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Road to Independence: What to Expect When You Transition to IFG

Ready to start leveraging the wealth of knowledge, support and resources that come with becoming a member of Integrated Financial Group? Leave behind the challenges of the corporate environment, or running your practice completely solo. Instead, tap into a collaborative community dedicated to your success!

In this IFG Transition Overview, we’ll walk you through exactly what you can expect during the first 6 months of your transition. Here’s what we’ll cover:

Letter from Our CEO
Pre-transition Steps
Integration to Integrated
Meet Your Virtual Assistant Team
The IFG Difference
IFG Services

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Securities offered through LPL Financial. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment adviser or IFG Advisory, LLC, a registered investment adviser. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.

Road to Independence: What to Expect When You Transition to IFG

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