BROKER DEALER RECRUITING SPECIAL SECTION
David Fischer
Managing Director
Independent Financial Group
The Incredible Rise Of Independent Financial Group
Q: 2017 was a record year for IFG and its recruiting efforts. To what do you owe your success?
A: The mass consolidation across the industry opened the door for many disenchanted advisors who were looking for a broker-dealer that wouldn’t let them down. IFG will never compromise on its fundamental values for size and will never undermine independence or advisor happiness. As a result of our recruiting efforts, we successfully transitioned 70 new advisors in 2017; totaling $25 million in new production.
Q: What was the goal in starting IFG?
A: The vision was to create an environment focused our advisors and a customer service model that is second to none. To do business with the advisor in mind—coupled with a simple, consistent, common sense approach. To foster an environment free from quotas, bias or proprietary products. After working with large networked B-Ds, my partners and I were done with all that and wanted to return to the original model of independence with a small company feel.
Q: What makes IFG unique?
A: We focus on values over revenue. We have years of experience behind us and can offer an unparalleled level of support. I have 31 years of recruiting experience and of the thousands of advisors I’ve recruited, there has been no easier “sell” than the IFG story. We don’t make deals here. We make promises and live up to them; we treat you like family. It’s very simple, satisfying and immensely effective.
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 personalized approach to back office support and make sure the advisor always comes first. This formula has landed us a coveted spot among the country’s top 35 broker-dealers1 and we’ll continue working our way up.
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.
1 As reported by Financial Planning Magazine’s FP50 list, where IFG ranks #35 based on total revenues.
For more information, please visit www.ifgsd.com.
Now celebrating its 15-year anniversary, 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 640 independent registered representatives across the country. Their notable success has been recognized in numerous financial services industry publications. Additionally, the firm was awarded 2nd place Broker-Dealer of the Year by Investment Advisor Magazine in 2016 and 2017. 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. The company is led by Managing Directors & Founders: David Fischer, Scott Heising and Joe Miller.
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.