SOURCE: Integrated Financial Partners, Inc.

FiComm Partners

November 19, 2014 09:00 ET

Integrated Financial Partners, Inc. Achieves Record Advisor Growth and Continued High Retention in 2014

BOSTON, MA--(Marketwired - November 19, 2014) -

  • IFP increases advisor manpower by 7.2% in 2014, largely driven by marketing opportunities generated by IFP's CPA Professional Partnership Program.
  • Reports a 98% rate of advisor retention.
  • Additional 2014 achievement includes IFP being named to the 'Boston Globe's Top Places To Work' list for the 5th consecutive year.

Integrated Financial Partners® (IFP), a premier financial services firm headquartered in Waltham, MA, today announced that the firm has hired seven new financial advisors in 2014. This year the firm has seen an increase in advisors of more than 7.2% while reporting a 98% rate of advisor retention. IFP currently has nearly 205 registered representatives total and was recently named to the Boston Globe's Top Places to Work 2014 list for the 5th consecutive year.

At a time when overall industry advisor headcount is shrinking at an annual rate of -1.4% per year, as reported by Cerulli Associates, IFP's financial advisor growth rate of 7.2% stands out. The main driver of growth is the IFP CPA Professional Partners Program, which allows CPAs and accountants to team up with IFP advisors to generate qualified business opportunities and enhanced client service offerings.

"In today's competitive financial advisory environment, independent advisors face many challenges when working to grow their practices," said Paul Saganey, Founder and President of IFP. "As an advisor myself, I have experienced first-hand the trials and tribulations of building a practice without resources. We at IFP have adapted our business model to provide the most appropriate resources for advisors that want to be allowed the freedom to think outside the box and revel in the knowledge that they can control their own destiny."

In addition to access to their Professional Partners Program™, IFP provides advisors with intensive marketing, training, planning, case design and compliance support. The advanced planning capabilities, investment solutions, account aggregation, and online reporting tools delivered by IFP create a collaborative environment for advisors to succeed.

"There are numerous obstacles for advisors who choose to work independently without support. The many levels of support that IFP provides gives me confidence that I am presenting our clients with top tier strategic financial plans that will help them accumulate and protect their wealth," said David Kline, CFP®, a Financial Planner who joined IFP in 2014 after spending 10 years at Fidelity Investments. "Since joining IFP, my clients have told me that our comprehensive planning and our distribution plan truly set us apart."

The level of advisor support and resources delivered by IFP, along with the robust firm culture, has earned the firm a recurring spot on the 'Boston Globe's Top Places to Work 2014' list. This marks IFP's 5thyear of inclusion in this prestigious list since its inception seven years ago. With over 25 locations, IFP is committed to creating a healthy work environment where employees are inspired to help further IFP's mission of helping clients improve their financial future while positively impacting their quality of life.

New 2014 Financial Advisors include:

  • Andrew Ross - Waltham, MA
  • Bill Hackler - Leominster, MA
  • David Kline - Waltham, MA
  • Mary Askland - Palm Beach, FL
  • Seth Rivers - Danbury, CT
  • Will Hackler - Leominster, MA
  • Katherine Mackey - Fairfax, VA

About Integrated Financial Partners, Inc.:

Integrated Financial Partners, Inc. (IFP) is a premier financial services firm headquartered in Waltham, MA, whose members are registered representatives of Lincoln Financial Advisors Corp., a member of Lincoln Financial Group. Through Lincoln Financial Advisors, a broker/dealer (member SIPC) and registered investment advisor, IFP offers securities and investment advisory services that help guide their clients toward a more secure future by offering comprehensive financial, retirement, investment, business owner and estate planning, through the use of proven strategies and state-of-the-art software. Through their Professional Partnership Program, IFP additionally teams up with CPAs to provide an even more enhanced offering for their clients. To learn more about IFP, Inc. as well as their Professional Partnership Program please visit or

Integrated Financial Partners, Inc. is not an affiliate of Lincoln Financial Advisors Corp. 


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