Operational Excellence Team

We understand that business submission, document retention, urgent client requests, and NIGOs can be an advisor’s biggest frustration and slow down your business. The Operational Excellence Team (OET) has been designed to support all IFG-Affiliated Advisors in navigating the evolving operational landscape in our industry so you can spend more time growing your business and serving your clients. 

The OET’s core goal is to provide Advisors and their staff with access to highly trained professionals who can support your practice with focused, best-practice guides to enhance your workflows and processes, escalation paths for complex issues and time-sensitive client requests, and centralized intake for document submissions, uploads, and service request routing.