Independent Financial Partners

A broker-dealer and registered investment adviser based out of Tampa, Florida.

[Independent Financial Partners @IF_Partners]

For the first time since February 2011, the U.S. 10-year Treasury note yield broke above the 3.7% mark. This comes as expectations of higher interest rates dented appetite for government debt. #MarketNews #Finance

Source: https://t.co/eerYIccYSh

[Independent Financial Partners @IF_Partners]

Our team also took time to break into small groups to discuss what IFP means to us. With new faces in the office, it was a great way to meet new team members and discover how each role makes a difference! #LifeAtIFP

[Independent Financial Partners @IF_Partners]

Sept's Lunch & Learn in the books —this time focused on all things IFP!

From presenting on our history, mission, and vision, we made sure our team not only understood why IFP was created but how their role contributed to our growth and the growth for our financial professionals.

[Independent Financial Partners @IF_Partners]

ThinkAdvisor recently broke down 8 specific soft skills financial professionals must master in today’s environment 👉 https://t.co/YHcjJVLfZP

[Independent Financial Partners @IF_Partners]

While many financial professionals can carry the same credentials, the differentiator between two can come in many different forms, one being an advisor’s soft skills. In fact, soft skills are just as critical for financial professionals as their technical skills.

[Independent Financial Partners @IF_Partners]

Last Friday, we wrapped the work week early with a happy hour for our team. With charcuterie boards from Gather and Graze almost too perfect to eat, our CEO, Bill Hamm, also took on a new role of bartender!

Here’s (& cheers) to many more to come! #LifeAtIFP #TeamCulture

[Independent Financial Partners @IF_Partners]

Last week, the IFP Home Office welcomed Senior Investment Consultant, Jared McDaniel, to host our August Lunch & Learn!

Part of City National Rochdale, an IFP Partner, Jared presented on the topic of Winning New, High-Net-Worth Clients! #LunchAndLearn #LifeAtIFP

[Independent Financial Partners @IF_Partners]

While diversification does not ensure a profit, nor guarantee protection against any loss, it helps to mitigate the risk and volatility in your portfolio since your money is spread across a variety of asset classes. This will ensure all of your eggs aren’t just in one basket! 💡

[Independent Financial Partners @IF_Partners]

You may think you’re the luckiest person in the world whose positions will all soar… and while we wish that could be the case, there will be periods when some of your investments dip. When those dip, your other investments will need to pick up the slack. Cue: diversification.

[Independent Financial Partners @IF_Partners]

The #DJIA added over 300 points earlier today, alongside a rise of 0.6% in the S&P 500 and the #Nasdaq up 0.3%. This comes following earning releases from big retailers such as Walmart and Home Depot. #USNews #MarketNews

Source: https://t.co/W9x3vGdFVr

[Independent Financial Partners @IF_Partners]

Remember: staying up-to-date on current concerns and overall sentiments guiding investor and business owners planning is crucial for any financial professional and can help in your planning and communication with your clients.

[Independent Financial Partners @IF_Partners]

According to the latest quarterly investor sentiment survey conducted by UBS, investors’ optimism has dipped to early-pandemic levels resulting in 12 concerns ranging from inflation effects, market volatility and optimism.

Check out survey results here 👉 https://t.co/tqt0xo0p9P

[Independent Financial Partners @IF_Partners]

We’re searching for a talented individual to join our finance and accounting department here at IFP!

Interested or know someone who would be a good fit? Apply today 👉 https://t.co/A0tlwqwgd9

#NowHiring #JobOpportunity #Finance

[Independent Financial Partners @IF_Partners]

The number of job openings fell by over 600,000 from the month prior to 10.7 million in June. This is the lowest reading in nine months and the third consecutive drop since a record level of 11.8 million openings in March. #USNews #JobOpenings

Source: https://t.co/8NzzUP5Hio

[Independent Financial Partners @IF_Partners]

A lunch out with the ladies is just what is needed!

Our team is grateful for these small moments of time between busy schedules to not only grow as a team through shared laughs and stories, but learn more about each other’s goals and accomplishments outside the office.

[Independent Financial Partners @IF_Partners]

When it comes to saving money, it is sometimes simple switches that can help make that hit of #inflation feel a little less powerful.

Need to brush up? Here are 16 simple, money-saving strategies you can share with your clients as prices rise 👉 https://t.co/jQxKjefEhD

[Independent Financial Partners @IF_Partners]

With prices up across sectors, clients are likely to feel the pressure of inflation in their daily life. While some may choose to stick to their current financial plan, others may look to their financial professional for advice.

[Independent Financial Partners @IF_Partners]

This month's Lunch & Learn was held by our President and COO, Chris Hamm, focusing on all things Microsoft Teams!

Chris covered a variety of topics from when to use Teams vs. email, chats vs. channels, and how to be a better communicator in a hybrid environment. #LifeAtIFP

[Independent Financial Partners @IF_Partners]

Bryce Sanders from ThinkAdvisor broke down 12 basics on taking your client to lunch, including the logic behind each. Yes, 12 basics.

Brush up on them here and apply them to your next client review 👉 https://t.co/DBMTiMDCJE

[Independent Financial Partners @IF_Partners]

Let’s talk taking clients out to lunch & the logic behind it all.

While not every client relationship building event needs a plan or motive, it’s nice to do a quick refresh on some basics of taking a client to lunch and the benefits it could have!