The Independent Path: Building a Client Base from Scratch

For financial advisors looking to expand their clientele, the question of how to attract more clients is paramount. This challenge is universal, touching everyone from seasoned veterans to those just breaking into the industry. The truth is, there’s no mystical formula or hidden secret that unlocks a flood of new clients. Success in this arena […]

Free Marketing Assessment

Please fill out the form below to receive your free marketing assessment. Our team is dedicated to helping you enhance your visibility and grow your clientele with tailored marketing strategies. Get Started Share on facebook Share on twitter Share on email

Financial Advisory Practice: Building Your Own Dream To Reality

Embarking on the journey to establish your own financial advisory practice marks the beginning of a thrilling chapter in your professional life. Transitioning from working within the confines of a broker-dealer or wirehouse environment, where numerous decisions are made on your behalf, to setting up your own advisory firm presents a unique set of challenges […]

How to Create a Financial Advisor Business Plan

The notion of crafting a business plan often takes a backseat for many financial advisors, seen more as an initiative for budding entrepreneurs rather than established professionals. The apprehension tied to formulating a business plan can stem from its perceived complexity or unfamiliarity.    However, the distinction between an ordinary practice and an elite one […]

Optimizing the Transition Journey for Independent Financial Planners

independent financial planners

At Integrated Financial Group (IFG), we specialize in supporting independent financial planners on their journey towards independence—a path filled with distinct opportunities and challenges. Cultural shifts have broadened the client base and allowed advisors to customize their practice, making independence a feasible option for all. However, like all new ventures, some lessons are best learned […]

Choosing the Right 5-Year Plan for Financial Advisors

The financial planning landscape is in a state of flux, shifting towards inorganic growth through the absorption of smaller firms by larger entities and equal mergers. It’s what Bob Veres, the esteemed editor and publisher of Inside Information and Financial Planning Magazine, refers to as the “Age of Consolidation”.   As a financial advisor, you […]

Advisor SEO Checklist: Optimizing Your Website & Getting More Traffic

Maximize your digital footprint with Integrated Financial Group’s “Advisor SEO Checklist: Optimizing Your Website & Getting More Traffic”. In the ever-evolving digital landscape, where your online visibility can make or break a business, it’s essential to ensure your website stands out from the competition. Financial advisors can no longer rely on traditional client acquisition strategies; […]

Keys to High Level Production by Don Patrick

Unlock the secret to high-level production with our FREE guide, “Keys to High-Level Production” by IFG’s founder, Don Patrick. This comprehensive resource delves into the crucial aspects that go beyond the realm of financial planning, embracing our roles as business owners. Download Now Share on facebook Share on twitter Share on email

Client Discovery Pack

The Discovery “Fit” meeting is a crucial part of your onboarding process. It serves as a valuable opportunity to gather information and evaluate compatibility, ensuring a mutually beneficial partnership. Download Now Share on facebook Share on twitter Share on email

8 Keys to High Level Production for Financial Advisors

In this blog, we’ll go over 8 keys to high-level production, so that you can continue to develop your independent financial planning practice into a thriving business.   It’s easy to get wrapped up in the day-to-day tasks of helping your clients in reaching their long-term financial goals. However, anticipating and planning for the future […]