Why should you consider making the switch to IHT?

IHT is a firm built by financial advisors, for financial advisors. Our ultimate responsibility is with our clients, not shareholders and corporate executives worried only about their bottom line. Our model creates a newfound sense of freedom that both investors and experienced financial advisors want and deserve.

Each advisor truly owns their own practice while also taking advantage of economies of scale by affiliating under one national brand.

Our goal is to provide you with numerous value-added services that enhance your ability to better serve your clients. We do this by giving our advisors access to state-of-the-art resources and payouts from a variety of mature B/Ds like LPL, Fidelity, or Schwab, while maintaining the look and feel of a boutique firm.

What most advisors don’t realize is that operating a business can deplete their most precious resource – time. Wouldn’t you rather focus on what you enjoy doing everyday – serving your clients with passion and excellence while growing your business?

Whether you are a one-man shop or a 100-person operation, certain fixed costs such as websites, technology, marketing, legal, and compliance are unavoidable and add up over time.  We can mitigate those costs and through partnership, we can help you increase your bottom line

IHT provides all the operating resources to assist you in running your business more efficiently and more successfully than ever before. IHT offers unsurpassed collaboration by allowing you to provide exceptional service to your clients, while we focus on providing your business with efficient and highly productive operational expertise.

If you are asking yourself , "If I switch, how will this impact my income?" This is a very fair question most people ask themselves.

Fortunately, we have built an income comparison calculator for transition and retiring advisors, that can be found here:  Calculator

(You will need a password to use the calculator, so please contact us using the form below, and we will get you access right away!)

Contact an IHT Representative today.

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