Helping Financial Advisors to grow, protect and maximize the value of their businesses while serving clients more efficiently.
Meet Brian Heapps, CEO and President of Innovative Financial Group.
At IFG, we are able to offer advisors top payouts with access to resources they wouldn't be able to access on their own, such as payroll and benefits services for their staff, acquisition opportunities to grow, and an immediate firm backed continuity plan to protect the value of their business
- Brian Heapps
“I’m very happy to have aligned my firm with IFG. From the start, our team has received unparalleled client service. Everyone at IFG is professional, knowledgeable, and extremely responsive to our needs. Brian Heapps is an effective leader.”
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
“IFG has an A-team of industry professionals who were instrumental in the execution of my firm’s succession plan. Their support and guidance have allowed me and my team to focus on what is most important, building client relationships.”
“The team at IFG has been an exceptional resource to my business...., especially during the transition period from my previous broker-dealer. I felt prepared for the transition, and we executed my entire book within weeks.”
Owning your own business can be one of the most rewarding experiences of your life, however, the journey can be difficult at times. We are here to provide the resources, support, and community to help you build the business of your dreams.
Ready to be a business owner, control how your business is run and the services that you provide to your clients? Don’t be overwhelmed by the process of launching your business. From branding to business setup to tech stack, we have you covered with a step-by-step process that takes you from a financial advisor to a business owner.
Growing your business means creating the infrastructure to serve your clients more effectively, run your business more efficiently, and scale your business more profitable. Our advisor-centric platform will help you do this, whether it is building a team around you, acquiring another practice, or outsourcing certain functions. We will help.
You have built a sustainable business that has helped clients pursue their financial goals for decades. As you start to approach retirement, it is time to put a plan in place to help ensure your clients continue receiving the financial advice and service they need while monetizing the value of the business you built. We have created a separate platform SellMyFinancialPractice to help you do this and ensure your business and legacy last for generations.