Affiliate with Independence Financial Partners
As a financial professional, you want nothing less than the best for your clients. Your professional reputation depends on the quality of service you provide and the results you deliver.
One part of giving clients the best service possible is having adequate support for you own work and access to the best informational resources in the industry. Although it can be done, that’s a lot to ask of a professional working alone. Independence Financial Partners brings together many individual advisors and advisory groups, allowing them to retain their independence while gaining the benefit of our organizational resources:
- Research—a dedicated team of professionals provide deep, insightful, current financial information.
- Office support—calls are answered by a real person, giving every client personal attention whether for setting appointments, answering questions, or handling transactions.
- Facilities—like the right tool for the job, the right facilities help you do your best work.
- Conference rooms of various sizes are available to support your presentations and offer a quiet, confidential meeting place.
- Technologies to support professional video conferences.
- Convenient, central office location that is easy for clients to find.
- Professional Growth—Collaborate with other professionals and gain increased insights. Advisor continuity is critical; as an advisor approaches retirement, he or she teams with a younger advisor to ensure a smooth transition and comfortable client experience.
- Independence—retain your independence as an advisor and fiduciary to your clients without proprietary constraints.
You also have the freedom to affiliate the way that best suits your needs and your business model. Independence Financial Partners is built by advisors and dedicated to your success. Contact us to find out more.
HOW WE’RE DIFFERENT
At Independence Financial Partners, your practice is built by you but backed by local and national resources powered by Royal Alliance to help move your practice forward. This unique combination of independence and support allows you to stay focused on meeting the needs of your clients, while providing help when you need it.