Advice For Life | Atlanta's Financial Planning Blog

Sometimes You Should Retreat Before Pressing On

Wednesday, February 01, 2017 Bookmark and Share

Before modern military tactics were developed, it was common for the General to move to an elevated position to observe the battle. Typically, soldiers fighting face-to-face with their enemy were so focused on survival that they lacked perspective on whether they were winning or losing until the battle was over. The General’s view, however, prompted adjustments to increase the likelihood of victory.  

On Being Misunderstood

Thursday, October 29, 2015

by Land Bridgers

“Is it is Con-Sort-EE-Um, or is it Con-Sorsh-EE-Um?” 

“I’ve heard about your Brain Tank, I mean your Think Tank, no… no. It’s the Brain Trust, right?”

“I’ve heard good things about you folks at IFP.” 
“You mean, IFG?” 
“Yes, that’s what I said.”

In talking with potential advisors, wholesalers, B/D folks, and other people in the industry, it seems they just don’t understand us. They want to, but they can’t wrap their heads around what we have here at our Consortium. The idea of a collaborative group of independent advisors and the concept of Integrated Financial Group is so appealing to people…they just don’t see it as realistic.

How do you expect someone to believe that a group of advisors want to share ideas with each other and care for each other? Movie stars, athletes, politicians, and business tycoons are not known for giving up their secret to success. It might undermine their elite status. They might lose first place, or take a bump in ratings.

Then there’s the ‘C’ Word. Culture. Such a trap. The most practical definition of culture in business is: a way of thinking, behaving, or working that exists in a place or organization. When I talk about culture to prospective advisors, they typically respond the same way: “Everyone says they have what you have. What makes you so different?”

Now hear this—a place, a firm, or an institution on its own is not capable thinking, behaving, or working a certain way. 

It is not the firm that creates culture; it is the people

It’s not the firm that empowers caring and sharing; it is the people.

The unique way our advisors think, behave, and work…THAT is what makes our Consortium so amazing. Their willingness to do what they do—while at the same time caring for and sharing with their fellow members—separates us from the others.  

It may get lost in translation sometimes, but I know in my heart that once someone experiences the Brain Trust first-hand, they understand our Consortium is truly unique. The Culture Conversation becomes deep. The idea of access to a network of experienced colleagues willing to discuss strategies becomes real. 

The people who are a part of this group are meant to be here. We deeply value each and every member of the Brain Trust. And for me, if maintaining our culture means people don’t always ‘get it’, then I’m ok with being misunderstood.

Interested in learning more about the Brain Trust? Watch this video:

Tracking #1-428506

Never Miss A Post


Recent Posts


Berlin Candy Bomber Retreat 2016 Distribution Planning The Brain Trust DFA Sandra Salem Company Culture Social Security Economic Commentary Advisor Talk Denny Roodman Angela Rehkop Investment Planning Conferences Joe Gunther David Crew Retirement Morris Shank Relationship Basics Trent Adams Wealth Horizons New Members Estate Planning Investors Taxes Aging In Place Travel Financial Goals Boomerang Kids Atlanta Financial Planner Gaynes Capital Management Josh Donley Photo Gallery Connie Weems Scott Divorce Women Land Bridgers LPL Financial Per Stirpes Retreat 2017 Veteran's Days National Aging In Place Council Atlanta Journal Constitution Mosaic Capital Management Steve Callaham Stock Market Nest Egg Legacy Planning Investing Vacation Video Relationships Dimensional Funds Advisors Business Owners Consortium Al Searcy College Funding Retirement Planning Jerrí Hewett Taper Long Term Care Father's Day Karen Lee and Associates Financial Outlook How To Save Michael Stone LPL Advisors Don Patrick Hank Cleare Searcy, Weems-Scott & Associates Financial Strategies Group Thanksgiving Small Business Saturday Financial Planning IRA Join Us Toys For Tots Top 25 Atlanta Financial Planning and Advisory Firms Favorite Things USMC Mark Smith Karen Lee David Gaynes Independent Financial Planners 2013 Taxes Health Care Risk Management Advisors Holiday Gift List Ethical Wills Retreat 2014 Bonnie Whyte Jerri Hewett Miller Eugene Fama Wall Street Consumer Debt Small Business Top Workplace 2015 Mother's Day Mickey Stokes Five Star Wealth Managers Women Investors Mike Irvin Wills High Frequency Trading Doctors Lounge Kids Insurance 401(k) Election Milestone Investment Management Brain Trust Bull Market Integrated Financial Group Identity Theft Investors Almanac



Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


Copyright ©
Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.