Infinex Financial Group's Investment Representatives Experie

Infinex Financial Group's Investment Representatives Experience 18% Increase in Gross Revenue Despite 2020 Challenges


Infinex Financial Group’s Investment Representatives Experience 18% Increase in Gross Revenue Despite 2020 Challenges
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Organic Program Growth Attributed to Infinex’s Support Structure and Resources Specific to the Bank and Credit Union Channel
Our planning and accountability tools also help our programs generate revenue. Those tools didn’t stop working during the pandemic. If anything, the challenges we all faced highlighted their importance and moved our entire industry forward when it came to the use of digital solutions.
MERIDEN, Conn. (PRWEB)
April 08, 2021
Infinex Financial Group (Infinex), a leading third-party marketing firm and independent broker/dealer, announced that investment representatives that participated in their Opportunity Matrix/Scorecard process in 2020 experienced an 18% increase in production over 2019. Investment programs that participated in Infinex’s Business Planning process experienced a 17% increase in production, year-over-year from 2019 to 2020.

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