SAN DIEGO, CA – June 29, 2020 – Independent Financial Group, LLC (IFG) has been recognized as a Finalist in the 6th Annual WealthManagement.com Industry Awards. Produced by Wealth Management magazine’s digital arm, the “Wealthie Awards” drew a record 625 nominations from 221 companies across the financial services space this season.
With more than 620 registered representatives, IFG has been shortlisted for developments in its Practice Management offerings, including its in-house coaching program called the Business Accelerator Program.
“The Business Accelerator Program helped change our mindset from focusing on total AUM [Assets Under Management] to understanding our revenue per client,” said IFG advisor Ryan Langstaff. “As an advisor, you need to ask yourself ‘Would I rather be a million-dollar producer with 1,000 clients or with 100 clients?’”
“We’re providing our registered representatives with the tools, processes, and coaching to empower already successful businesses to an entirely new level,” said Jason Benham, Director Retirement Services and Practice Development at IFG. “What’s most exciting to me is seeing the increased job satisfaction and revitalizing of purpose that comes with this fundamental mind shift participants experience.”
Building upon its achievements, in 2018 IFG was recognized as the Industry Award’s Winner for Corporate Social Responsibility & Diversity. In addition, IFG was also named as a Finalist for Outstanding Achievement in Service in 2017. This year’s winners will be announced at the all-digital awards event scheduled to take place September 10, 2020.
To learn more about the WealthManagement.com 2020 Industry Awards or where you can watch the presentation, go to informaconnect.com/wealthmanagementcom-2020-industry-awards/.
About the WealthManagement.com Industry Awards
The WealthManagment.com Industry Awards recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. In order to qualify, finalists have to demonstrate that a new initiative, program or enhancement to an existing platform either helped advisors manage their business more efficiently, enhanced service quality, smoothed business transitions, improved the understanding and use of various asset classes, or enriched the advisor/client experience through technology. [source: globenewswire.com]
About Independent Financial Group, America’s Finest Broker-Dealer®
Independent Financial Group, LLC is an independent broker-dealer that serves the needs of more than 620 independent investment representatives across 40 states, including Puerto Rico. Inc. magazine has recognized IFG eight times in the Inc. 5000 Fastest Growing Private Companies list (2008, 2010-2016) and was named as the 12th Largest Privately Held Company in San Diego in 2020 by the San Diego Business Journal. In 2020, Wealth Management magazine ranked IFG #2 in Overall Experience Satisfaction among Broker-Dealers and Financial Planning magazine named IFG #8 in Women as a Percent of Producing Reps in its 2019 IBD Elite survey. To learn more about IFG, please visit ifgsd.com.