Don Patrick, Managing Director with Integrated Financial Group announced today the selection of Kevin McDaniel, Chief Strategist with WindRiver Strategies, as the Keynote Speaker at the consortium's annual Retreat. Mr. Patrick stated, "One of our members recommended Kevin to us in glowing terms as he had heard him speak on several other occasions. We are delighted to have him do the wrap up speech at our retreat this year."
About WindRiver Strategies (click logo) Integrated Financial Group
"Since its inception, the Consortium has maintained a culture of passionate, independent financial advisors who support the notion that many minds are greater than one. We call this Consortium of expertise The Brain Trust. Our job is to take your vision and lay the foundation for a customized, comprehensive financial plan that helps guide you towards financial success. And when it's in your best interest, we call on our team of diverse professionals within the Consortium for their expertise and perspective.
When you retain the services of a Consortium Member, be assured you are dealing with an LPL Financial Advisor that has passed an extensive vetting process. We maintain strict requirements for those associated with Integrated Financial Group. Membership is based of
· Experience, professional designations & education
· Passion towards their clients and their profession
· Dedication to a 6-step comprehensive financial planning process
· Excellence in client service standards & professional advice
· Adherence to the Consortium’s ethical guidelines
· Shared philosophies & professional standards
· Advisory Board interviews
Today, we are one of the largest independent financial planning consortiums in the country with over $1 billion in brokerage and advisory assets under management*. With over 40 Consortium Members independently owning firms across 7 states, we form a diverse, experienced and qualified group of professionals to deliver sound investment advice and financial strategies for your life. If you want a sound financial plan for life, get connected with The Brain Trust today."
"Since its inception, the Consortium has maintained a culture of passionate, independent financial advisors who support the notion that many minds are greater than one. We call this Consortium of expertise The Brain Trust. Our job is to take your vision and lay the foundation for a customized, comprehensive financial plan that helps guide you towards financial success. And when it's in your best interest, we call on our team of diverse professionals within the Consortium for their expertise and perspective.
When you retain the services of a Consortium Member, be assured you are dealing with an LPL Financial Advisor that has passed an extensive vetting process. We maintain strict requirements for those associated with Integrated Financial Group. Membership is based of
· Experience, professional designations & education
· Passion towards their clients and their profession
· Dedication to a 6-step comprehensive financial planning process
· Excellence in client service standards & professional advice
· Adherence to the Consortium’s ethical guidelines
· Shared philosophies & professional standards
· Advisory Board interviews
Today, we are one of the largest independent financial planning consortiums in the country with over $1 billion in brokerage and advisory assets under management*. With over 40 Consortium Members independently owning firms across 7 states, we form a diverse, experienced and qualified group of professionals to deliver sound investment advice and financial strategies for your life. If you want a sound financial plan for life, get connected with The Brain Trust today."
WindRiver Strategies (WRS) is an executive coaching firm delivering proven strategies and Emergenetics to inspire personal, professional and business growth. WRS is led by Chief Strategist, Kevin McDaniel, who has been coaching for 28 years with a "steel and velvet" technique that is science based, fun, direct and compassionate. Our intent is to create a partnership with our clients in a thought provoking and innovative process that creates sustainable business growth and inspires personal and professional development. (Please check out the blog.)
Business Coaching
WRS delivers a full solution to companies looking to apply effective coaching strategies and Emergenetics insight to their day-to-day operations. Added available disciplines and tools include leadership training, teamwork and communication seminars, performance appraisal and development processes, strategic planning, sales, trust building exercises, feedback tools, employee orientation presentations, and one-on-one coaching. And because no one knows a company’s needs like the company itself, all of these are completely customizable to meet each organization’s unique challenges and opportunities. Clients include:
Infirmary Healthcare Oschner Health System ERA Sunrise Realty
Microsoft MillerCoors Garcia & Associates
Accenture Bank Of America Ashley Furniture Industries
Blue Cross Blue Shield DePaul University HJB Benefits
Hilton Hotels IGT Healthcare Financial Management Association/GA
United States Airforce KGA Architects Peachtree Orthopaedic Clinic
Business Coaching
WRS delivers a full solution to companies looking to apply effective coaching strategies and Emergenetics insight to their day-to-day operations. Added available disciplines and tools include leadership training, teamwork and communication seminars, performance appraisal and development processes, strategic planning, sales, trust building exercises, feedback tools, employee orientation presentations, and one-on-one coaching. And because no one knows a company’s needs like the company itself, all of these are completely customizable to meet each organization’s unique challenges and opportunities. Clients include:
Infirmary Healthcare Oschner Health System ERA Sunrise Realty
Microsoft MillerCoors Garcia & Associates
Accenture Bank Of America Ashley Furniture Industries
Blue Cross Blue Shield DePaul University HJB Benefits
Hilton Hotels IGT Healthcare Financial Management Association/GA
United States Airforce KGA Architects Peachtree Orthopaedic Clinic
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