What Works.
Join Don Patrick, Founder and Chief Strategy Officer of Integrated Financial Group, as he discusses business, strategy, and life with the world’s top Financial Planning professionals.
BRAIN TRUST INSIGHTS
Building a Successful RIA Practice: Strategies for Client Acquisition and Retention
September 20, 2023
BRAIN TRUST INSIGHTS
Going Independent as a Financial Planner: Should I Stay or Should I Go?
September 8, 2023
BRAIN TRUST INSIGHTS
Mastering The Art of Client Communication: Essential Skills for Certified Financial Planners
August 18, 2023
BRAIN TRUST INSIGHTS
Marketing for Financial Planners: Unlocking the Benefits of Integrated Financial Group
August 1, 2023
BRAIN TRUST INSIGHTS
Harnessing Technology: Financial Planning Tools and Software for RIAs
July 13, 2023
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