Heidi
GBThese guys were excellent These guys were excellent - very useful content, with lots more to learn from and reflect on. I also really liked the positive energy and inspiration. Sounded very trustworthy, and really committed to their philosophy. Never say never...love it! Please do consider my advice to have one of your rock-star female partners in the sessions in the future. Would be really meaningful for women to see women - and I know they are there, and excellent!
Corey Paradowski
GBThe onboarding process was great The onboarding process was great, and the IFW team is greater. The team is easy to get a hold of and it goes at your pace. At no point was there a fire hose of information thrown at you where you're left wondering ugh ok where do we go from here. The roadmap software is straight forward and is going to be a great tool that I'm going to implement immediately. Skylar, Erik, Scott thank you for everything so far and I look forward to our successful future.
Rodney Godwin
GBI purchased this software and lead… I purchased this software and lead program. I immediately ran the software on an existing client that had told me no to rolling his old 401K. After getting his retirement roadmap score, he was ready to proceed and rolled over $600K.
Ryan Swearingen
GBIFW has a very "client first"… IFW has a very "client first" mentality. They truly go out of their way to ensure that they provide the best possible service to clients and advisors alike. The platform of connecting clients to top notch advisors is second to none in the industry! If you are considering working with IFW, pull the trigger! It is one of the best decision I have ever made!!
Byron Hazley
GBThe Institute for Financial Wellness provided the strategy I was lacking...solid strategies My retirement funds had all been saved and basically sitting there. The IFW helped me plan further and strategize by moving and solidly allocate for the immediate, near and distant future of my life and family's. Can't thank you enough!!!