financial advisors engage with clients, enabling them to provide more personalized, efficient, and meaningful services. Read the full blog to learn how advisors can make the most of AI to stay ahead in this dynamic field:?https://lnkd.in/ea-p9Cd5 #AI?#artificialintelligence?#financialadvisory?#pfmtools?#AITrend
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Great conversations, great company, and a great night! Last week, Thomas Petrus of Harbor Wealth Advisors made a stop in Tampa to catch up with our team at happy hour. We always appreciate the opportunity to connect with the incredible advisors we support. #LifeAtIFP #FinancialAdvisors #AdvisorCommunity #Networking #TeamCulture
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#Networking is more than just exchanging business cards —?it's the backbone of growth for independent advisors. At IFP, we support you with a community of trusted industry professionals who empower your success. Whether through social posts or access to expert teams, you can build your business and your network from the ground up. #IndependentAdvisor #PersonalBrand #ProfessionalConnections #FinancialAdvisors
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Join us in welcoming Matt Casey from AnchorPoint Wealth to IFP! #Welcome #financialadvisor
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As an independent advisor, your time is your currency. The less time spent on repetitive tasks, the more time you can dedicate to building relationships, growing your business, and helping clients thrive! #IndependentAdvisors #TimeManagement #ProductivityTips #FinancialAdvisors
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