IPI Wealth Management

Day one of our IPI Annual Conference brought valuable conversations and market perspectives from Phil Kosmala of Taiber Kosmala, Lynne Lawrence of MAI Capital Management, Ryan Frankel of Frankel, and IPI leadership.

Thank you to our speakers for sharing insights on today's market environment, industry trends, and the opportunities ahead. We appreciate everyone who joined us and contributed to the discussion.

At IPI Wealth Management, our people are what set us apart. Today, we’re recognizing Sean Craig for his dedication to clients and the relationships he continues to build. Sean’s expertise, client-first approach, and commitment to excellence help deliver the thoughtful, personalized guidance every day.

“Joining IPI was the right move for my career. The support, culture, and strong foundation here have helped my business grow over the last 10 years, and I’m excited for what’s ahead.” — Sean Craig

Thank you, Sean, for everything you bring to the IPI network.

Support. Scale. Success. At IPI Wealth Management, we provide the modern infrastructure independent advisors need to stay competitive in an evolving market.

From AI-driven note taking and institutional grade research to comprehensive compliance oversight, our home office handles the details for you—providing the world class capabilities of a large firm to support the freedom of your own practice.

We provide the foundation so you can focus on building the relationships that matter most.

Let's connect: https://bit.ly/4nrP5wY

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

Building a Client Experience That Truly Sets Your Financial Business Apart - IPI Wealth Management 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...

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!

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.

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:

Achieving Independence: The Right Support to Make Your Move - IPI Wealth Management 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...

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

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.

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.