Build a Team
It happens to every financial advisor as they build their business. At some point, you hit capacity and face two options: hire or outsource. It’s never a one-size-fits-all approach. Our team will help you determine the right solutions for your firm, whether it’s a Virtual Assistant, hiring full-time staff, bringing on another advisor, or designing compensation structures and incentive plans to support future growth. From job descriptions to the hiring process itself, we can help you build the right team and infrastructure as your firm continues to grow.
- Hiring Support
- Turnkey Compensation & Benefit Services for Your Employees
Acquire a Business
One of the most effective ways to accelerate growth is through acquisition, and the team at Innovative Financial Group has extensive real-world experience helping advisors successfully grow through acquisitions and succession strategies. Having completed dozens of transactions, we understand the complexities involved and can guide you through every stage of the process — from identifying opportunities and completing valuations to structuring the deal and successfully transitioning the business. Through resources such as Sell My Financial Practice, along with our industry relationships and advisor network, we help connect qualified buyers and sellers to create meaningful growth opportunities.
Advisor Services
As your business grows, it's important to have a team of experts in specific areas to rely on. We have identified key areas where we can complement your businesses and help you focus on what you do best: serving your clients.
- A team of supervisory experts to help protect your clients and business.
- An Operational Excellence Team to navigate the endless new business requirements and paperwork.
- A Compensation and Finance Team to ensure you get adequately paid for the work that you do.
- A Continuity Plan (backed by the firm) to protect the business you are building in the event of death or disability.
Share Best Practices
Even though you own/run your own business, we know that advisors and firms learn more, grow faster, and have more fun when they are part of a community. We’re dedicated to providing you with educational and networking opportunities at various times and various locations throughout the year, so you can interact and learn from other like-minded advisors nationwide.