Protected: Episode 01: Welcome to What Works
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5 Must-have Financial Advisor Goals for 2025
As we approach 2025, the financial advising landscape continues to evolve, bringing new challenges and opportunities. To stay competitive and provide exceptional value to clients, it’s essential for financial advisors to set clear, strategic goals. Whether you’re aiming to grow your practice, deepen client relationships, or stay ahead of emerging trends, having a well-defined […]
Niching Down: Why Financial Advisors Should Specialize & How to Choose the Right Niche
In the dynamic world of financial advisory services, the concept of “niching down” has become increasingly crucial. But what does it mean to niche down, and why is it so important in today’s competitive market? Defining “Niching Down” for Financial Advisors Niching down refers to the strategic decision for financial advisors to specialize in a […]
The Costs of Going Independent: What Financial Advisors Need to Know
For many financial advisors, the prospect of independence can evoke a mixture of excitement and transition concerns. Whether you’re dreaming of breaking free from the constraints of a wirehouse or broker-dealer, or you’re hesitant about leaving the familiar behind, it’s essential to remember that there’s no one-size-fits-all approach to shaping your career. Transitioning to an […]
Rounding out the top 5 midsize businesses
Integrated Financial Group (IFG) has been named as the 19th largest financial planning and advisory firm in 2022 by the Atlanta Business Chronicle based on assets under management. IFG has been on the Top 25 list since its inception in 2003. Read More Share on facebook Share on twitter Share on email Atlanta’s 25 Largest […]
LPL Lures Former Lincoln Team Who Brings $615 Million in Assets
Integrated Financial Group (IFG) has been named as the 19th largest financial planning and advisory firm in 2022 by the Atlanta Business Chronicle based on assets under management. IFG has been on the Top 25 list since its inception in 2003. Read More Share on facebook Share on twitter Share on email Atlanta’s 25 Largest […]
Top Transition Concerns and How IFG Can Help
For many financial advisors, the prospect of independence can evoke a mixture of excitement and transition concerns. Whether you’re dreaming of breaking free from the constraints of a wirehouse or broker-dealer, or you’re hesitant about leaving the familiar behind, it’s essential to remember that there’s no one-size-fits-all approach to shaping your career. Transitioning to […]
2024 Recap: Integrated Financial Group Annual Retreat
Since 2005, the IFG Annual Retreat has been a cornerstone event that unites the IFG Family to celebrate the start of a new year with collaboration and camaraderie. This year’s retreat marked a significant milestone as we reminisced on a journey that began in November 2003 with the founding of Integrated Financial Group, when Don […]
10 Most Common Compliance Questions We Hear from Financial Advisors
Navigating the labyrinth of regulatory compliance can often feel daunting for independent financial advisors. Whether you’re just starting out or are a seasoned professional, understanding the nuances of compliance is crucial for protecting your practice and your clients. In this blog, we’ve pulled together the 10 most common regulatory compliance questions we hear from […]
How to Prospect 401k Clients: 6 Strategies for Success
For independent financial advisors, tapping into the 401(k) market can be a game-changer for your business. Imagine this: you’re not only providing exceptional retirement plan services to small business owners, but you’re also building new bridges with their employees. This dual benefit opens up new revenue streams and enhances your value to your existing clients. […]
