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

Integrated Advisors Network Monthly Newsletter: August 2020

Issue 1: Volume 2


Advisor Summit 2020, September 16-17 - The Virtual Experience

We have been busy planning an exciting new experience for the upcoming Advisor Summit. Keep an eye out for the new registration email by early next week. There will be even more opportunities for your entire team to learn and network with our “Spotlight” presentations/demos, educational sessions, one-on-one meetings, virtual sponsor booths, and engaging activities leading up to event.

Stay Tuned!


Integrated In the News

We are excited to share, for the second year in a row, Integrated was named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. Learn more here. 

As an Integrated Advisors Network firm, you can also promote your affiliation with this prestigious industry award.  If interested, please reach out to our outsourced marketing director Bill McGuire at who can provide the materials and guidance. Leaen more here


Partner ‘Spotlight’ Zoom Call Replay

In case you missed it, listen to the replay of our June 24 call with Keena Pettijohn of LifeLogixs. Keena provided an engaging session on ‘Survive or Thrive in the New Normal 2020’ (Password: 4H3Yr&$) along with The New Normal Checklist and to schedule a complimentary call.

Congratuations to Leslie Miller who won the drawing for a prize to assist with video and virtual presence. Thank you Keena Pettijohn and Lifelogixs!


Upcoming Partner ‘Spotlight’ Zoom Calls

Wednesday, August 5 | Blackstone

Jeff Hartmann, Principal and Western Divisional Manager in the Blackstone Private Wealth Solutions team will provide Blackstone’s view on the current environment as it relates to commercial real estate and BREIT's portfolio. Blackstone Real Estate Income Trust (BREIT) is a perpetual-life, institutional quality real estate investment platform that brings private real estate to income focused investors. BREIT invests in stabilized, income-generating U.S. commercial real estate across the key property types and to a lesser extent in real estate-related securities.

SPECIAL OFFER for all attendees: 

We will also be sending a copy of Blackstone Co-Founder, Chairman and CEO, Steve A. Schwarzman's new book What It Takes: Lessons in the Pursuit of Excellence to those who attend the call. The book is a collection of Steve’s insights on how Blackstone became the leading global alternative asset manager it is today. All proceeds from book sales will go to educational charities that Steve has chosen.

Zoom Call Details Here


Recent Additions to Integrated Alliance Program Partners

AdvisorBid helps match Financial Advisors⇄Advisors (M&A), Advisors⇄Companies (Transitions), Advisors⇄Investors, Advisors⇄Financing, Advisors⇄FinTech, & Advisors⇄Products/Services + More.

Learn more in their profile.


As a special offers to Integrated Advisors Network firms, AdvisorBid is offering a 60 DAY FREE PROMO CODE - IAN60;; 877-MKT-PLCE


White Glove offers premium, end-to-end, done-for-you marketing services for financial advisors that allow them to grow their books of business while empowering them to focus on what they do best. From providing A-Z marketing solutions, including in-person and Virtual Seminars, that arm their clients with everything they need to thrive at each step in the pipeline, to applying a results-driven ethos that closely aligns with client goals and delivers optimal results, White Glove is committed to finding and pairing the right prospects with the right professionals, at the right time. For more information, visit

Learn more in their profile.


Recent Additions to Industry Events Calendar

Check out recent events that are free of charge and others offer significant discounts as part of your relationship with Integrated Advisors Network.  

Women Adviser Summit Virtual is August 4-5,. ff you haven’t reserved your COMPLIMENTARY virtual seat yet, hurry up! You won’t want to miss this virtual summit. 

Learn more about this and other events here. 

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