5337 Yorktown Boulevard
Our first priority is helping you take care of your business. We understand the challenge of changing firms, so we have developed a streamlined process of minimizing downtime and bringing over 95% of your client base by your 12th week (or less!!) of affiliation. We are dedicated to helping you get back to business as normal during this process.
We have a 12 week process of transitioning and training that will help you be up to speed by week 13 of your affiliation with Independent Financial Group.
Please Note: The Training schedule is tailored to each individual, based on their needs.