A Premier Destination for Elite Financial Planners
The Power of Affiliation
We believe many minds are better than one when it comes to financial planning.
Why you can trust
the Brain trust
We do things differently.
Driven by our vision to foster a community of like-minded planners who believe in the power of collective resources to serve their clients better, we choose members like the best financial planners choose their clients. Our goal is to find dedicated financial planners who embrace both independence and participation in the Brain Trust.
We take our selection process very seriously.
Our mutual selection process is not something we take lightly. We turn down 95% of prospective advisors because we know it’s important to get it right. If a planner transitions to IFG, our goal is to exceed their expectations, so they never have to do another transition again. IFG maintains strict requirements for all planners who are allowed to join.
“I’ve always strived to increase my professional knowledge and my service capabilities. So I affiliated with IFG in January of 2016, which has given me access to some of the best thinking in the industry, access to literally hundreds of years of experience. And because of that, there is no client situation or circumstance that we can’t address.”
“It is one thing to make promises to an advisor to gain their partnership. It is another to fulfill those promises. At IFG, there is no gap between what is said and what is done. The culture of IFG is a throwback to the time when corporations treated their people like family, and it is more evident every day that passes that IFG is part of my family. The ability to practice independently and have an extended bench of almost 2,000 years of expertise to draw on is crucial to our success.”
Trent Adams, CFPⓇ Magnolia Financial Group
“When making the decision to become independent, I worried about how I would take care of payroll and benefits for myself and my staff. The Operations Department at IFG takes care of everything and I know their decisions always have my best interest in mind. I don’t have to worry about anything!”
“After many years in the industry and with LPL in particular, I felt like a tadpole in a big ocean. Finding this incredible group has afforded me the opportunity to grow my practice at a rate I know would not have been possible on my own. From my study group, the IFG Retreats, and business coaching, I truly have been given a new lease on life. This isn’t an exaggeration. I have a larger, more manageable practice, more time for the people I love and more joy from interactions with my clients. I am so grateful for IFG’s support – it allows me to be the best advisor I can be. My passion is to do more good for more people and for my community.”
Jerri Hewett Miller, CFPⓇ, RICP, BFA, Wealth Horizon
Start Your Journey to Independence
We choose our members like the best independent financial planners choose their clients – and we take pride in that. See if you qualify today.
