Chief Business Development Officer, Independent Financial Partners
Check Jeff’s background on FINRA’s BrokerCheck.
Jeff champions a message of the upside opportunities possible for Advisors who incorporate a multidisciplinary business model supported by IFP’s integrated ecosystem. His primary responsibilities are the continual evolution and efficient execution of multifaceted business development strategies aimed at helping Advisors exponentially grow and diversify their practice capabilities, create enhanced and expanded revenue streams and ultimately drive enhanced business valuations.
In addition to serving the entirety of IFP as its Chief Business Development Officer, Jeff is also President of IFP Plan Advisors. He is driven by a fiduciary based business model mindset focused on helping Advisors, whether specialists, generalists or occasionalists, serve the needs of retirement plan sponsors and their participants through IFP’s in-house resources and enterprise level partnerships. While our integrated ecosystem can support Advisors across the spectrum of micro to mega sized plans, our Plan Advisors’ division has a special focus on meeting the unique needs of micro-to-mid size plan sponsors with an approach that expands the opportunities of our Advisors exponentially.