Investment Professionals Inc. Ranked No. 7 in Most Advisory Business in 2014 by Bank Investment Consultant
IPI's fee-based business model places financial advisers and their clients on the fast track to success
SAN ANTONIO, July 21, 2015 /PRNewswire/ -- Investment Professionals Inc. (IPI), a national leading provider of investment services to individuals and community banks, ranked No. 7 in a recent list of top third party marketing firms that posted the most fee-based business in 2014.
With $11.7 million earned in advisory revenue, according to an article from "Bank Investment Consultant," 18 percent of the firm's total revenue came from fee-based business. IPI, a locally owned and comparatively smaller firm, ranked ahead of other big name, major industry players.
While IPI offers commission-based products as well, their fee-based platform is increasingly growing and presenting attractive opportunities for their advisers and clients alike. The advantages to the platform reinforce the firm's fee-based business growth.
"One of the biggest benefits of our fee-based platform is that it allows our advisers to build and run their business as a customized solution for their client's specific needs," said IPI Senior Vice President and Director of Practice & Product Management, Brian Surovik. "Fee-based business puts the adviser and client on the same side of the table."
Using a fee-based platform gives advisers access to a broader universe of investment products, which allows him or her more flexibility to help their clients achieve their financial goals over multiple strategies.
"Another unique aspect, one that creates a trusting and lasting relationship with high client satisfaction, is that the adviser's business is directly related to the success of their client's portfolio, and vice versa," said Surovik. "One impacts the other, which creates a well-balanced relationship between the two."
As the fee-based business trend continues to rise within the industry, IPI foresees the model to be a considerable component of the firm's success over the next five years.
Learn how IPI can help take your financial advising career to the next level with a fee-based business model by contacting John Valkenaar, financial adviser recruiter, at [email protected].
About Investment Professionals Inc.
Investment Professionals Inc. (IPI) is a leading San Antonio, Texas, based independent investment, insurance brokerage and asset management firm. Since 1992, IPI has specialized in the increase of ROA/ROE and on-site delivery of investment programs for community financial institutions across the U.S. For more information about IPI and its professionals, visit www.invpro.com.
NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE All Securities and Advisory Services offered through Investment Professionals Inc., a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC.
MEDIA CONTACT:
Amy Watson
VP, Director of Marketing
[email protected]
(210) 582-2845
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SOURCE Investment Professionals Inc.
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