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The Barger Group
More than a quarter century of successful experience in helping financial advisors take their practices to the next level.
Steve Barger, founder
of The Barger Group
In many ways, Steve Barger literally helped create the modern brokerage industry. In the 1970s, he invented the banking industry’s very first financial services Investor Center for Hawkeye Bancorporation. During the 1980s, he led the marketing efforts of Shearson-Lehman Brothers, then moved on to direct business development and training for Smith Barney. As a senior executive with CitiGroup Financial Services in the 1990s, he directed training and development for the largest financial services sales force in America. Today, he continues to mentor many of the financial industry’s leading advisors.
Barger understands the personal and professional challenges and opportunities faced by planners, consultants and advisors. His tools and systems have been proven to not only help novice advisors build their practices, but also to help veteran advisors elevate their practices to higher and higher levels. He is a nine-time distinguished instructor at the Wharton Business School Securities Institute.
The Barger Group was created to make Steve’s knowledge and resource base available to a growing group of advisors via the web. Using interactive technology, the company’s tools and services empower advisors to build stronger, more profitable, information-based relationships with their clients.