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

Integrated Advisors Network Monthly Newsletter: June 2020 Update

Issue 11: Volume 2

What's New?

Advisor Portal Refresher and ‘New’ Integrated Exchange

Thank you to those who attended last week’s ‘Spotlight’ Zoom Call.

As a follow-up, there are essential 2 steps in taking advantage of the ‘New’ Integrated Exchange.  

 

Step # 1:

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. 

 

Step # 2:

Click, the ‘ADD TOPIC’ button complete and submit the form. From there, we’ll review and post it within approximately 24 hours. You can also search topics by category or keyword and add comments to an article if you’d like. 

If you missed the Zoom call, here’s the replay link.

We developed this in response to advisors in the network who have requested.  We hope that you will take advantage and share to your feedback with us, so that we can continue to enhance and improve.

Partner ‘Spotlight’ Zoom Call Schedule: June and July

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 June & July schedule:

  • Wednesday, June 24 | Ted Toso of Trinlogix
  • Wednesday, July 8 | Jared Teach of Hartford Funds
  • Wednesday, July 22 | Keena Pettijohn of LifeLogix

We will send everyone a calendar invite to join before each meeting.

 

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 can attend.

 

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