Enterprise Firm

You want to run a business and hire financial advisors to work with the clients.  You are focused on scaling your firm and hiring new advisors to bring in additional clients and revenue.  Creating repeatable processes is integral for you to train your new advisors and effectively scale your business.  You are willing to invest in your business to grow, and the key metrics you are focused on are number of clients, asset growth, and gross revenue per client.

What IFG offers:

• Best practices on running and scaling an enterprise business because we have done it
• Help in setting up brand and business structure
• Template Continuity and succession planning documents
• Dedicated compliance associate for your team
• Training for staff on business processing
• Assistance in sourcing and recruiting financial advisors
• Access to acquisition opportunities