The Institute of Financial Wellness Reviews 

The IFW Retirement Roadmap Experience helps my clients better understand how to properly balance their retirement assets. It really makes their decision making as easy as a two piece puzzle. The Math and Science behind their process is remarkable. When you can improve your retirement success score the whole process comes to life for the consumer. The IFW takes all the hype and noise out of a retirees decision making and allows them to make confident decisions based on the Math and Science. Bravo! Well done IFW!!

The Institute of Financial Wellness has all of tools and experts to assure 100% that your best retirement is on track. From everyone answering the phones to the expert retirement advisors I got top notch service.

Skylar is top notch, very professional and really knows her stuff. I certain appreciate her.

I've been a Financial Advisor for over 31 years and I have never before met such a well-organized and intelligent team of people. They have thought of everything an advisor could need to become successful. At the same time, these folks are so very down-to-earth, authentic, warm and communicative. They have hired a great team of the best of the best, who have each made me feel so welcome and made themselves so available to educate me and create a really great path for success. I feel so relieved that my business can finally grow, that I will receive the support I've been looking for, and that I can relax and actually enjoy working again. Much gratitude to IFW for their hard work to put together a great organization.

Working with IFW has been great. They are constantly improving their processes and systems to give my clients a great consumer experience. At the same time, they provide advisors with the tools we need to succeed in our business.

Everyone is easy to work. Jeanette especially has been a delight and responds quickly to my requests.

My husband and I had spoken with several different financial advisors as we wanted to make sure we were investing with someone who genuinely cared about us. The IFW concierge and advisor we spoke with were both professional and kind. They made complicated matters easy to understand. It was a great experience overall.

IFW has a very "client first" mentality. They truly go out of their way to ensure that they provide the best possible service to clients and advisors alike. The platform of connecting clients to top notch advisors is second to none in the industry!

If you are considering working with IFW, pull the trigger! It is one of the best decision I have ever made!!

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!

Helpful, insightful, and unparallelled customer service!!!

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.

Always immediately responsive, knowledgeable and patient with my questions.

They helped me started step by step from A to Z

I am so glad that I found IFW and went through the training. It has begun to make my career so much easier. I wish I had access to this years ago. This is a simple system to help people with complex problems.

My onboarding experience was not 5 stars due to my personal distraction with technical email issues. This distraction limited my time and I am solely responsible :( .

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… 😡😡😡😡🤬

Company has a great tool and easy to follow process.

Eric, the owner and founder is spending quality time with new IFW advisors making sure the six step process is understood. Actually, the whole team, Scott, Rees and Skylar have all participated in helping me learn the process.

The onboarding process was great, and the IFW team is greater. The team is easy to get a hold of and it goes at your pace. At no point was there a fire hose of information thrown at you where you're left wondering ugh ok where do we go from here. The roadmap software is straight forward and is going to be a great tool that I'm going to implement immediately. Skylar, Erik, Scott thank you for everything so far and I look forward to our successful future.

Jack Murphy was very professional and asked the correct questions.