For financial advisors weighing a move

The 12-minute story every advisor should watch before their next conversation.

Three advisors. Three starting points. One through-line: independence got easier, not harder.

Featured · Scott + Dave reel · 12:04

The full IFG advisor story

or keep reading — full story below

If you're watching this, you already know

Most advisors don't leave because of payout.

They leave because their support team can't keep up. Slow approvals. Old technology. A service desk that can't find your file. Compliance that says "no" when you needed "how."

You earned your book. You shouldn't lose hours every week fighting your own platform to take care of it.

"I wasn't unhappy with my payout. I was unhappy with my Tuesdays."
— Bryce J., IFG Advisor

The shift that happened

Independence used to mean doing it alone. Not anymore.

For a long time, "going independent" meant trading one set of problems (a slow, political home office) for another (running everything yourself). That trade isn't required anymore.

At IFG, "independent" means you own the practice — we run the platform. A named team. Integrated technology. Compliance that ships. Marketing that's actually compliant and good.

The advisor stays at the center. The home office moves to the back office.

What changes in 90 days

Here's what the move actually looks like.

Every IFG transition runs the same proven track. No "we'll figure it out" energy. No silent two-week gaps.

Days 0–14 — Plan & protect

Confidential book review. Custodial mapping. Legal review of your current contract. Transition timeline drafted and approved with you.

Days 15–30 — Set up & stage

IFG tech provisioned. Compliance onboarding complete. Paperwork prepared. Client communication letters drafted and pre-approved — ready to send the day you go live.

Days 31–60 — Move & reassure

You resign on a Friday. You're operating Monday. Your transition pod personally calls your top-50 clients with you in the first week.

Days 61–90 — Stabilize & grow

Paperwork concierge clears the long tail. Weekly check-ins. Your growth coach starts mapping the next twelve months — not the next twelve days.

Ready to map yours?

Get your own 90-day plan in a 15-minute call.

Bring your hardest question. We'll bring the head of transitions.

Book the Call →

What advisors push back on

The five hesitations — answered straight.

"I'll lose too much of my book." Across IFG transitions, advisors retain 94% of their book on average within 90 days. Pre-drafted, pre-approved client letters and a personal call schedule make the difference.

"The paperwork will eat me alive." It won't — because you won't be doing it. Our paperwork concierge handles the long-tail accounts. You sign. We chase.

"My team can't survive the disruption." Your team comes with you. We provision their tech access the same day yours goes live. Most ops associates report they gained hours per week within the first month.

"What if compliance is just as slow at IFG?" Median ad-approval time at IFG is under 36 hours. Pre-approved templates for paid social, VSL, and email ship same-day.

"What if I leave IFG someday?" Your book is yours — in writing. If you ever leave IFG, your clients leave with you. We say it on day one because we mean it.

See All Advisor Stories →

Your next step

A 15-minute call. No deck. No pressure.

You bring your hardest question. We bring straight answers, your numbers modeled, and an honest read on whether IFG is the right fit.

Confidential. We never contact your current BD.
No deck. We talk about you, not us.
No follow-up if you don't want one.