BRAIN TRUST INSIGHTS

The Broker Protocol: Everything Financial Advisors Should Know

Explore everything you need to know about the nuances of broker protocol and how it affects your financial advisory practice.
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What Next Gen Advisors Actually Want: Hint—It’s Not Just a Competitive Payout

Discover what next gen advisors really want and how to attract the future's top talent with IFG’s Brain Trust and operational support.
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Wealth Management Client Onboarding: The 2026 Advisor Guide

Follow this comprehensive 7-step guide to ensure seamless onboarding and a great first impression with new clients.
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Top Lead Generation Strategies for Client Acquisition in Financial Planning

Top Lead Generation Strategies for Client Acquisition in Financial Planning

Learn actionable tips for lead generation that leads to effective client acquisition and retention.
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succession planning for financial advisors

Succession Planning for Financial Advisors: How to Use Your Exit Plan to Attract Next-Gen Clients

Learn how a robust exit plan and the power of a collaborative network like The Brain Trust can help independent financial advisors attract next-gen clients and scale their RIA today.
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Ultimate Guide to Client Segmentation in Wealth Management for Growth

Master client segmentation in wealth management. Learn to build a client service model for financial advisors that scales ROI and improves client experience.
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marketing for financial planners

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

Discover how Integrated Financial Group’s resources can elevate your marketing efforts as a financial planner.
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Ep 11: From Financial Struggles to Financial Success with Cindy Skaggs

What Works for High Volume Referrals, Scaling Client Intake & Efficient Advisory Practice | Episode #11 with Cindy Skaggs

Learn how Cindy Skaggs scaled a high-volume advisory practice using warm referrals, and efficient client intake systems.
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Ep 08: Simplifying Wealth Management Through Trust and Transparency with Bain Nickels

What Works for Pivoting for Growth & Simplified Financial Planning | Episode #8 with Bain Nickels 

Bain’s journey offers a compelling narrative for independent financial advisors seeking growth, evolution, and a deeper, more meaningful way to serve their clients.
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Ep 07: Building a Successful Niche Marketing Financial Planning Practice with Mike Tarrant

What Works for Niche Marketing, Fee Models, and Practice Persistence? | Episode #7 with Mike Tarrant

Mike is a respected voice within the IFG consortium, a community of advisors that provides support, networking, and a shared platform for growth.
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