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Business Accelerator for Financial Advisors

Business Accelerator for Financial Advisors

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Our History

Our History

Meet Malcolm Thomas, Head of Business Development


At our core we are a succession planning firm.  We help advisors who are at or approaching retirement realize the value of the business they have built, while transitioning their clients to the next generation of advisors. 

- Malcolm Thomas

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Advisor Testimonials

<strong>Michaela F. Scott, MSFS, CFP&#174;, RICP&#174;, AIF&#174;, C(k)P&#174;, CPFA; The Strategic Retirement Benefits Group</strong><br/>

Michaela F. Scott, MSFS, CFP®, RICP®, AIF®, C(k)P®, CPFA; The Strategic Retirement Benefits Group

“We opted to join and remain affiliated with IFG due to their steadfast commitment to our success. They use their influential stance within one of the largest independent broker-dealers to advocate for me, my team and fellow advisors. Their values align with ours leaving no doubt about their intentions and sincerity. It is truly 1+1=3 with the team at IFG.”


Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

<strong>Lucas Lawson, CLU<sup>&#174;</sup>; NFocus Financial Partners</strong>

Lucas Lawson, CLU®; NFocus Financial Partners

“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.”


Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

<strong>Bobby Martin, Financial Planner; MyPFA</strong>

Bobby Martin, Financial Planner; MyPFA

“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.”


Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Your Firm Journey

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.

Launch

Launch

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.

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Grow

Grow

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.

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Succeed

Succeed

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.

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Advisor Insights

Navigating the Broker-Dealer Transition

Navigating the Broker-Dealer Transition

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Succession Planning 2023 Recap

Succession Planning 2023 Recap

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Quick Tips to Update Your Website

Quick Tips to Update Your Website

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Are You Ready to Accelerate the Growth of Your Business


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