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, People-Focused Firm
with Shane Gaddy & Kelly Lee
Planning for the Next Generation of Advisors
with Chris and Nicholas Rios
Finding Purpose Through Change with Temp Davis
with Temp Davis
From Turbulence to Trust: Financial Lessons
with Alan Bratic
The Psychology of Money and Growing a Financial Practice
with Rebekah Fero
Referrals, Boundaries, and Impact
with John Franklin
Strategies for Successful Client Transitions
with Robert Day and Justin Burgess
Building legacy through intentional succession
with John Collins and Tim Fail
What it’s Really Like to Sell Your Advisory Business
with Cindy Skaggs
IFG Insights
Stay informed with actionable advice about transitioning, practice management, succession planning and more.
IFG Company Guides
Learn more about IFG and what we have to offer.
The Ultimate Advisor Tech Stack
The Advisor Due Diligence Checklist
Discover our Introductory Brochure
IFG Videos
The IFG 2025 Annual Retreat
Watch a recap of IFG’s 21st Annual Retreat, where the theme “Equipped: Bridging the Generational Gaps” brought together advisors for invaluable conversations about the future of our industry.
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.
