What Works Podcast
Tune in to powerful conversations between IFG members and founder Don Patrick about what truly drives success in both business and life.
Building a Planning-First Advisory Firm Through Partnership, Process, and Succession with Kim DeProspero and Hank Cleare
with Kim DeProspero and Hank Cleare
Building a Relationship-Driven Financial Advisory Firm | Brett Bringuel | What Works
with Brett Bringuel
Succession Planning for Financial Advisors | Morris & Morgan Shank | What Works
with Morris & Morgan Shank
From Paraplanner to Financial Advisor: Career Lessons | Steve Reents | What Works
with Steve Reents
Building a Systems-Driven Advisory Firm | Thomas Barnes & Derek Keeney | What Works
with Thomas Barnes & Derek Keeney
Why Planning-First Wins in Advisory Practices | William Black | What Works
with William Black
Advisor Partnerships and Succession Planning | Melissa Ekeberg & Chase Gunter | What Works
with Melissa Ekeberg & Chase Gunter
From Wholesaler to Financial Advisor: Building a Business on Relationships | Troy DeCastro | What Works
with Troy DeCastro
How Philosophy and Hard Work Drive Client Satisfaction | Gary Alpert | What Works
with Gary Alpert
IFG Insights
Stay informed with actionable advice about transitioning, practice management, succession planning and more.
Discover what next gen advisors really want and how to attract the future's top talent with IFG’s Brain Trust and operational support.
Follow this comprehensive 7-step guide to ensure seamless onboarding and a great first impression with new clients.
Learn actionable tips for lead generation that leads to effective client acquisition and retention.
IFG Company Guides
Learn more about IFG and what we have to offer.
The Advisor Due Diligence Checklist
We made the Due Diligence Checklist, an interactive guide that allows you to see everything that IFG has to offer.
Discover our Introductory Brochure
Becoming a member of Integrated Financial Group gives you autonomy over your business and your future. Download our brochure to learn more.
The Ultimate Advisor Tech Stack
Explore the tools top advisors use to grow faster, operate smarter, and serve clients better.
IFG Video Testimonials
Working Together: Paul Peeler
Paul Peeler shares how IFG helps him build a scalable and efficient team without full-time employees. This support frees him to focus on his family, clients, and community work.
Working Together: Howard Katz
Howard Katz explains how IFG’s community of trusted advisors and open architecture has helped grow their business, flatten their learning curve, and build strong, lasting relationships.