A Premier Destination for Elite Financial Planners
Discover what sets IFG’s consortium
apart from every other financial
planning group out there.
Discover what sets IFG’s consortium apart from every other financial planning group out there.
The Power of Affiliation
We believe many minds are better than one when it comes to financial planning.
Why
You
Can
Trust
the
Brain
Trust
Why You Can Trust the Brain Trust
We do things differently.
Driven by our vision to foster a community of like-minded planners who believe in the power of collective resources to serve their clients better, we choose members like the best financial planners choose their clients. Our goal is to find dedicated financial planners who embrace both independence and participation in the Brain Trust.
We take our selection process very seriously.
Our mutual selection process is not something we take lightly. We turn down 95% of prospective advisors because we know it’s important to get it right. If a planner transitions to IFG, our goal is to exceed their expectations, so they never have to do another transition again. IFG maintains strict requirements for all planners who are allowed to join.
- > Experience
- > Professional designations and education
- > Disciplined financial planning process
- > Excellent client service standards
- > Adherence to the consortium’s ethical guidelines
- > Experience
- > Professional designations and education
- > Disciplined financial planning process
- > Excellent client service standards
- > Adherence to the consortium’s ethical guidelines
- >
01
Competitive Compensation
We’re proud to say
we offer the most competitive compensation programs in the industry.
Competitive Compensation
We’re proud to say we offer the most competitive compensation programs in the industry.
Competitive Compensation
We’re proud to say we offer the most competitive compensation programs in the industry.
Competitive Compensation
We’re proud to say we offer the most competitive compensation programs in the industry.
02
Robust Culture
We’re an experienced and highly qualified collective of 61 financial planning teams across 11 states.
Robust Culture
We’re an experienced and highly qualified collective of 61 financial planning teams across 11 states.
Robust Culture
We’re a diverse, experienced and highly qualified collective of 100+ planners with independently-owned firms across 8 states.
03
Supported Transition
We’re here to ensure your transition to IFG goes as smoothly as possible, so you can make this transition your last.
Supported Transition
We’re here to ensure your transition to IFG goes as smoothly as possible, so you can make this transition your last.
Supported Transition
We’re here to ensure your transition to IFG goes as smoothly as possible, so you can make this transition your last.
04
Rapid Business Growth
We assist advisors in achieving their goals and growing their business to its full potential.
Rapid Business Growth
We assist advisors in achieving their goals and growing their business to its full potential.
Rapid Business Growth
We assist advisors in achieving their goals and growing their business to its full potential.
05
Done-for-You Planning
From investments to trading solutions,
we’ll build smart strategies on your behalf.
Done-for-You Planning
From investments to trading solutions, we’ll build smart strategies on your behalf.
Done-for-You Planning
From investments to trading solutions, we’ll build smart strategies on your behalf.
06
Greater Client Satisfaction
We allow you to create the client experience you want for your clients.
Greater Client Satisfaction
We allow you to create the client experience you want for your clients.
Greater Client Satisfaction
We allow you to create the client experience you want for your clients.
07
Business Coaching & Support
We help our financial planners become great business owners and reach their full potential.
Business Coaching & Support
We help our financial planners become great business owners and reach their full potential.
Business Coaching & Support
We help our financial planners become great business owners and reach their full potential.
08
Strategic Partnerships
Our process helps
you determine the right strategic
partner and ensures discretion in your consideration
process.
Strategic Partnerships
Our process helps you determine the right strategic partner and ensures discretion in your consideration process.
Strategic Partnerships
Our process helps you determine the right strategic partner and ensures discretion in your consideration process.
09
In-house
Support
Work with a team of experienced professionals to streamline your
daily operations and improve
productivity.
In-house Support
Work with a team of experienced professionals to streamline your daily operations and improve productivity.
In-house Support
Work with a team of experienced professionals to streamline your daily operations and improve productivity.
In-house Support
Work with a team of experienced professionals to streamline your daily operations and improve productivity.
10
Members-first Mentality
We’re not driven by revenue, but by our goal to provide the resources for our members to thrive.
Members-first Mentality
We’re not driven by revenue, but by our goal to provide the resources for our members to thrive.
Members-first Mentality
We’re not driven by revenue, but by our goal to provide the resources for our members to thrive.
FINANCIAL PLANNING
TEAMS
“I’ve always strived to increase my professional knowledge and my service capabilities. So I affiliated with IFG in January of 2016, which has given me access to some of the best thinking in the industry, access to literally hundreds of years of experience. And because of that, there is no client situation or circumstance that we can’t address.”
“It is one thing to make promises to an advisor to gain their partnership. It is another to fulfill those promises. At IFG, there is no gap between what is said and what is done. The culture of IFG is a throwback to the time when corporations treated their people like family, and it is more evident every day that passes that IFG is part of my family. The ability to practice independently and have an extended bench of almost 2,000 years of expertise to draw on is crucial to our success.”
Trent Adams, CFPⓇ Magnolia Financial Group
“When making the decision to become independent, I worried about how I would take care of payroll and benefits for myself and my staff. The Operations Department at IFG takes care of everything and I know their decisions always have my best interest in mind. I don’t have to worry about anything!”
“After many years in the industry and with LPL in particular, I felt like a tadpole in a big ocean. Finding this incredible group has afforded me the opportunity to grow my practice at a rate I know would not have been possible on my own. From my study group, the IFG Retreats, and business coaching, I truly have been given a new lease on life. This isn’t an exaggeration. I have a larger, more manageable practice, more time for the people I love and more joy from interactions with my clients. I am so grateful for IFG’s support – it allows me to be the best advisor I can be. My passion is to do more good for more people and for my community.”
Jerri Hewett Miller, CFPⓇ, RICP, BFA, Wealth Horizon
Start Your Journey to Independence
We choose our members like the best independent financial planners choose their clients – and we take pride in that. See if you qualify today.
Road to Independence: What to Expect When You Transition to IFG
Download our IFG Transition Overview to discover what you can expect from the process during your first 6 months as a new member of the Brain Trust.
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