Innovative Financial Group (IFG), the largest super OSJ under the Advisory Group royal alliance Continue to grow through recruitment and acquisition
Nashville, Tennessee., February 1, 2023 /PRNewswire/ — The GenXFinancial Family of Companies (GenX), the premier wealth manager specializing in continuity, succession planning and accelerating growth for the next generation of financial professionals, has added 16 advisors, bringing its total annual revenue is $7.5 million customer assets $950 million It will be transferred to OSJ’s Innovative Financial Group (IFG) in 2022. The new advisors include eight of his who joined and set up his own company and two of him who joined for succession planning and eventually sold the business to his IFG advisors in other affiliates. includes the first name.
GenXFinancial’s Super OSJ, Innovative Financial Group, adds 16 new advisors with 950 million assets during 2022.
GenX’s largest and core business, Innovative Financial Group (IFG), was founded by industry veterans. Brian Heaps When Robert Mitchell Summary as of 2017 $9 billion At Client Assets, he oversees 190 financial professionals in 47 states and is the largest Super-OSJ within Royal Alliance Associates, a subsidiary of Advisor Group.
“Super-OSJ’s business model is ideal for independent financial advisors who want to own their own company, but also want back-office support to run their business and scale their company quickly. It has evolved to its destination.” Brian Heaps“IFG offers advisors the best payouts, with access to resources they might not have access to on their own, including salary and benefits services for staff, acquisition opportunities to grow, and immediate corporate-backed continuity plans.” We can protect the value of their business.”
To support 190 advisors nationwide, IFG has created a team of experts, from compliance, business processing, payroll and benefits, to a turnkey acquisition platform and facilitated peer-to-peer networking groups. This is combined with the support of Advisor Group and its domestic independent broker-dealers. royal alliancewhich constitutes one of the largest networks of independent advisors in the country.
“We’ve seen two trends in 2022: NextGen advisors are moving away from incumbents to start their own companies; We are looking for a NextGen Advisor to become Malcolm Thomas, Business Development Officer. “With our SellMyFinancialPractice platform, as these advisors near their retirement, we are able to pair them with IFG-affiliated NextGen advisors to help transition businesses and ensure that their clients are passed on to the next generation.” You can create an inheritance plan for
About the GenXFinancial Family of Companies:
The GenXFinancial Family of Companies helps create roadmaps on how to build financial firms and advise clients. under the leadership of Brian HeapsThe GenXFinancial family of companies includes MyRemoteFA, Innovative Financial Group and SellMyFinancialPractice. We provide comprehensive solutions for advisors and clients. We are committed to building the future of financial advice by providing advisors with the tools and resources they need to succeed in this ever-changing industry. We are constantly innovating and finding new ways to build an enduring financial company and better serve our clients.
Securities and investment advisory services provided through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is owned separately and any other entity and/or marketing name, product or service referenced herein is independent of Royal Alliance Associates, Inc. (833) 411-6932 .
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Source GenX Financial LLC
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