IPI Wealth Management

06/04/2026

Great Financial Professionals care about their clients. Great businesses are built to support them.

Too often, financial professionals get buried in paperwork, compliance, and technology. Client service becomes reactive instead of intentional. Today’s clients expect more than performance updates. They want clarity, proactive guidance, and a relationship that evolves with their lives.

In our latest blog, we share how to build a client experience that strengthens trust and sets your financial business apart.

Read the blog: https://bit.ly/4wnyCzk

As an independent financial professional, you likely care deeply about your clients. However, you may feel like your business isn’t always set up to support the experience you want them to have. Between paperwork, technology, compliance, and day-to-day planning, even the best intentions can get bu...

05/29/2026

What to expect at the IPI Summer Conference June 10 to 12:
• Timely conversations on what’s shaping the financial landscape
• Practical strategies you can bring back and use
• Time to connect with peers and industry leaders

If you still need to register and book your hotel, now is a good time.

See you in St. Louis!

05/25/2026

Today, we pause to honor and remember the brave men and women who have made the ultimate sacrifice in service to our country. Their courage and commitment to our freedom will never be forgotten.

Our office is closed today as we join our community in reflection and gratitude. We wish you and your family a safe and meaningful Memorial Day.

05/21/2026

Thinking about going independent? Don’t go it alone.

Breaking away from your current firm can be one of the most rewarding, and most complex decisions of your career. From compliance support and technology to transition planning and client communication, the right foundation makes all the difference.

Our latest blog walks through the critical support advisors need to make a successful move to independence, and why preparation matters more than passion alone.

Read the blog:

IPI Wealth Management Connects You to People, Solutions, and Expertise More than ever, financial professionals are reclaiming control over their careers by choosing independence. Independence means more than simply breaking free from a large firm’s one-size-fits-all platform, it means shaping your...

05/19/2026

Regulatory excellence is essential for a sustainable practice. Our team has returned from the FINRA Annual Conference with actionable insights for the IPI advisor network. Our goal is to translate complex industry shifts into clear strategies that protect your business and your clients.

Here are the primary takeaways from this year’s event:

• “Every year we pull some gold nugget ideas on how to better use the tools we have, learn where our industry is heading, identify issues on the horizon, and continue improving how we keep our reps and firm compliant.” — Mark

• “Every year I walk away with more takeaways than can be implemented, and this year is no different. My biggest takeaway is learning how to embrace AI to make us more efficient while still remaining compliant and approachable.” — Lori

05/15/2026

Lori, Mark, and Michelle attended the FINRA Annual Conference, engaging with regulators and peers to stay informed on market trends and compliance best practices. Experiences like this help IPI Wealth Management deliver trusted, forward-thinking strategies for all aspects of the business.

05/14/2026

As a CPA, Bart Jones is seeing more conversations around proactive, year-round tax planning—and many of the biggest opportunities happen well before year-end.

Swipe through for a few key tax planning considerations worth revisiting now.

05/13/2026

At IPI Wealth Management, our people make all the difference. Today, we’re proud to spotlight Galen Unruh, Financial Professional, for his dedication and impact on our clients and team. Galen’s expertise, commitment, and client-focused approach help his clients navigate financial complexities with confidence.

“Early on, Dave Koshinski trusted our vision without hesitation—that kind of trust shaped how we built our business from day one. It created a strong foundation, and it’s still at the core of how we serve our clients today.” - Galen

Thank you, Galen, for the value you bring to IPI and the clients we serve!

05/12/2026

IPI was proud to be a Silver Sponsor at the Bright Futures Gala in support of Richland Community College. The evening centered on expanding access to education and creating more opportunities for students in the community.

We’re proud to support efforts that move this work forward.

05/11/2026

IPI Home Office and TAIKO recently hosted an ISS Workshop in Decatur, IL. Financial advisors came together to dive deep into how the efficiency tools and various strategies enable them to tackle real-world challenges and help strengthen client solutions and collaboration across the industry.