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 into […]
Building a Successful RIA Practice: Strategies for Client Acquisition and Retention
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 hard […]
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 going independent as a financial planner can feel a little overwhelming “A good advisor knows their […]
Mastering The Art of Client Communication: Essential Skills for Certified Financial Planners
As in life, effective, empathetic communication is the key component in open, honest, productive relationships. The ability to relate to one another is the capstone that connects the financial advisor to the client, their lives and their goals. Effective client communication works for those that work at it The above may seem profoundly simple, but […]
Marketing for Financial Planners: Unlocking the Benefits of Integrated Financial Group
Discover practical advice on marketing for financial planners to expand your client base effortlessly and grow your practice to its fullest 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 you as a […]
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, underscoring the critical importance of reliable financial planning tools in today’s economic landscape. “The right tech allows firms to not only drive greater efficiency but differentiate themselves in a market still navigating a pandemic-fueled shift […]
