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Integrated Advisors Network Monthly Newsletter: May 2020
Bill McGuire
/ Categories: Announcements

Integrated Advisors Network Monthly Newsletter: May 2020

Issue 10: Volume 1

What's New?

Take Our 5-Minute Network Survey

To better understand how our network is collectively adjusting to “work-from -home” and the current environment, we ask that you complete a short six question survey that should only take a few minutes of your time. Our goal for the survey is to share the results with everyone to help incorporate best practices as well as give us the opportunity to enhance our continued support, where needed, in the future.

Please complete the survey (sent by email to network advisors ) by May 8th. 

Recent Additions to the Integrated Alliance Program

AdvisorStream is a premium automated marketing solution which includes a fully licensed, curated library from the world’s leading publishers. (Wall Street Journal, Bloomberg, Barron’s, Forbes, Reuters and more) Our platform allows advisors to deliver current content across all digital marketing channels: Email, Social Media, Websites, Blogs, and Client and Advisor Portals. Advisors are co-branded alongside the publisher, free of ads and click-bait.  

Special Offer: Integrated Alliance Network members receive extra 10% off account and 60-day NO COST full AdvisorStream account

Learn more in their profile.


Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors. Capital Group is a private firm that employs more than 7,500 associates in offices around the world. For more than 80 years, our goal has remained the same: to improve people’s lives through successful investing.

Learn more in their profile.


Morningstar, Inc. is a leading provider of independent investment research to offer an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.

Learn more in their profile.


Premier investment solutions partner, dedicated to improving people’s financial security.  Russell Investments works with some of the most iconic investors, financial advisors, and individuals they serve.  Their approach brings the world’s leading managers and strategies together – in an efficient and diversified portfolio – aimed at achieving your goals. 

Learn more in their profile.


Your customer centric solution and holistic planning process must compliment your process and the insights that are provided to you by your data. As a result, there is a significant demand for tools that can track, manage, and engage clients in a unified platform. Utilization of available platforms that provide insights by the identification of customer goals, interests and needs can easily increase retention and revenue by a digital engagement system. Growing your “digital” practice can find new assets, improve your professional reputation, and improve the overall client experience.

Special Offer: Complimentary Consultation with the CEO of Lifelogixs, Keena Pettijohn by scheduling a “Discovery” Session

Learn more in their profile.


Updated ‘Insights’ Section on Website

Please continue to visit the site as we update with valuable content on a daily basis.  Here are a few recent updates:

  • Heffington Consulting, LLC: Four podcasts that address the stress associated with Loss of Routine, the innate Need to Act, Loss of Connection, and ideas around Judgement. Learn more here.
  • Oak Street Funding:  Oak Street Funding® Successfully Supports Customers Through The PPP Loan Process. Learn more here
  • Lifelogix: Fueled with 25 Plus Years of Working in Wealth Management.. Learn more here
  • Birch Cove: Join Us For a Complimentary 30-minute Webinar on Sleep. Tuesday May 5th, at 1pm EST. Learn more here.

NEW DATE - Integrated Advisor Summit 2020

As a reminder, we have tentatively rescheduled the Advisor Summit to September 16-18, 2020.

More details will follow as we continue to monitor the COVID-19 pandemic with everyone’s safety in mind.


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