Practice Hub
The operational backbone for independent IFP professionals. Access compliance frameworks, vetted technology stacks, and our exclusive high-net-worth lead generation engine.
IFP Lead Network
Consumer demand for verified fiduciary advice is at an all-time high. The IFP directory routes pre-qualified prospects directly to your practice based on your stated ideal client persona.
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Minimum Asset Filtering We enforce a strict $500k investable asset minimum for consumer inquiries before routing them to the network.
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Exclusive Routing Leads are sent to a single advisor. We do not participate in the race-to-the-bottom multi-sell model.
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Detailed Intake Prospects complete a 12-point questionnaire covering tax complexity, estate concerns, and business ownership status.
Recent Network Metrics
Practice Management Resources
Compliance Templates
Turnkey ADV Part 2A/2B templates, privacy policies, and code of ethics manuals updated annually for SEC and state regulations.
Access LibraryTech Stack Reviews
Unbiased, objective reviews of CRM, portfolio management, and financial planning software. We accept no vendor kickbacks.
Read ReviewsClient Deliverables
White-labeled one-pagers, quarterly commentary templates, and visual planning aids to standardize your client experience.
View TemplatesFrequently Asked Questions
How frequently should this data be reviewed?
Industry best practices dictate a quarterly review of these inputs to ensure assumptions remain valid. Refer to the Practice Hub for compliance schedules.
What happens if the inputs are incorrect?
Incorrect inputs can severely impact long-term projections. We strongly recommend completing our Certification Program to understand the mathematical underpinnings of these models.
Are these figures guaranteed?
No. All outputs are projections based on historical or stated inputs. As detailed in our About section, fiduciary duty requires clear disclosure of these limitations to clients.