Innovative Financial Group

05/18/2026

One of the biggest mistakes advisors make when evaluating offers is focusing only on the multiple.

A higher multiple does not always mean a better financial outcome.

The more important question is: How is the deal structured, and what will I actually receive over time?

05/10/2026

To the women who lead, inspire, and nurture: Happy Mother’s Day.

Our team at Innovative Financial Group wishes you a beautiful day filled with joy and relaxation.

04/30/2026

One of the biggest misconceptions in succession planning is that every practice is worth a simple revenue multiple.

The reality is far more nuanced.

04/21/2026

Innovative Financial Group (IFG) is proud to announce the successful transition of Pointes North Wealth Management into Osaic’s Empowered Independence channel.

Building a truly scalable and enduring firm requires the right strategy from day one. IFG is honored to have played a proactive role in facilitating this innovative transaction—securing the firm’s legacy and ensuring their clients are served for generations to come.

Special thanks to Brian Heapps, President of IFG, Malcolm Thomas, Head of Business Development, and the entire IFG leadership team for their hands-on guidance in making this vision a reality.

Build your firm. Scale your vision. Secure your legacy. Read more about the move here:
https://www.thewealthadvisor.com/article/osaic-expands-empowered-independence-channel-pointes-north-wealth-management

Brian Heapps Amy Heapps Osaic

Osaic Expands Empowered Independence Channel With Pointes North Wealth Management