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
Independent Financial Partners (IFP)
Financial Services
Tampa, FL 8,337 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
Get directions
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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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
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Embracing social media is the key to: ⭐️ reaching more clients ⭐️ building trust ⭐️ showcasing your expertise Financial advisors - if you're not using your social channels to connect with your target audience, it's time to start! . . . #financialadvisor #wealthmanagement #financialadvisormarketing #brokerdealer #tampafl
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Congratulations to Peter Nunley, CFA, MBA on winning Manager of the Quarter! Pete is the Director of Asset Management at IFP and has proven himself to be an exceptional leader! . . . #Managerofthequarter #EmployeeEngagement #BrokerDealer #RIA #Tampa
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Advisors should go beyond generic interactions by understanding their clients on a deeper level. In this article, we explore effective strategies to enhance the overall client experience: https://lnkd.in/eVUnpPsg . . . #financialplanning #wealthmanagement #financialadvisor #financialadvisors
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Financial advisors - it's important to keep finding new ways to grow your client base. Doing this helps: ⭐️ ensure your business keeps thriving ⭐️ your business stays competitive ⭐️ reduce the risks that come with losing clients . . . #financialadvisor #wealthmanagement #brokerdealer #clients
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A look into our Q2 2024 market commentary, curated by IFP's Asset Management Team. Thanks for sharing Peter Nunley, CFA, MBA!
Check out IFPAM’s Q2 2024 market commentary. In this piece, we take a look at what happened in some of the major capital markets during the second quarter of 2024.
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Happy National Intern Day to our interns, Brent Coton and Daniel Clements! Your hard work and dedication have made a significant impact at IFP. We're grateful for all you do. 👏 . . . #NationalInternDay #LifeatIFP #TampaFL
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Congratulations to Olivia Sullivan on winning Employee of the Quarter! Liv is IFP's Graphic Designer and she specializes in creating captivating marketing pieces for our advisors and the firm. 👏 Liv's dedication to delivering high-quality work and her positive attitude have made her a pleasure to work with. . . . #Employeeofthequarter #EmployeeEngagement #BrokerDealer #RIA #Tampa
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