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.
LPL Lures Former Lincoln Team Who Brings $615 Million in Assets
Financial advisers Jason Walker, Vladimir Nikitenko, CFP, H. Scott Braswell, Rosty Tkachenko, and John Hydrick, CFP, have joined LPL Financial’s broker-dealer, registered investment adviser, and custodial platforms – aligned with existing LPL firm Integrated Financial Group.
Top Transition Concerns and How IFG Can Help
Learn tips and insights from successful advisors that help alleviate the anxiety about transitioning to independence.
2024 Recap: Integrated Financial Group Annual Retreat
Get a full recap of the engaging discussions, meaningful takeaways and memories made of our most exciting Retreat yet!
10 Most Common Compliance Questions We Hear from Financial Advisors
Demystify the nuances of compliance to protect your practice and your clients from these common challenges.
How to Prospect 401k Clients: 6 Strategies for Success
Learn proven strategies by successful independent financial advisors for prospecting and attaining 401k clients.
How to Leverage AI for Financial Advisors: Marketing 101
Learn how to implement AI to gain a competitive edge through enhanced client insights, optimized marketing campaigns, and improved personalized experiences.
Top 5 Financial Advisor Growth Strategies
Discover the five essential growth strategies to help secure a prosperous future for your financial advisory firm.
The Independent Path: Building a Client Base from Scratch
Learn actionable tips for increasing your visibility to potential clients and nurturing those leads into lasting business relationships.
Free Marketing Assessment
Take our free marketing assessment to reveal your marketing blindspots and find out how we can help.
