San Diego, CA – Independent Financial Group, LLC (IFG) has recently announced another significant national industry recognition. The independent broker-dealer firm was awarded number one in the Overall Satisfaction category according to Wealth Management Magazine and their 2017 Independent Broker-Dealer Report Card. IFG’s score of 9.63 out of 10 beats out all other broker-dealers who ranked in various categories. IFG has also been recognized with the top score in the categories of Compensation and Benefits, Practice Support, Professional Development and Product Offerings. The firm has also been earned the highest score on preparing their advisors for the DOL Fiduciary Rule.
“The greatest satisfaction we get from this award is being validated by our own advisors,” explains David Fischer, Managing Director and Chief Marketing Officer. He explains, “We strive to maintain the highest standard of quality when it comes to service level, product availability and offerings.” He adds, “These scores tell us that we need to continue doing what we’ve been doing – our commitment in providing a top-tier customer service experience from the advisor down to the client. This is the crux of our success.”
About Wealth Management Magazine’s IBD Report Card
The annual survey asks advisors from independent brokerages to rate the firms they work with from 1 (unacceptable) to 10 (outstanding) on a number of factors, including service, technology and practice management. WealthManagement.com fielded the online survey via emailed invitations to print subscribers, online registrants and advisors at over 80 IBDs in the publication’s database. Between Feb. 9th and March 10th, the publication received a total 1,080 responses.
About Independent Financial Group, America’s Finest Broker-Dealer®
IFG serves the needs of independent financial advisors nationwide. Renowned for their 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 600 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 10th consecutive year and won acclaim in 2006 with their #1 rank on the list. The company has also achieved Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc.500|5000 list. Their notable success has been recognized in numerous financial services industry publications. Additionally, the firm was awarded 2nd place Broker-Dealer of the Year by Investment Advisor Magazine in 2016 and 2017. In 2016, IFG scored the #3 ranking in Wealth Management Magazine’s Independent Broker-Dealer Report Card for Overall Broker-Dealer Satisfaction; as rated nationwide by their affiliated financial advisors in multiple categories. For more information on the firm, visit www.ifgsd.com.