Speaker Bio

Jeffery A. Acheson,CPWA®, CFP®, CPFA, AIF®, CEPA®

Chief Business Development Officer

Independent Financial Partners

In addition to being responsible for deliverables of IFP’s Business Solutions division, Jeff is also part of IFP’s Executive Management Team via his role as the Chief Business Development Officer of IFP. He champions a message of the upside opportunities possible for financial professionals 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. These strategies show financial professionals how to exponentially grow and diversify their practice capabilities to create enhanced and expanded revenue streams which ultimately drive enhanced business valuations.

He currently is on the Board of Directors for the American Retirement Association, a Past President of the National Association of Plan Advisors (NAPA) and still serves the organization as the Chairman of its Nonqualified Plan Advisor (NQPA) certificate program and annual conference.

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