#USA #San Diego #Wealth Management #Independent Financial Group #Advisory Council

Independent Financial Group Establishes its First President's Advisory Council

Independent Financial Group, LLC (IFG), a leading independent wealth management provider, has announced the formation of its inaugural President's Advisory Council (PAC) aimed at strengthening relationships between its advisors and the firm's leadership. This strategic initiative marks a significant step in enhancing advisor engagement and ensuring that their voices are directly heard in decision-making processes.

Overview of the Advisory Council’s Role

The newly formed PAC is designed to provide a platform for real-time insights from advisors, which will directly influence the firm's strategic initiatives. Kevin Keefe, President and COO of IFG, expressed enthusiasm about the Council's potential, stating, "Through open dialogue, collaboration, and advocacy, the Council will help ensure IFG's initiatives reflect our advisors' needs, helping them to drive their growth and serve clients with distinction."

The advisory council comprises diverse representatives from the extensive network of over 600 independent financial professionals working with IFG across the nation. The selection process for PAC members was conducted with care to ensure that it reflects a broad spectrum of advisors rather than just top producers, promoting inclusivity and a variety of perspectives.

Members of the Inaugural PAC

The first PAC chairperson is Bryan Wertzer from Sutley Wertzer Inc., with Chris Vizzi from South Coast Investment Advisors acting as vice-chair. Other notable members include:

• - Nick Abbott (Mission Financial Group)
• - Kyle Addington (American Wealth Advisers)
• - Kirk Badii (Badii Group)
• - Jeb Bashaw (JEB & Co.)
• - Stephen Carlton (Carlton Investment Services)
• - Marcus Henderson (Henderson Financial Group)
• - Rachel Hoang (Mathematics Wealth Management)
• - Greg O'Donnell (O'Donnell Financial Group)
• - Jodi Padgett (Taylor Padgett Financial Group)
• - Amrish Patel (Global Wealth Strategies)
• - Gail Urban (AMICUS Wealth Partners)

This assembly of advisors is tasked with three primary objectives:
1. Advancing Key Priorities: By providing immediate feedback and insights, the PAC aims to enhance the implementation of IFG's initiatives.
2. Advisor Perspectives: The Council will act as a trusted sounding board for strategic initiatives, ensuring firm strategies are closely aligned with the needs and expectations of advisors.
3. Liaison Role: PAC members will facilitate communication between the advisory community and firm leadership, ensuring bi-directional information flows regarding strategies and decisions.

Significance of the PAC's Establishment

Scott Heising, the founder and CEO of IFG, emphasizes that maintaining an advisor-centric approach is crucial in the evolving landscape of independent wealth management. He remarked, "We wanted the Council to represent a cross-section of IFG advisors. I believe we found the right group of participants who will help ensure that broader advisor sentiment is being heard, valued, and integrated into our decision-making processes."

This initiative comes at a pivotal time for the firm, which has consistently been recognized for its strong support of independent financial professionals. With the new Council, IFG aims to not only enhance operational efficiency but also foster a sense of community and shared purpose among its advisors.

About Independent Financial Group

Founded in 2003 and headquartered in San Diego, California, IFG is a privately held broker-dealer that supports a large network of independent financial advisors across the country. The firm is known for providing comprehensive business solutions to its advisors and has been recognized for its outstanding growth and commitment to women in finance. According to Financial Advisor Magazine and other industry publications, IFG stands as a prominent player in the independent wealth management space, consistently ranking high in advisor satisfaction and compensation metrics.

As IFG continues to expand its footprint, the formation of the PAC is a clear testament to the firm’s commitment to fostering an environment where advisors can thrive, ensuring they are equipped to meet client needs and achieve their professional objectives. For more information about Independent Financial Group and their services, visit ifgsd.com.