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

Integrated Advisors Network Monthly Newsletter: Oct 2020

Issue 2: Volume 2

Thank you for participating in Advisor Summit 2020
While virtual this time, we hope you found this new experience rewarding and enjoyable.  We also hope you were able to gain new insights through the Spotlight sessions, presentations, make new connections and strengthen existing relationships during the networking time. 

Keep the Momentum
If you participated in the two keynotes by Birch Cove on Sleep & Mental Game with Dr. Melissa Milanak and Russ Rausch, please take a moment to complete the post session surveys. Birch Cove combines the pre- and post-survey data to provide a customized group visual report of behavior insights and patterns relating to the topics. You will receive a copy of the report, and as a reminder your results are anonymous.

Dr. Melissa Milanak - Sleep Keynote - Post Survey

Russ Rausch - Mental Game Keynote - Post Survey

Stay Connected
To help you further connect with our sponsors and business partners, we are creating a website microsite page with links to the sessions and presentations along with all the materials and contact information from our sponsors’ virtual booths. We will be advising you by email when the page is available.
Thank you to all our sponsors
Trinlogix, BirchCove, BlackRock, Agreement Express,American Funds/Capital Group, Auour, Blackstone, FAMatch, Fidelity Clearing & Custody Solutions, Heffington Consulting, Holos Law Group, iCapLife, Logixs, McGuire Marketing, Oak Street Funding, Pershing Advisors Services, RBC Advisor Services, RightSize Solutions, Riskalyze, Schwab Institutional, Stone Castle, TD Ameritrade Institutional, TD Bank, The Blue Print, and TriNet.
Congratulations to the Activity Challenge Leaderboard Winners!
  • Carly Greenfield of TD Ameritrade
  • Curtis Burns of Burns-BlackBurn Group
  • Christine Burrhus of Financial Foundation, Inc
What's New at Integrated
We are thrilled to welcome Paul Meyer, Jaimi Dennehy, and Chris Kalafatis of MDK Private Wealth Management based in Seattle, Washington as the newest firm to join the Integrated Advisors Network.  Keep an eye out for an advisor announcement with more details.
Nicole Garza has joined Integrated Advisors Network as the Director of Advisor Services.  Nicole will work closely with new network advisors and will be responsible for transitioning advisors, their practices, and their clients to Integrated’s Advisor Solutions Platform. Welcome Nicole!

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