Lead Financial Advisor
You are happy being a solo entrepreneur, you like being the lead planner with your clients, and are not necessarily interested in running a large business or building a big team. You are focused on growing your client base until you hit your individual capacity. From a client perspective, you are focused on enhancing your clients’ experience, providing the most value as an advisor, and growing until you reach your individual capacity. From a business perspective work/live balance is important, you are focused on keeping expenses low, and net revenue per client is the key metric.
What IFG offers you:
- Use Innovative Financial Group brand with clients
- New Business Concierge
- In house continuity and succession plan through MyRemoteFA
- Dedicated supervision associate
- Access to acquisition opportunities