Passion. At Integrated Advisors Network, it’s not just a word. It’s the reason we excel at helping advisors invest in their individual dream, their unique vision. As advisors make their journey to independence, we want to hold their hand, so to speak, every step of the way, sharing our passion and love of the business to make their business better. Taking the heavy lifting off the back end so they can concentrate on what really matters—their clients.
At Integrated Advisors Network, it is important to our team of professionals that each of our independent advisors maintain their individual creativity, freedom and flexibility while at the same time enjoying the security of a team mentality. No one should ever feel like “They’re in it alone.” From custodial relations to compliance expertise and technology platforms, our knowledgeable experts strive to bring their best to every aspect of the business.
If we don’t have the solution our advisors are looking for, or don’t know the answer to a question, our seasoned team of professionals know where to find it.
We’re eager to learn new things, every single day. And, thanks to our deep industry relationships, we have the sources and resources to stay current in an ever-changing industry.
Treating our advisors as part of our family is equally important to us—being real and authentic in everything we do—being just as passionate about our advisors’ businesses as we are about our own. Therefore, we are purposeful about our team’s size. We want to get the work done, but we also want everyone involved to enjoy the process. Dare we say, even have a little fun? Yes, a joyful work atmosphere is yet one more reason why we love what we do. And we believe our happy, one-on-one personal family attitude translates directly into success with advisors. Because, only when we really get to know each other in an honest and open way can we customize the special support you’ll need to achieve and exceed your specific goals.
“Service Before Self.” It’s our motto, and it underpins every aspect of our business. A business based on integrity, honesty, independence and trust. Suffice it to say, we are passionate about advocating for our independent advisors to be industry leaders. Because after all, our business is taking care of our advisors’ business. When our independent advisors win, we all win. (Including the advisor’s clients.) What’s not to love about that? People helping people be the best they can be.