SAN DIEGO, CA – Independent broker-dealer Independent Financial Group, LLC (IFG) has announced today their on-boarding of 10 key offices from National Planning Corporation (NPC). Five out of the 10 offices were members of NPC’s Peer Solutions Group, a prestigious network of top advisors. This group of ten offices brings with them $2 billion in assets under management (AUM) and $16 million in gross dealer concessions (GDC) to the firm.
“We’re excited to bring aboard these like-minded advisors who believe in the same business philosophy that we do – a win-win for all,” explains David Fischer, Managing Director and Chief Marketing Officer. He continues, “We run our business with a service-oriented approach and this is why we attract, recruit and retain top financial advisors from competing firms.” He concludes, “At the end of the day, the consolidation in the industry and a lack of personalized service has led to the advisor dissatisfaction we’re seeing in our industry today. IFG is truly independent – coupled with our common-sense and friendly approach, there simply is no model like ours.”
Former NPC advisor Mike Childs comments, “IFG’s independence and flexibility allow my firm (CIG Financial Services) to serve our clients in the manner we determine most suitable for them.” He concludes, “It’s IFG’s level of service and relationship structure with advisors that is clearly the differentiating factor for us and why we chose IFG above all others.”
Another former NPC advisor Mary Kusske (Kusske Financial, Inc.) explains, “I was really impressed by the quality of the individuals at IFG’s home office – there is a high degree of ethical behavior and intelligent people.” She continues, “They make you feel like the only rep, not one of 600 – they make you feel like family.” She adds, “There was a synergy that corresponded well with my client philosophy, ‘If you want to work for the rest of your life – that’s your business! If not, it’s ours.’” Mary concludes, “IFG is able to maintain the small, close, personalized service that we offer our clients and we felt that is what IFG would bring to us as their client.”
About Independent Financial Group, America’s Finest Broker-Dealer®
IFG serves the needs of independent financial advisors nationwide. Renowned for their first-class customer service, the company specializes in individual wealth management and institutional retirement plan solutions for their financial advisors. IFG’s corporate office now supports more than 625 independent registered representatives in over 350 offices across 40 states, including Puerto Rico and Israel. IFG has been named locally by the San Diego Business Journal as one of San Diego’s Fastest-Growing Private Companies for the 10th consecutive year and won acclaim in 2006 with their #1 rank on the list. The company has also achieved Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc.500|5000 list. It’s notable success has been recognized in numerous financial services industry publications. In 2017, IFG scored the #1 ranking in Wealth Management Magazine’s Independent Broker-Dealer Report Card for Overall Broker-Dealer Satisfaction; as rated nationwide by their affiliated financial advisors in multiple categories. Additionally, the firm was awarded 2nd place Broker-Dealer of the Year by Investment Advisor Magazine in 2016 and 2017. For more information on the firm, visit www.ifgsd.com.