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Integrated Advisors Network Monthly Newsletter: June 2020
Linda Pix
/ Categories: Announcements

Integrated Advisors Network Monthly Newsletter: June 2020

Issue 11: Volume 1

What's New?

INTRODUCING:

New in the Advisor Portal: Integrated Exchange

From our recent survey, we learned that some of you are not fully taking advantage of the many resources in the Advisor Portal and would encourage you to do so.  In times where we cannot have as many face-to-face meetings, both Integrated Exchange and Integrated Alliance Program are great ways to connect with the network and partners.

We have enhanced the Advisor Portal section of our website to enable you to share and exchange best practices with other advisors in the network. We have seen the benefits of this sharing first-hand at the Advisor Summit. This new functionality will increase our community engagement virtually all year long.

If interested, you will need to set up your user account by going to the Advisor Portal Login and clicking on the ‘Register’ button to create your account before posting. Once created, this will be your new user id and password when logging into the Advisor Portal.  We’ll also be conducting a brief online demo on June 10 with more details. In the meantime, we invite you to check out Integrated Exchange and let us know what you think.

 

REMINDER:

Our third annual Advisor Summit has been rescheduled for September 16-18.  Registration will open July 1 and more details will be provided at that time.  We look forward to seeing as many of you as possible and hope you are able to attend.

 

What’s New: Partner ‘Spotlight’ Zoom Calls

Leading up to our rescheduled Advisor Summit being held in Dallas, September 16-18, we will be resuming our Partner ‘Spotlight’ calls to highlight our generous sponsors.

The format will be a little different than before and a bit more interactive by hosting Zoom meetings instead of webinar type calls.

We will host the Partner ‘Spotlight’ Zoom Calls every other Wednesday at 5:00 pm ET.  See below for the upcoming schedule for June:

Wednesday, June 10 | Advisor Portal Refresher
Join Linda Pix for a brief overview demo of how to best leverage the Integrated Alliance Program, a searchable database of firm listings categorized by products and services, and the newly created Advisor Exchange, a platform for our advisors to share best practices, ask questions and find creative ways to connect with other advisors in the network.

Wednesday, June 24 | Ted Toso of Trinlogix
Hosted by Ted Toso of Trinlogix, learn about an “added value” message provided exclusively for Network Advisors along with a brief review the complimentary services provide to show your clients your differentiation.  As we work more from home, the virtual teaching tools Trinlogix offers provides a substantive impact in building and maintaining client relationships.   For more info, toso@trinlogix.com and https://www.trinlogix.com

Save the dates and look out for meeting invitations

 

Recent Additions to the Integrated Alliance Program

StoneCastle Cash Management: Enabling RIAs/wealth managers to attract held-away cash while adding measurable value to their HNW clients through a liquid insured cash account that provides up to $25 million in FDIC insurance protection per tax ID with a competitive yield.

StoneCastle Cash Management (“StoneCastle”) is the administrator of FICA® For Advisors, a high-yield insured cash account once only offered to institutional clients including many of the country’s most recognized brands. Since its founding in 2009, StoneCastle has connected nearly 3,000 institutions, wealth managers, broker-dealers, and millions of depositors with banks. With its network of 800+ banks and uniquely high levels of FDIC insurance protection, advisors can move forward with confidence in addressing nearly every clients’ insured cash needs.

Learn more in their profile.

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