Podcasts · For advisors
What Works
As of Oct 6, 2026, What Works, hosted by Don Patrick of Integrated Financial Group, is listed on AdvisorIQ with a host verified against the SEC's IAPD records; its episodes have not been read yet.
Interviews with experienced financial planners about how they built and run their practices, from career changes and partnerships to teams, client relationships and succession. New episodes come out every other week.
- Hosts
- Don Patrick
- Firm
- Integrated Financial Group
- For
- Advisors
- Topic
- Practice management
Host verified as a registered investment adviser representative against IAPD on Oct 6, 2026.
Latest episodes
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