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.  

From Past to Present: The People of Integrated Financial Group (Bonnie Whyte)

Friday, September 23, 2016 Bookmark and Share


Snowflakes and Advisors: No Two Are Exactly Alike

Thursday, January 28, 2016 Bookmark and Share

A snowflake’s a snowflake, right? Wrong.

Put those tiny, frosted water crystals under a microscope and you’ll discover that no two are exactly alike. Each snowflake has its own unique pattern, size and shape.

Just like snowflakes, our advisors at Integrated Financial Group are unique. This is the essence of our Brain Trust: the individual knowledge and experience each advisor member contributes to the group. Together we may look similar, but separately we’re different. 

Video: Top Revenue Enhancing Tools For Brain Trust Members

Thursday, July 30, 2015 Bookmark and Share

Considering a change for your financial planning practice? We're proud to offer revenue enhancing tools to members in addition to our unique culture. Watch this video and learn more about the Brain Trust today.  

Video: The Brain Trust Explained

Thursday, May 14, 2015 Bookmark and Share

What is a consortium? What is a brain trust? Discover the essence of Integrated Financial Group, and what to expect as an independent financial planner member. Hint: it involves having fun.


Video: Go Independent, But Don’t Go It Alone

Thursday, January 22, 2015 Bookmark and Share

Integrated Financial Group is a consortium of independent financial planners who passionately support the idea that many minds are greater than one. As an advisor, find out how to take control of your future and get connected with The Brain Trust today

Video: What Makes Integrated Financial Group Unique?

Thursday, January 15, 2015 Bookmark and Share

A question we’re commonly asked is: what’s so unique about Integrated Financial Group? Find out in this 1-minute video.


Go Independent, But Don’t Go It Alone

Thursday, September 18, 2014 Bookmark and Share

Are you a financial planner ready to make your move? Integrated Financial Group is a consortium of independent financial planners from across the country that passionately supports the idea that many minds are greater than one. Watch this video and find out how to take control of your future and get connected with the Brain Trust today.


Karen Lee: An LPL Advisor’s View on Independence

Thursday, March 20, 2014 Bookmark and Share

Watch Atlanta financial planner Karen Lee of Karen Lee and Associates talk about how her financial planning practice benefits from membership in Integrated Financial Group’s consortium of independent LPL financial planners—a.k.a. The Brain Trust—on this video.

Learn more about why we call ourselves the Brain Trust today.

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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.