The Value of Mastermind Groups for Independent Financial Advisors

Integrated Financial Group (IFG) is a large enterprise group within the LPL ecosystem, operating from our base in Atlanta, Georgia, with 63 teams spread across 13 states. Our teams comprise incredibly dedicated individuals who have been with us for many years, and those who have just joined our unique community. A significant part of our […]

Certified Financial Planners: A Comprehensive Guide


Financial planning is a vital aspect of life that can significantly influence your future comfort and security. One of the primary professionals in this domain is a Certified Financial Planner (CFP), an individual with the knowledge, skills, and ethical standards to help people navigate their financial journey.   In this guide, we will delve deep […]

Building a Successful RIA Practice: Strategies for Client Acquisition and Retention

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When it comes to building a successful RIA practice, client acquisition and retention are absolutely essential. As independent financial planners, it is imperative to establish meaningful and long-lasting relationships with clients in order to thrive in this industry.   However, let’s get real here – acquiring clients is just the beginning. It takes dedication and […]

Going Independent as a Financial Planner: Should I Stay or Should I Go?


You’ve got a vision of what you want your practice to be. The corporate environment is too restrictive to really deliver the experience your clients want from you. You want more for yourself, your people and your followers. But making the decision to go independent can feel a little overwhelming. “A good advisor knows their […]

Marketing for Financial Planners: Unlocking the Benefits of Integrated Financial Group


Learn actionable tips for marketing your independent financial planning practice to build your client base with ease and scale your practice to its full potential. One of the many benefits and pitfalls of becoming an independent financial advisor is taking control of your own narrative. You are finally free from the shackles that previously bound […]

Harnessing Technology: Financial Planning Tools and Software for RIAs


In the May 2023 edition of Financial Planning, research shows that making wealthtech spending decisions has become a high-pressure situation. “The right tech allows firms to not only drive greater efficiency but differentiate themselves in a market still navigating a pandemic-fueled shift from physical-first to digital-first… It’s clear that advisors recognize the role of technology […]