Blog




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


Search


Recent Posts


Tags

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

Archive








    TOP 25 FIRM
    2004-2016

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


    RANKED #4 SMALL COMPANY TO WORK FOR IN ATLANTA





    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.