Our 5th Annual Integrated Advisors Summit is happening May 10 – 12, 2023. This power-packed event is filled with opportunities for advisors and sponsors alike. And, it’s a great place to network and share industry knowledge. Once again, the fabulous Hilton Dallas/Park Cities is an amazing venue. Discover world-class amenities, farm-to-table dining and incredible views of downtown.
Advisors count on us for efficient and effective, scalable day-to-day business operations support. From technology to customized services and solutions, they trust our Integrated team to have their back so they can focus on their clients as they see fit.
But, we don’t stop there.
Flagship events like our 2023 Summit draw advisors and partners from across the country. And, we help bring financial professionals together in a most profitable way for everyone involved. Connections are made. Knowledge is shared. And because the event is set in a business casual atmosphere, it’s the perfect place to build lasting business relationships . . . and friendships.
We’re so excited to be able to support our Network advisors and partners with yet another way to grow their businesses, all while having a little fun.
VIP Experience at the PGA’s AT&T Byron Nelson — Friday, May 12th.
Network Advisors and Partners
Additionally, we treat everyone as the VIPs they are! What is the VIP Experience? VIPs spend the day as a VIP spectator at the exclusive Choctaw Club. A great way to watch the PGA’s AT&T Byron Nelson golf tournament returning for its third year to TPC Craig Ranch in McKinney, TX, just northeast of Dallas?
Furthermore, the 2023 Integrated Advisors Summit offers so much. Again, accelerate both your personal and business growth.
We can’t wait to see you there!
And, a special thank you to our sponsors!
Premium: Trinlogix
Platinum: BlackRock, City Different Investments, FA Match, First Trust, Gray Harbor Capital, Invesco, Proteus, Visory, Wealth.com
Gold: Fidelity Institutional, Nuveen, Stone Castle, Tamarac
Silver: Front Porch Marketing, Oak Street Funding, Riskalyze, Synchronize, TriNet, Schwab
In conclusion, we are grateful for our partners. In addition, independent advisors are our jam.