Broker Check

Boutique Firm

You enjoy being the lead advisor with clients, but also want to build a small business and a team around you.  You are focused on growing incrementally and know when you need to hire additional team members as your client’s and revenue grow.  From a client perspective you are focused on providing value, but also starting to look at creating repeatable processes to increase efficiencies and be able to pass your knowledge to other team members as you hire.  From a business perspective you are focused on growing the number of clients and revenue, while also starting to build a team.

What IFG offers:

  • Help in setting up brand and business structure
  • Template Continuity and succession planning documents
  • Dedicated supervision associate for your team
  • Team building best practices
  • Training for staff on business processing
  • Access to acquisitions opportunities