Innovative Financial Group

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Innovative Financial Group Independent by choice. Supported by design. Innovative Financial Group is a Financial Services firm. For full disclosures please see our website: www.askifg.com

IFG gives 200+ independent financial advisors the scale, succession expertise, operational backing, and turnkey resources to launch, grow, protect, and monetize their firms without sacrificing autonomy.

10/16/2026

Atlanta, here we come! ConnectED 2026!

Innovative Financial Group is excited to join Osaic ConnectED 2026, November 8–11 in Atlanta!

We’re especially excited about our featured breakout session on Monday, November 9, at 12:30 PM:

“The Great Succession Shift: Private Equity, Direct, W-2 & Large OSJ Channel Coexistence.”

Join IFG Founder and President Brian Heapps, CLU®, ChFC®, and Osaic SVP Claire McCarthy as they explore the changing landscape of financial advice, succession planning, and the different paths available to independent advisors.

We’re looking forward to connecting with advisors, sharing ideas, and spending time with our IFG family throughout the conference.

If you’re attending ConnectED, be sure to add our session to your schedule. We look forward to seeing you in Atlanta!

Stay Independent. Never Go It Alone.



Osaic Amy Heapps Brian Heapps

10/14/2026

When an independent advisor needs help, having someone who listens and follows through can make all the difference.

At IFG, our team brings experience from across financial services to help advisors work through the challenges that come with running a practice.

Amy Heapps, our Head of Advisor Engagement, shares why picking up the phone and doing what we say we’ll do matter.

Stay independent. You don’t have to do it alone.



Osaic Innovative Wealth Team Amy Heapps Brian Heapps

10/12/2026

Independent means running your own practice. It shouldn’t mean solving every operational issue alone.

When an audit is coming up, a technology issue slows down the day, or a workflow breaks, IFG teams work with advisors and the home office to help move things forward. And when a solution works, we look for ways it can help more people across the firm.

That’s practical support that helps independence work day to day.

Stay independent. Never build alone.

Osaic Innovative Wealth Team Amy Heapps Brian Heapps

10/07/2026

What is taking you away from your clients right now?

Technology, paperwork and everyday business challenges can take up more time than you realize.

Amy, our Head of Advisor Engagement, shares why helping advisors get that time back matters—and how having the right people behind you can make a difference.

Stay independent. Never go it alone.

Learn more at askifg.com.
Innovative Wealth Team Osaic

10/05/2026

“If I had to pick one word to describe IFG, it would be family.” —Amy Heapps

Amy, our Head of Advisor Engagement, knows our advisors and their teams. She listens, connects the dots, and helps them find answers.

At Innovative Financial Group, alongside our partners at Innovative Wealth Team, we believe support starts with relationships and a simple commitment: do what you say you’re going to do.

Watch Amy share what the IFG family means to her.

Osaic Innovative Wealth Team Amy Heapps Brian Heapps

09/30/2026

The highest offer isn’t always the best offer.

For financial advisors thinking about succession, there’s a lot more to consider than the purchase price.

What happens to your clients?

What happens to your employees?

What does the transition actually look like?

And what do you want your own role to be after the sale?

Those questions can matter just as much as the number on the check.

Brian Heapps shares why advisors should understand their options well before they’re ready to make a decision.

The goal isn’t simply to sell your business. It’s to find the right path for what you’ve spent years building.

Osaic Amy Heapps Brian Heapps Innovative Wealth Team

09/28/2026

Does succession planning have to mean you’re done?

Not necessarily.

In this video, Brian talks about a reality many independent financial advisors are thinking through: sometimes the right move is not a full exit — it’s taking some chips off the table and building a plan from there.

That can mean creating liquidity, reducing risk, and giving yourself more flexibility for the future, while still staying engaged in the business you built.

For advisors, continuity and succession planning should create options — not pressure.

If that’s something you’ve been thinking about, this is a conversation worth having.

Osaic Amy Heapps Brian Heapps

09/24/2026

Thinking you might sell or transition your practice in the next five years?

That time could give you an opportunity to strengthen your business and build a plan that fits what you want next. The first step is understanding what your practice is worth today—and what could affect its value down the road.

In this video, Brian Heapps explains why knowing your options early matters. If a transition is on your mind, even years from now, let’s talk.



Osaic Amy Heapps Brian Heapps Innovative Wealth Team

09/23/2026

YOUR REVENUE ISN’T YOUR VALUE.

What actually determines the value of a financial advisory practice?

Revenue matters—but it’s only part of the story.

In this short video, Brian Heapps explains why two practices with similar revenue can have very different valuations—and why advisors considering a transition in the next 5–10 years should understand the value drivers of their business today.
You spent decades building your practice. Don’t wait until you’re ready to sell to find out what you actually built.

Know your value. Know your options. Then make your move.



Innovative Wealth Team Osaic Amy Heapps Brian Heapps

09/21/2026

Every financial advisor needs a continuity plan.

An unexpected illness, disability, or death can put clients, employees, family members, and the value of a practice at risk. A well-designed continuity plan provides immediate protection if the unexpected happens.

A succession plan builds on that protection by giving an advisor time to choose the right successor, prepare clients, and transition the business on their own terms.

You do not need to be ready to retire to begin planning. In fact, starting earlier creates more choices.

Innovative Financial Group helps advisors evaluate continuity, succession, partial-sale, and full-transition strategies designed around their personal goals and the needs of their clients.

If buying, selling, or transitioning a financial practice may be part of your future, contact us for a confidential conversation.


Osaic Innovative Wealth Team Amy Heapps Brian Heapps

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Orlando, FL
32827

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