IFG MUTUAL SELECTION PROCESS
We choose our members like the best planners choose their clients.
Joining Integrated Financial Group isn’t a sign-up. It’s a decision we make together. We hold every advisor to the same standard we’d want applied to our own clients: a genuine commitment to learning, to their community, and to building something intentional.
four stages
Mutual Selection Process
- 1. Discovery
- 2. Assessment
- 3. Mutual Selection
- 4. Integration
WHY It's rigorous
A High Bar, for a Reason.
Great financial planning is never just about managing money. It’s about building real relationships, understanding what a client actually needs, and having the judgment to act in their interest even when it’s inconvenient. We look for advisors who already operate that way.
That’s also why we’re selective. A collaborative community only works if everyone in it is genuinely willing to contribute, not just benefit. Every advisor who joins IFG becomes part of that exchange, sharing knowledge and expertise with peers who are doing the same for them.
The Path Forward
Mutual Selection Process for
Prospective Advisors
1
Discovery
STEP 1
Introductory Call
Get to know each other and understand your vision and desire for your future. Introduction to IFG at a high level.
STEP 2
Discovery Form
STEP 3
Discovery Meeting
Meet and review your Discovery Form. Clarify what is most important to you and determine if there is amutually beneficial relationship between you and IFG.
STEP 4
Business Assessment Meeting
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.
2
Assessment
STEP 5
IFG Home Office Visit (HOV)
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.
STEP 6
LPL Home Office Visit (HOV)
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.
STEP 7
IFG Advisor Interview
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.
STEP 8
Spouse Meeting
As a small business owner, it is essential for your spouse to know IFG and to have a great relationship with them.
3
Mutual Selection
STEP 9
Decision & Commitment Meeting
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.
4
Integration
STEP 10
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.
15 Minutes is all it takes to get started.
This isn’t just an application. It’s the start of a relationship built on shared standards — integrity, intentional growth, and a genuine commitment to the people you serve. If that’s how you already operate, you’ll feel at home here
Cooper Welch
Business Development at Integrated Financial Group