Empowering Financial Advisors to Thrive and Elevate
IFW Digital is your go-to agency for top-quality leads & appointments. We excel at connecting you with individuals aged 45+ actively planning for retirement.
Our Story
Our Philosophy
Our Values
Our Story
At IFW Digital, we are the leading agency dedicated to taking your financial services practice to the next level. Our mission is clear: connect you with high-intent leads and appointments, specializing in a niche audience of individuals aged 45+ actively planning for retirement.
We’re not just any agency; we are the digital agency of The Institute of Financial Wellness (IFW), committed to empowering financial professionals like you with a steady and growing pipeline of leads and appointments.
Understanding Your Challenges
We recognize the unique challenges and opportunities that 73 million Baby Boomers face in protecting their wealth. That’s why we’ve created the “IFW Retirement Score,” powered by the IFW Retirement Roadmap Sales Story and Software Program. This enables us to connect you with prospects who are not just curious but are specifically intent on improving their financial situation in retirement.
Our Philosophy
Trust and confidence are paramount in financial decisions, and we want you to feel rock-solid in your choice of IFW Digital as your marketing, sales, and technology partner. We are more than just a service provider; we are your strategic ally, dedicated to helping you thrive and elevate your financial services practice to the next level.
In a world where complexity can muddy the waters, we’re all about keeping things simple. Our leads and appointment program seamlessly syncs your prospects with the sales story and software to receive their requested “Retirement Score.” This harmony ensures that the goals and expectations of each prospect align perfectly with what they asked for.
Join us on the journey to empower the future of financial wellness in retirement, helping people get there so they can live their best life.
Our Values
At IFW Digital, we uphold three core values for our partners:
Success, Service, and Support.
These values are the cornerstones of our approach, ensuring that your journey with us is not only financially successful but also backed by unwavering support and dedicated service.
Choose IFW Digital as your partner, and let’s get there together, one lead at a time.
Why Choose IFW Digital
What sets IFW Digital apart is our innovative approach to lead generation and engagement. We bridge the gap between financial advisors and prospects by offering “The IFW Retirement Score,” powered by The IFW Retirement Roadmap. You have the solution they asked for and that’s what sets us apart!
What Makes Us Stand Out?
- IFW Certified Financial Professionals: Prospects are actively seeking your support to get their “IFW Retirement Score” from you.
- The IFW Retirement Roadmap: Our proven and patent-pending sales story and software program generates the Retirement Score. It’s tailor-made for the retirement market, giving you the edge in serving your clients and encouraging them to take action with you.
- Communication > Education > Appointment Setting: We believe in nurturing leads beyond the initial contact. IFW Digital has a curated and effective SMS, email, and call center system in place that builds trust, educates, and converts your leads into qualified appointments.
- Real-time Technology for You: Access state-of-the-art CRM tools in real-time, 24/7, to manage your leads, appointments, activity, deals, and pipeline effortlessly. You can even upload your old leads, prospects or clients too.
- Optional Concierge Services: Eliminate the hassles of confirmations, no-shows, rescheduling, or unqualified first appointments with our one-of-a-kind concierge service. You’ll have a completed fact-finder with a roadmap in hand, so you can focus on what you do best.
Join us at IFW Digital and experience the future of financial services marketing, where success is the only option.
Meet our team
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