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Integrated Advisors Network Monthly Newsletter: Dec 2019
Linda Pix
/ Categories: Announcements

Integrated Advisors Network Monthly Newsletter: Dec 2019

Issue 5: Volume 1

What's New?

Reminder: Save the Date for Advisor Summit 2020

We are pleased to announce our 3rd annual Advisor Summit will be held in Dallas, Texas on May 6-8 at the Hilton Dallas Park Cities.  More details will be provided soon.

Knowledge Center Content Now Available 

Check out new educational materials now available in the Knowledge Center:

BlackRock: Downloadable documents from this month’s ‘Spotlight' call, including: 360 Evaluator, Advisor Center, BlackRock Team, Scenario Tester, and Tax Estimator PDFs.

The Knowledge Center features a range of educational content to help with the growth and efficiency of your practice. We will keep you updated as new content is added and welcome your feedback.

Upcoming Integrated Alliance Partner 'Spotlight' Conference Calls

Integrated Alliance Program: Featured Partner: StockOpter

Do you have clients or prospects that receive employee stock options or restricted stock units from their employers? If so, do you have an effective way of helping them to make rationale diversification and reinvestment decisions? Here’s a resource with a proven approach for engaging and retaining HNW corporate executives.

For the past 15 years has been helping financial advisors pursue the lucrative equity compensation planning niche. StockOpter users report they generate more than $500,000 in AUM per client and can charge $1,000 to $2,500 annually for equity compensation guidance.

Unlike general financial planning tools like eMoney and MoneyGuidePro that are designed specifically for strategic retirement planning, StockOpter addresses a more urgent and tactical issue: “Why, when and how should I diversify my company stock and options?”

AUM fees are being compressed so advisors need to provide clients with high value information that justifies their cost. Here’s an infographic explaining the “5 Things Executives Should Know About Their Equity Compensation” that can be used to engage clients and illustrate your value.

For more information about the StockOpter Equity Compensation Risk Analysis and Tax Planning applications visit or use the following link to schedule a StockOpter overview webinar:

All firm profiles can be viewed in the Advisor Portal section of our website under the Integrated Alliance Program. As a reminder, you will need to enter the user name ‘IAN-IAR’ and password ‘Integrated’ to enter the Advisor Portal. 


New Advisor Announcements

We are thrilled to welcome, based in the Evoque Investments in the Berkshires, MA area and ReDefine Wealth Management, based in the Denver, CO area, as the newest firms to join Integrated Advisors Network.

To learn more about these advisors, please click below to view their profiles.

A 3rd / 4th Quarter New Advisor Announcements PRWeb press release was sent earlier this month.

Industry Events Calendar

Also located in the Advisor Portal section of our website, the Industry Events Calendar provides access to industry conferences, regional workshops and integrated hosted events.

If you’re interested in attending the TD Ameritrade National LINC Conference in Orlando FL on January 29-31, contact Linda Pix

From all of us at Integrated Advisors Network, we wish all of you and your families a health and happy holiday season!


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