IPI for Financial Consultants -
IPI is a firm run by financial advisors for advisors. We currently manage on-site investment programs across the nation for more than 140 financial institutions with $50 million to over $10 billion in assets.
Most IPI principals, and all Regional Sales Directors have had careers as financial consultants – this is why we understand so well what makes financial consultants tick and how to guide you to professional excellence.
IPI Products & Solutions
IPI’s success at community institutions stems from our commitment to offering Life Stages solutions to more people, not just upper-income clients. Our broad range of product and service offerings enables you to apply industry best practices to meeting more client needs.