The Institute of Financial WellnessReviews of the-ifw.com

BEWARE Financial Advisors think twice before committing . Lot of noise & sizzle regarding Software & Retirement Score. Nothing to show for it, as far as number of qualified appointments in 3 1/2 months and $12000.00 down the drain. Would have been better off buying qualified leads instead. People were driven to a webinar but the attendance was way below anyone's expectation, below 5%, some received a free book and provided email & tel no as a requirement for the free book still useless. Totally disgusted and dissatisfied. I would not recommend it to anyone.

Signed up as a lead generation at the recommendation of one of my IMO's. Expectations were set early on to mot expect too much early on but it would get better. After paying the annual fee to sign up for their software, I was also enrolled to begin lead generation in January. Had dreadful results. Just plain awful. No where near the results that were promised. They set low expectations and even failed to meet those after 10 months of lackluster results. Had multiple issues that arose and voiced those concerns to the Sussmans. They promised to correct issues and was never completed. I would not recommend.

As a broker, don't.

After having a call with Eric (the principal) and my IMO rep, we agreed to disagree. Fair enough. Now, we've already discussed the $1000s that I paid in for 2 worthless leads and obviously I cancelled my participation months ago. Look at my surprise email this week: Your receipt from Institute of Financial Wellness Date paid Payment method $149.00 November 24, 2023 AMEX - 6xxx" Lovely. I also got spam-invited about 5 times to more recruiting meetings. New advisors, what quality of leads are these? Can't deliver to a few reps, recruit thousands more. Your risk. The program has changed dramatically. As a campaign push partnering with Hegna (I still get 3-5 emails and texts a day pitching more recruiting meetings), they are now 100% overselling and underdelivering. Some successful advisors were having success with the program this summer. But IFW began to be oversold in Aug and have recuited hundreds of new advisors to whom they are promising quality leads. I paid thousands (was refunded most) but only received 2 low-quality leads. Before I cancelled, I asked around. Other top-producing ($5M+) advisors told me that they too are very unhappy with the lack of leads delivered to them since August. Buyer beware. It's not what it once may have been!

I have no idea where these people got my contact information. When asked they claimed Facebook, which was a lie, I divested myself of all things "suckerberg" years ago. They texted my mobile I blocked them, they email me I unsubscribed, then eventually had to block their email account. They started calling from different numbers to get around the "Blocks" THESE PEOPLE WILL JUST NOT GET THE MESSAGE. I WILL NOT DO BUSINESS WITH A SHADY COMPANY LIKE THIS ESPECIALLY CONCERNING FINANCIAL MATTERS.

Hello, I love you guys program hosted on impact radius network. I was esteemed to be one of your affiliate marketer, I worked and promoted your business to my audience since may and made some commission of over $300, which should be paid on the 21st of this month, but what happen, I wasn’t paid even though the earnings has been locked. Wrote to you guys several times, but no reply. No one is even telling what the issue is. I need my hard earned commission paid to me instantly, this is not how a business should be.. Haa… 😡😡😡😡🤬

They are cold calling me about my 401k at my work place on my work phone making it appear they are associated with my employer. They are not. Any company that does this is not someone I would trust with my money.

The presenter jumped from topic to topic way too quickly using terms that a layperson would not know. It was almost like he was in a hurry. The presentation by the so called experts he brought in was terrible. It wasn’t clear at all. Halfway in to the presentation, the presenter was hustling the attendees to sign ups. There just was no substance to it. Very much misrepresented to what would be provided.