Investment Professionals, Inc. Named Most Highly Rated Bank Brokerage Firm in National Survey
SAN ANTONIO, April 11 /PRNewswire/ -- American Brokerage Consultants has released the 2007 Study of Bank Brokerage and Retail Investment Services, naming Investment Professionals, Inc. (IPI) as the most highly rated bank brokerage firm in the country. IPI has earned this prestigious honor by receiving the #1 ranking in more categories measured than any of the broker/dealers scored by the banks. IPI was the highest ranking firm in the categories of Customer Service, Banking Knowledge, Management Reporting, Quality of Sales Management, Effectiveness of Sales Management, Sales Rep. Recruiting Ability, Quality of Training, Marketing Expertise, Marketing Effectiveness, Marketing Materials, Marketing Scope, Accuracy of Sales Processing and Ease of Sales Processing.
IPI ranked higher than the following firms: Raymond James Financial Services, Fintegra Financial Solutions, Investment Centers of America, Invest Financial Corporation, LPL Financial Institution Services and Primevest Financial Services. The Annual Study of Bank Brokerage and Retail Investment Services is a benchmark report that analyzes all aspects of the bank brokerage business, measuring responses from large, mid-sized, and small banks across the country. Third party marketing firm rankings cover banking and investments knowledge, marketing scope, recruiting and effectiveness, diversity and quality of products, financial consultant recruiting ability, sales automation and accuracy, compliance expertise and procedures and many other aspects of interest. The study is produced as a year-round tool for bank executives to assess their business strategies, compare and measure their existing bank brokerage program, and evaluate current and potential business partners.
"For years we have strived to do one thing and do it well: build successful, profitable investment programs by providing unparalleled service, training and support to our financial consultants," said IPI President and Founder Scott Barnes. "Receiving the highest overall marks on this national study is a testament to our continued commitment to this goal and to each of our financial institution partners." Headquartered in San Antonio, IPI began operations in May of 1992 and currently manages programs in over one-third of the United States. IPI is privately owned and operated, with a 12 year average ROE of +31%, no debt and has a current ratio of 4:1. IPI is endorsed by the Texas Bankers Association (TBA) and is currently partnered with financial institutions ranging in size from $35 million to $4 billion in assets. In addition to being rated most highly overall in this year's Bank Brokerage survey, IPI was recently named on the San Antonio Business Journal's 2007 Best Places to Work list, as well as for 2006. Also, Texas Monthly Magazine named IPI one of the Best Companies to work for in Texas for 2007. President Scott Barnes has also received a number of awards including Ernst & Young's South Texas Entrepreneur of the Year Award and was named on the San Antonio Business Journal's Top 40 Under 40 Rising Stars list. May Lose Value | Not FDIC Insured | No Bank Guarantee MEDIA CONTACT
CONTACT: Sarah Davis, Marketing Coordinator of Investment Professionals, Web site: http://www.invpro.com/
2008-04-11 18:26:37 0334173 PRNEWSWIRE
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