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 36: How Philosophy and Hard Work Drive Client Satisfaction with Gary Alpert
Ep 35: Why Purpose Matters More Than Profit in Wealth Management with Terrell Boone
Ep 12: Persistence, Planning, and Networking with Mike Irvin
Ep 15: From Financial Struggles to Financial Success with Cindy Skaggs
Ep 10: Leadership, Coaching, and Client Engagement with David Gaynes
Ep 09: Simplifying Wealth Management Through Trust and Transparency with Bain Nickels
Ep 08: Building a Successful Niche Marketing Financial Planning Practice with Mike Tarrant
Ep 07: Strategic Client Engagement with Rich Lombardi
Ep 06: Building Trust and Business with Mark Cross
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 Advisor Due Diligence Checklist
Discover our Introductory Brochure
The Ultimate Advisor Tech Stack
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.
