Fiduciary is going to be a critical designation moving forward; make sure you’re compliant and take advantage of the increasing consumer demand.
Focus on Relationship Management
Fiduciary Financial Advisors who work with Interactive Financial Advisors and use the CARESProcess™ come from a variety of talents and backgrounds. The key to success is a love and belief in genuine relationship management and helping your clients realize success.
The Department of Labor fiduciary rule changes in April 2016 require all who provide retirement investment advice, plan fiduciaries and IRAs to following the fiduciary standard and put clients’ best interest before their profits.
Advisors need to get in line with the new fiduciary rules to ensure their business growth for the high-demand sector of retirement planning
Consumers have a need now more than ever for trusted, fiduciary advisors who CARE. A 401K isn’t enough, social security won’t fulfill the future needs, and complex options require expert, hands-on planning. Business demand is projected to grow 23% faster than industry average 2014 to 2024, due to aging population and rising life expectancies
The average age of financial advisers is 51, 43% are older than 55, and only 11% are younger than 35. according to research firm Cerulli Associates. Almost 35% plan to retire in the next 10 years yet there are few in the pipeline to backfill them. Consulting firm Moss Adams estimates that the industry is facing a 200,000 advisor shortfall by 2022 in the U.S.
We provide the products, solutions, and technologies that allow our Advisors to deliver phenomenal relationship management, investment planning and advise, scalable and performance-driven models with proven results, and diverse package for clients at every income level
Easy to follow and interactive process that helps facilitate a trusting relationship between advisors and clients to help make life better for everyone.
Determine how much your clients care and their commitment to mutual success.
A comprehensive yet easy to learn and implement illustration of how life events impact an individual's life.
With 10 simple questions, construct and present customized portfolios along with an Investment Policy Statement for each individual client
Cloud-based turnkey robo-advisor platform designed for financial institutions. Emotomy's technology helps financial advisors design, optimize, track, and share client portfolios with their own proprietary investment strategies.
Champion of Registered Investment Advisors. Only independent RIA custodian offering fully integrated real-time technology, consultative services and back office support built exclusively for RIAs. E*Trade Advisor Services has been a strategic partner of IFA since 2004 and has made asset custody a stress-free solution.
Leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry's most widely-used applications
A comprehensive business financial calculator to illustrate the 10-year forecasted potential earnings and business buyout for advisors that can be used in conjunction with goal setting for potential advisors and current advisor reviews.
Align with CARES Process and Vision & Review Financial Business Opportunity
Licensing & Contracting Pay Appropriate Fees
Develop & Implement Action Plan Complete Training
Be a lifelong learner who cares about client relationships
Schedule a call to talk with an Interactive Financial Advisor expert!
Great! Interactive Financial Advisors primarily works with experienced advisors or representatives that come with a book of business that are looking to improve each client’s situation. We perform compliant financial and retirement planning for as well as grow, scale or create more efficiencies with their business
That’s okay too! As part of your action plan we will work with and educate you on acquring new clients.
We collaborate with many broker/dealers that work with us, and we have a strategic partnership with Brooklight Place Securities.
Pay fees in the state of your office. In working with IFA, Advisors get a menu of advisor tools to choose from based on business needs.
Back office support, training, access to a system that keeps you compliant with regulations. We have fabulous planning tools to assist you along with people-based support when you need it. (such as - if you have a meeting coming up and need help putting the plan together, you can call IFA for help)