Elite Advisor Awards
Since 2014, Steve Carlton has been consistently recognized as an IFG Elite Advisor for his outstanding performance, client commitment and professional excellence in the field. The IFG Elite Advisor Conference is held annually in select international luxury destinations and serves as a platform to honor these top advisors.
Steve & Amy Carlton attending the Elite Advisor Awards Conference in London at the Rosewood Hotel
Steve Carlton with Scott Heising (IFG Founder & CEO) and David Fischer (IFG Co-Founder & CMO) at the Elite Advisor Awards Conference held in Rome, Italy - St. Regis Hotel.
Steve Carlton with Kevin Keefe, IFG President & Chief Operating Officer
Elected to IFG President's Advisory Council
Steve was chosen to serve as an inaugural member of the IFG President’s Advisory Council. This prestigious honor recognizes his commitment to IFG as he represents his peers through open dialogue, collaboration and advocacy.
Five Star Wealth Manager
Since 2010, Steve has been honored annually by being named a Five Star Wealth Manager, www.fivestarprofessional.com/wmresearch. In the Twin Cities, only the top 7% of financial professionals earn this award. The FIVE STAR: Best in client satisfaction Wealth Managers evaluation process is designed to identify wealth managers in a local market that score highest in client satisfaction. Wealth Managers are rated by their customers and financial service professionals based on service, integrity, knowledge, communications, value for fees charged, meeting financial objectives, post-sale service, quality of recommendations and overall satisfaction.
