What Works is a podcast for independent financial advisors — hosted by Don Patrick, Founder of Integrated Financial Group. In each episode, Don sits down with an advisor who built a thriving independent practice to uncover what actually worked: the systems, the decisions, the pivots, and the hard lessons. No scripts. No sales pitches. Just real conversations from advisors with a combined 2,500+ years of experience in the field.
What Works covers practice management, succession planning, client acquisition, fee-only models, niche development, advisor partnerships, and the realities of building an independent financial planning firm.
Don Patrick is the Founder and Chief Strategy Officer of Integrated Financial Group, an independent advisory consortium supporting financial planners across 12 states. With over four decades in financial services, Don created What Works to give independent advisors access to peer-level insight — the kind of conversations that typically only happen behind closed doors at industry events.
