Relationship Management | Infinex Financial Group

INFINEX RELATIONSHIP MANAGEMENT

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Infinex's Relationship Management structure focuses on in-field, personalized support dedicated to program growth.

Most of the investment programs we serve receive one Relationship Manager devoted to the financial institution and one Relationship Manager committed to the unique needs of their advisors.

Reach-out to us to ask how we utilize these personalized relationships, along with Infinex's Proprietary Scorecard System, to promote individual advisor success and to drive overall program growth!