Maintaining an online presence is key for advisors targeting Gen Z and Millennial clients. 📲 Given their digital reliance, a strong online presence: ⭐️ Boosts visibility ⭐️ Builds credibility and accessibility ⭐️ Establishes trust and engagement. ⭐️ Showcases expertise ⭐️ Adapts to communication trends ⭐️ Caters to younger generations' preference for digital interaction . . . #FinancialAdvisor #WealthManagement #financialadvisormarketing #brokerdealer
Independent Financial Partners (IFP)
Financial Services
Tampa, FL 8,357 followers
We aim to build the greatest network of financial professionals who can count on us to uplift & support their practices.
About us
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.
- Website
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https://linktr.ee/ifpartners
External link for Independent Financial Partners (IFP)
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Tampa, FL
- Type
- Privately Held
- Founded
- 2019
- Specialties
- independent financial advisor, wealth management, financial planning, retirement plan consulting, broker-dealer, ria, registered investment advisor, and financial advisor
Locations
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Primary
3030 North Rocky Point Drive W #700
Tampa, FL 33607-7200, US
Employees at Independent Financial Partners (IFP)
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Dan Mageras, CFP®
CERTIFIED FINANCIAL PLANNER ™ at Independent Financial Partners (IFP)
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Ronald R. Morris
Financial Advisor 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 trusted authority who helps attorneys, lobbyists, and other financial professionals execute wealth building, tax mitigation, and risk management…
Updates
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In fostering strong client-advisor relationships, financial advisors can employ these seven key strategies to build trust: 1️⃣ Transparency plays a crucial role in ensuring clients are well-informed about financial matters. 2️⃣ Listening attentively to clients' needs and concerns is equally vital. 3️⃣ To enhance communication, advisors should avoid unnecessary jargon, ensuring clarity in their interactions. 4️⃣ Consistency in communication fosters trust. 5️⃣ Getting to know clients on a more personal level is equally important in fostering trust. 6️⃣ Prompt responsiveness reinforces reliability. 7️⃣ Letting one's values guide decision-making adds an ethical dimension, solidifying the foundation of trust in the advisor-client partnership. . . . #financialadvisor #brokerdealer #wealthmanagement #RIA #tampaflorida
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Having a strategy when managing a remote team is key to keeping everyone on the same page and getting things done smoothly. It helps set clear expectations, keeps communication flowing, and makes sure everyone is working toward the same goals, no matter where they are. . . . #remotework #remote #brokerdealer #RIA #financialadvisor
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Meet Maggie Gilheney, our newest Transition Support Associate! We are excited to have her on board! 👏 . . . . #employeespotlight #employeeengagement #brokerdealer #tampafl #RIA
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Building strong client-advisor relationships doesn't have to be complicated. Here are seven simple strategies that can make a big difference in earning your clients' trust: 1️⃣ Be transparent. Keep your clients in the loop and make sure they fully understand their financial situation. 2️⃣ Really listen. Pay close attention to your clients' needs and concerns—this shows you genuinely care. 3️⃣ Skip the jargon. Clear, straightforward communication is key to keeping everyone on the same page. 4️⃣ Be consistent. Regular, reliable communication helps build trust over time. 5️⃣ Get personal. Taking the time to know your clients beyond the numbers helps create a deeper connection. 6️⃣ Respond quickly. Being prompt shows you’re dependable and that your clients can count on you. 7️⃣ Stay true to your values. Making decisions based on what you believe in adds an ethical layer that strengthens trust. #financialadvisor #brokerdealer #wealthmanagement #RIA #tampaflorida
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Looking to tap into the Millennial market as a financial advisor? 🤔 Here are four essential strategies to land Millennial clients: 1️⃣ Meet them on social media: Millennials are active on platforms like Facebook, LinkedIn, X, and Instagram, so establish a strong presence there to connect with them effectively. 2️⃣ Make it easy to find you online: Given their reliance on Google for information, ensure your firm's SEO is on point to enhance discoverability. 3️⃣ Create digital content: Engage Millennials through various digital mediums, including websites, blog posts, digital newsletters, videos, podcasts, and virtual meetings, offering valuable financial insights and advice. 4️⃣ Tailor services to fit their needs: Recognize that many Millennials are just starting their financial journey, so provide services that cater to their specific requirements, helping them embark on the right financial path. . . . #financialadvisor #brokerdealers #RIA #tampaflorida
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Yesterday during our Lunch & Learn, our Director of Asset Management, Peter Nunley, CFA, MBA, presented an insightful Q2 2024 market outlook. In his update, he went over some key developments in major capital markets during the second quarter of 2024. . . . #employeeengagement #lunchandlearn #marketupdates #stockmarket #assetmanagement
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Financial advisors, need some inspiration to take your advisory business to the next level? Check out these podcasts! 🎙️ . . . #financialadvisor #wealthmanagement #brokerdealer #RIA #financialadvisors
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Financial advisors can enhance client relationships and drive growth by spending less time on administrative tasks. Advisors can start by delegating tasks to support staff or utilizing technology, allowing them to focus on strategic planning and personalized client service. This shift not only improves productivity but also elevates the overall client experience. 💡 Source: cerulli "US Advisor Metrics 2023" . . . #financialadvisor #wealthmanagement #tampafl #brokerdealer