Start Your Journey to Independence

Your journey to becoming a member of Integrated Financial Group starts here. We choose our members like the best financial planners choose their clients – and we take pride in that.

We maintain strict requirements for joining in order to ensure our community is composed of advisors that are committed to learning, contributing, and planning with intention for their futures.

At Integrated Financial Group, we believe in fostering a culture of excellence, and this begins with our selection process. Our advisors are expected to uphold the highest standards of knowledge and professionalism, emphasizing continuous learning and growth. This ensures that every member is not only capable of navigating the complexities of the financial landscape but also dedicated to providing the highest caliber of service to their clients.

 

We understand that the role of a financial advisor extends beyond mere wealth management. It involves building lasting relationships, understanding clients’ unique financial goals, and devising strategies that safeguard their futures. Therefore, we seek members who are not only adept at managing finances but are also deeply committed to the well-being of their clients. Our advisors take a holistic approach to financial planning, considering every aspect of their clients’ lives to create comprehensive, personalized financial strategies.

Our membership criteria are stringent because we aim to cultivate a community where advisors can collaborate, share insights, and contribute to each other’s success. We believe that a collaborative environment enriches the professional lives of our members, leading to better outcomes for their clients. By joining Integrated Financial Group, you will be part of a supportive network of top-tier professionals who are as passionate about financial planning as you are.

 

See if you qualify today. Your journey with Integrated Financial Group is not just about joining an organization; it’s about becoming part of a family dedicated to excellence in financial planning. If you share our commitment to integrity, innovation, and client-focused service, we encourage you to take the first step toward becoming a part of our esteemed group.

Mutual Selection Process for Prospective Advisors

Discovery

Get to know each other and understand your vision and desire for your future. Introduction to IFG at a high level.
Complete our Discovery Form to provide IFG with insight into where your business is today and where you desire to be in the future.
Meet and review your Discovery Form. Clarify what is most important to you and determine if there is a mutually beneficial relationship between you and IFG.
Complete our business assessment and review it with our Advisor Development team. This exercise will reveal the areas where IFG can help you achieve your goals.

Assessment

Hear from IFG’s departments and learn how we serve Consortium Members by becoming an extension of their team and introduce the resources available to you as a Consortium Member.
Visit LPL’s Home Office with a member of IFG’s team. Learn about LPL’s vast number of resources and how LPL and IFG partner together to serve you and your clients.
Interview with a current IFG Advisor(s) to ask questions. Also, the IFG Advisor will be interviewing you to see if you are a fit for the IFG culture.
As a small business owner, it is essential for your spouse to know IFG and to have a great relationship with them.

Mutual Selection

Finalize all financial agreements and determine how IFG can help you achieve your goals. The letter of intent is signed, and a date is determined for joining IFG.

Integration

Begin Building a Successful Transition Plan with Advisor Development Team
Work closely with the IFG team to prepare you for your transition and integrate you into the IFG family.