SAN DIEGO, CA — Independent Financial Group, LLC (IFG) welcomed 104 independent financial advisors who qualified for its annual Practice Management Forum in November. Now in its ninth year, the highly anticipated event was held at the Monarch Beach Resort in Dana Point, California.
Every year the event draws new and returning attendees, along with their families, for four days of adviser-driven programming that includes presentations from top-producing IFG advisors and motivational speakers, as well as functional education on platform software and break out training sessions.
“I look forward to the Practice Management Forum all year long.” says Kyle Addington, President of American Wealth Advisers, PLLC of Goodyear, AZ. “It’s a way for us to bounce ideas off our fellow advisors, discuss strategies, and share best practices for the upcoming year with the brightest minds in our industry. Plus, they [IFG] always choose an incredible location to host it.”
IFG also recently launched a firm initiative called Straight-Through Processing (STP) that eliminates processing delays and cumbersome paperwork while giving its reps the ability to see progress in real-time all within a user-friendly and interactive platform.
“Our goal is always to give our reps options, and our first step in everything is to listen to them and thoroughly understand what they want.” says Managing Director and Co-Founder Scott Heising. “Our reps can choose to use it [technology] at their own pace. We truly believe in independence, and that extends to our technology stack.”
In addition, IFG announced the dates and location of the event’s tenth installment, which will be held at the Fairmount Grand Del Mar from November 17-20, 2020.
About Independent Financial Group
Independent Financial Group, LLC serves the needs of independent financial advisors nationwide. Renowned for its 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 650 independent registered representatives across the country. IFG has been named locally by the San Diego Business Journal as one of San Diego’s Fastest-Growing Private Companies for the past several years and won acclaim in 2006 with their #1 rank on the list. Its notable success has been recognized in numerous financial services industry publications and most recently, was awarded Wealth Management Magazine’s Industry Award in the Corporate Social Responsibility & Diversity category. IFG has also gained Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc.500|5000 list. To learn more about IFG, please visit www.ifgsd.com.