Building a Successful RIA Practice: Strategies for Client Acquisition and Retention
When it comes to building a successful RIA practice, client acquisition and retention are absolutely essential. As independent financial planners, it is imperative to establish meaningful and long-lasting relationships with clients in order to thrive in this industry. However, let’s get real here – acquiring clients is just the beginning. It takes dedication and hard […]
Going Independent as a Financial Planner: Should I Stay or Should I Go?
You’ve got a vision of what you want your practice to be. The corporate environment is too restrictive to really deliver the experience your clients want from you. You want more for yourself, your people and your followers. But making the decision to go independent can feel a little overwhelming. “A good advisor knows their […]
Mastering The Art of Client Communication: Essential Skills for Certified Financial Planners
As in life, effective, empathetic communication is the key component in open, honest, productive relationships. The ability to relate to one another is the capstone that connects the financial advisor to the client, their lives and their goals. Communication works for those that work at it. The above may seem profoundly simple, but it’s […]
Marketing for Financial Planners: Unlocking the Benefits of Integrated Financial Group
Learn actionable tips for marketing your independent financial planning practice to build your client base with ease and scale your practice to its full potential. One of the many benefits and pitfalls of becoming an independent financial advisor is taking control of your own narrative. You are finally free from the shackles that previously bound […]
Harnessing Technology: Financial Planning Tools and Software for RIAs
In the May 2023 edition of Financial Planning, research shows that making wealthtech spending decisions has become a high-pressure situation. “The right tech allows firms to not only drive greater efficiency but differentiate themselves in a market still navigating a pandemic-fueled shift from physical-first to digital-first… It’s clear that advisors recognize the role of technology […]
Atlanta’s 25 Largest Financial Planning and Advisory Firms
Integrated Financial Group (IFG) has been named as the 19th largest financial planning and advisory firm in 2022 by the Atlanta Business Chronicle based on assets under management. IFG has been on the Top 25 list since its inception in 2003. Read More Share on facebook Share on twitter Share on email Atlanta’s 25 Largest […]
Who Do I Work for Today?
CEO Land Bridgers’ bylined article is included in the 2022 Midyear Outlook issue of WealthManagement Magazine, where he discusses the private equity invasion into the financial advice industry, the impact and effects of M&A within the industry, and who advisors actually work for today – noting that most advisors truly just want to work for […]
Gaining Perspective Podcast: The Toughest Questions Advisors Will Get From Clients
Integrated Financial Group’s Land Bridgers and Don Patrick were interviewed by Advisor Perspectives’ founder and CEO Robert Huebscher for their Gaining Perspective podcast, discussing what IFG advisors are doing right to help clients navigate the headlines and the uncertainty of the economy, the tough questions advisors are receiving from clients, and how advisors can differentiate […]
Tech Survey 2022: How advisors are investing for the future
Don Patrick and Land Bridgers weigh in on Financial Planning’s 2022 Advisor Tech Survey, discussing the importance of technology in allowing advisors to create capacity and connect with and service more individuals and families. READ MORE Share on facebook Share on twitter Share on email Atlanta’s 25 Largest Financial Planning and Advisory Firms Integrated Financial […]
Compilation Podcast Episode from the 2022 T3 Technology Tools for Today Conference
Integrated Financial Group’s CEO Land Bridgers was interviewed by Jonny Swift of Impact Communications on the Swift Chats Podcast compilation episode from the 2022 T3 Technology Tools for Today Conference, discussing his biggest highlights and takeaways from the conference, the importance of financial technology for IFG advisors, and more. READ MORE Share on facebook Share […]
