For Prospective Advisors

 

con·sor·tium
1: an agreement, combination, or group (as of companies) formed to undertake an enterprise beyond the resources of any one member. 

We only invite a select class of financial professionals to consider joining our group, usually less than 5 invitations per year of the many advisors that we come across. We have strict criteria for offering those invitations each year.  We offer something truly unique in our industry for the right individuals!

 

 Our Proud Members


 

The benefits:

 

  • Our unique Consortium has found the “Sweet Spot” for advisors who want to own their own business without the typical hassles … full independence, yet all of the supports & services of full service firms. 

  • We provide high pay outs; low expenses; full independence; full supports & services…the “day-to-day” hassles are taken care of by the Consortium.

  • We offer class A office space and services, discounted Group Insurance, HR, Office management.
  • Revenue enhancing programs provided are: Coaching; client acquisition; marketing; practice management; networking with respected peers (Our Brain Trust), comradery,business consulting; high level case analysis; advanced study groups; state-of-the-art tools & technology including a paperless office.

  • Of course, not everyone qualifies to join: There is a strict vetting process and all members must sign and adhere to our code of ethics. For those who qualify, your clients will gain added respect for you with you acceptance into our Consortium. 

  • Our Consortium members enjoy an average 15 years experience providing Fee-Based comprehensive wealth management. The consortium is on track to achieve $1 billion in brokerage and advisory assets under management this year.

  • We are affiliated with one of the largest independent B/Ds*

Recently, we asked a few advisors why they joined IFG.
Here's what they had to say: Advisor Interview Questions

With everything going on in the economy and the state of the financial services industry, is now the right time to make a transition to an independent business model? Whether you choose to affiliate with an established branch or build your own independent office, the benefits of independence may be more relevant than ever.

 

*Based on total revenue, as reported in Financial Planning magazine, June 1996-2011.