Growth Library

Get a sneak peek of what the Brain Trust has to offer. Explore our growth library of resources designed to help you thrive in your practice.

Podcast

Blog

Tools

Videos

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.

Ep 34: Building a Planning-First, People-Focused Firm with Kelly Lee & Shane Gaddy

Shane Gaddy & Kelly Lee

Managing Partner/Financial Planners, SGL Wealth Management

Ep 33: Planning for the Next Generation of Advisors with Chris and Nicholas Rios

Chris and Nicholas Rios
Advisors
Financial Strategies Group

Ep 32: Finding Purpose Through Change with Temp Davis

Temp Davis
Financial Planner
Integrated Financial Partners

Ep 31: From Turbulence to Trust: Financial Lessons

Alan Bratic
President
ThompsonBaker Financial

The Psychology of Money and Growing a Financial Practice

Rebekah Fero
Principal, Financial Planner,
Fero Financial

Referrals, Boundaries, and Impact

John Franklin
Founding Partner and CFP® Franklin Watkins Financial Group

Redefining Wealth, One Honest Conversation at a Time

Nathan Kohlhoff
Founder
East Beach Wealth Solutions

Building Trust, Family, and a Financial Future: Lessons from Blue Heron with Sarah and Margie Kosmerl

Sarah Kosmerl
Financial Advisor,
Blue Heron Financial Group

Partnership, planning, and putting clients first with Trent Adams and Mark Smith

Mark Smith
Partner,
Magnolia Financial Group

IFG Insights

Stay informed with actionable advice about transitioning, business development, practice management and more.

What Works for Pivoting for Growth & Simplified Financial Planning | Episode #09 with Bain Nickels

Bain’s journey offers a compelling narrative for independent financial advisors seeking growth, evolution, and a deeper, more meaningful way to serve their clients.

December 2, 2025

What Works for Niche Marketing, Fee Models, and Practice Persistence? | Episode #08 with Mike Tarrant

Mike is a respected voice within the IFG consortium, a community of advisors that provides support, networking, and a shared platform for growth

October 29, 2025

RIA Software: How to Build the Best Financial Advisor Tech Stack

Building an effective RIA software stack is key to success. Learn how the right financial advisor tech stack can drive firm growth.

October 9, 2025

Financial Advisor Tools

Access our advisor-designed tools and guides to streamline your daily operations.

The Ultimate Advisor Tech Stack

Explore the tools top advisors use to grow faster, operate smarter, and serve clients better.

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.

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.