15 Minutes Is All It Takes to Change Your Life.
Your path to financial independence starts with a conversation. Book a confidential introductory call with Cooper Welch and learn how IFG can help you achieve your goals.
Schedule a Discovery Call Today
Get in touch with Cooper Welch, our Business Development Associate at Integrated Financial Group.
Call: 678-373-9352
Email: cwelch@intfingroup.com
What is the Mutual Selection Process?
At Integrated Financial Group, our Mutual Selection Process ensures we partner with only the most knowledgeable, professional, and client-focused advisors.
We seek advisors who go beyond traditional wealth management—those who build lasting relationships and design holistic strategies to secure their clients’ futures.
Through a rigorous selection process, we foster a collaborative network where top-tier advisors share insights, challenge each other, and grow their businesses together with an iron-sharpens-iron mentality.
Over 68 Independent Advisory Groups Strong.
Our strength lies in our people. The independent consortium members that make up The Brain Trust are the heart and soul of IFG.
Frequently Asked Questions
What is the Brain Trust?
At IFG, known as the Brain Trust, we foster a community where advisors come together to learn, grow, and support one another. Our core belief is that collaboration and peer interaction are key to continuous improvement. To be part of IFG, you must be willing to both contribute to and benefit from the collective wisdom of our members.
Who is a good fit for IFG?
IFG caters to financial planners who are passionate about financial planning, client dedication, and expanding their knowledge. We welcome growth-focused professionals aspiring to business ownership and committed to delivering exceptional client service. An ideal advisor resonates with the concept of being part of a Brain Trust.
What resources are available to IFG members?
IFG members enjoy a wide range of resources designed to streamline workflows and strengthen client relationships. From HR assistance and group benefits to a trading platform and virtual assistant team, our goal is to reduce administrative burdens so you can focus on what matters most – serving clients. A dedicated marketing team creates and executes strategies for our members. With integrated coaching and consulting, we empower you to elevate your practice.
What does independence at IFG look like?
At IFG, we value the autonomy of independent business owners – it’s the ultimate freedom. We are committed to protecting our advisors’ independence and ensuring they maintain it at all costs. Our mission is to help financial planners rekindle their initial passion for the industry and empower them to serve clients in their unique way. Upholding the independence of IFG members is at the heart of everything we do.
What should I expect from a discovery call with IFG?
A discovery call helps us understand your goals and challenges and explains how IFG can support your transition to independence and growth.
Team Up with IFG.
See the power of affiliation and how it can help take your practice to the next stage of growth.
