Views From The Experts
David Fischer
Managing Director
Independent Financial Group
The Incredible Rise Of Independent Financial Group
Q: Take an existing independent rep looking to make a switch. Why should they choose Independent Financial Group, LLC (IFG) as their broker-dealer?
A: We maintain a very personalized approach to service; attuned to the needs of our advisors. All this comes with a big payoff. We’ve built a strong reputation based on relationships, one advisor at a time.
Q: What was your goal in starting IFG?
A: The vision developed out of a feeling of disillusionment. At the time, we were all working for big broker dealers. Frustrations with the way they were doing business led us to actualize change by taking a risk and creating something new. Our goal was just to be better and we’ve accomplished just that.
Q: We’ve seen IFG a lot in the news lately. Which accomplishment are you the most proud of?
A: We’ve consistently scored highly – this year #1 in Overall Satisfaction, Product Offerings, Compensation, Professional Development and how we’re preparing our advisors for the DOL Fiduciary Rule2. We’re succeeding financially and making a positive impact on the individuals we work so hard to support. That kind of reward is the most profitable.
Q: What does Independence, Perfected mean?
A: We do business with the advisor in mind - coupled with a simple, consistent, common sense approach. We foster an environment free from quotas, bias or proprietary products. After working with large networked b-ds, we’re done with all that and back to the original model of independence.
Q: IFG has caught up - surpassed in some instances, its competition out there. How have you done this in such a short amount of time?
A: We stay true to the fundamentals. We provide a downto- earth and personalized approach to back office support and make sure the advisor always comes first. The formula works for us and we’re sticking to it.
2 As reported by WealthManagement.com’s 2017 Independent Broker-Dealer Report Card survey, published April, 6, 2017.
IFG’s corporate office supports more than 600 independent registered representatives across the country, with offices now in 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 past several years. Their notable success has been recognized in numerous financial services industry publications. Independent Financial Group has also gained Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc.500|5000 list.
To learn more about becoming a part of IFG ’s success story, contact David Fischer in our home office at 800.269.1903 or via email at [email protected]. For more information, please visit our website today, at www.ifgsd.com