A 90-day playbook. A named transition lead. Paperwork concierge. Client communication scripts. Move your book — keep your team and your sanity.
Every IFG transition runs on the same proven track. Here's exactly what happens, week by week.
Confidential book review, custodial mapping, legal review of your current contract, transition timeline.
IFG tech provisioning, compliance onboarding, paperwork prepared, client letters drafted and pre-approved.
You resign on a Friday. We're live Monday. Your transition pod calls your top-50 clients with you.
Paperwork concierge clears the long tail. Weekly check-ins. Your growth coach starts the next-12-month plan.
You've earned your book. You shouldn't lose it on the way out. We've moved hundreds of advisors out of wirehouses cleanly — including Protocol and non-Protocol firms.
Slow approvals. Old tech. A service desk that can't find your file. We hear it constantly. Switching to IFG protects what you've built — and finally gives your team a platform that matches it.
OSJ structures, hybrid RIA support, multi-custodian flexibility, and an ops bench that scales with you. We don't squeeze your business into a box.
You own the practice. We're the platform. Top-decile payout, full back-office, branded under your name.
Build a team under your supervision. We provide the structure, the ops, and the compliance bench.
Run your own RIA for advisory while we handle brokerage. Multi-custodian — we don't force a custodian choice.
We'll model your actual book against your current setup. No mystery spreadsheets. No "we'll get back to you."
Most IFG transitions land in 60–90 days from resignation to substantial book completion. Your timeline is mapped on day one — no surprises.
Your team comes with you. We help with their licensing transfers and provision their tech access on the same day yours goes live.
Yes — it's your book, in writing. If you ever leave IFG, your clients are yours to take.
Median < 36 hours for standard formats. Pre-approved templates ship same-day.
For hybrid RIA structures, yes — multi-custodian across Schwab, Fidelity, Pershing, and more.
No. We're privately held by people who run the firm. No PE pressure. No quarterly cuts.