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Running Your Business, Your Way

At Innovative Financial Group, we help advisors break away from wirehouses, banks, insurance companies, and employee-based models to launch the independent business they’ve always envisioned. While the transition to independence can seem overwhelming, our experienced team provides the launchpad, infrastructure, and hands-on support to help you move forward with confidence — from technology and operations to marketing, staffing, and client transition support — to build the firm you’ve always dreamed of.

Marketing

Marketing

We will guide you through setting up the initial components for your firm's launch. This will include access to marketing specialists to develop your business’s new name, logo, and other marketing materials. You can also access discounted website platforms for building your new online presence.  

  • Branding
  • Marketing Materials 
  • Website and Digital Marketing 
Business Set up

Business Set up

We can help you establish your business with confidence, from finding the right office space and selecting the right technology tools to forming your business entity and setting up payroll and benefits for employees. Our experienced team will guide you through each step of the process to help ensure your firm is positioned for a smooth and successful launch into independence. 

  • Office Space
  • Technology 
  • Business Entity
  • Employee Payroll and Benefits
Client Transition

Client Transition

The smooth transition of your clients will be your number one focus during the first 90 days of launching your business. It starts with understanding your current situation and contract, then developing a transition and client communication plan. Our experienced transition support team will deliver the concierge service you need, so you can focus on talking to your clients about why you are launching your own firm and how it benefits them.

  • Access to Outside Legal Counsel 
  • Client Communication 
  • Client Transition
  • Dedicated Business Processing Concierge

Once you have launched your business...

It's Time to GROW