14 Best Podcasts for Financial Advisors
Podcasts have become a dominating force over the last few years as a go-to source of information and entertainment. Financial advisor podcasts are among some of the most popular, and have proven a valuable tool to independent advisors and RIAs for staying ahead of industry news, trends, and tips of the trade. Whether you’re […]
Top 10 Reasons Advisors are Joining Integrated Financial Group
Independent advisors are looking for more than just a platform to manage their business.
The Broker Protocol: Everything Financial Advisors Should Know
For financial advisors, navigating the transition from one firm to another often involves complex decisions about client relationships and data handling. To streamline this process and reduce litigation risk, the Broker Protocol was established—a set of guidelines that enables advisors to move their practice while maintaining client relationships. Here’s a breakdown of how it […]
The Benefits of Outsourcing Trading to a Strategic Partner Like IFG
Let’s face it – as financial advisors, we wear “control” like a badge of honor. The idea of outsourcing something as critical as trading? It probably sends a shiver down your spine. There’s this belief that we need to handle every aspect to maintain control or that our value is tied to doing everything in-house. […]
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 […]
The Costs of Going Independent: What Financial Advisors Need to Know
Transitioning to independence is a significant and exciting step that allows you to run your practice the way you’ve always envisioned and unlock a great deal of growth potential. However, it’s essential to understand the costs involved to ensure a smooth and successful transition. Here’s a comprehensive overview of the primary expenses you’ll encounter […]
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 independent […]
