“Affluent prospects keep telling me that they don’t feel comfortable putting their money with me because I’m with a small independent firm, they feel more comfortable with larger firms like ...,” ...

Elite wealth managers are at the pinnacle of the hierarchy of advisor success. They adeptly incorporate advanced planning into their practices. They are skilled at building strong, lasting ...

The following is an excerpt from our new book, Best Practices of Elite Advisors, co-authored by Stephen Boswell andbased on three years of Oechsli Institute research on elite advisors.It contains a ...

SAN DIEGO, Feb. 26, 2025 /PRNewswire/ — Independent Financial Group, LLC (IFG), a leading independent broker-dealer headquartered in San Diego, has announced its 2024 elite qualifier advisors and will ...