Resources
ALLIANCE
PROGRAM
Our independent advisors on the Integrated Platform have access to our proprietary Alliance Program. The Alliance Program is just that — an alliance. It is a library of tools and resources from top-tier providers, brought together to offer robust solutions to independent advisors.
As an independent business owner, you can benefit from leveraging these economies of scale, by being a part of our network. And, if we don’t have what you’re looking for, let us know so we can work to find a solution that meets your advisory practice’s needs. This resource is behind a member log-in and allows our network to see the full spectrum of benefits that we offer to support their growing business.
BLOG
We are eager to learn at Integrated Advisors Network. This means sharing stories from our current advisors and other experts throughout the industry for everyone’s benefit.
What We’re Looking Forward to at The Summit
Our 6th Annual Advisor Summit is coming up soon — April 24–26 — and we’re getting excited about so many things!
The Importance of Compliance Programs
Compliance, navigating the regulatory landscape, is paramount to maintaining trust, integrity, and professionalism in the financial industry.
Commitment to Client Service
At Integrated Advisors Network, our client service mission goes beyond just being a financial services company. We are a family
Investing in Private and Alternative Markets
Opportunities to invest in the private markets are expanding. Our Alliance Partner Proteus has a turnkey solution that makes this possible.
Top Summer Movies Our Team Recommends
Summer movies are the best. And, the summer movie season is always anticipated and full of fanfare. Moviegoers have more time. Studios often grandstand crowd pleasers. Here are the Top Four Summer Movies Our Team Recommends: Warner Bros. Barbie defines...
How Estate Planning Can Drive Growth For Advisors
At our 2023 Integrated Advisors Network Summit, speaker Anne Rhodes from wealth.com gave some valuable insights into using estate planning as a prospecting tool. According to Anne, “Financial planning and estate planning are two sides of the same coin. Estate planning...
How to Discover the Soul of New Orleans in 24 Hours.
Our 2024 Integrated Advisors Summit is happening in New Orleans! Are you ready? Because not only will we all be working hard at this power-packed event, we’ll also have opportunities to play. Knowing this, we wanted to list a few of our best suggestions for...
Business Succession Planning
Succession planning is often thought about by independent advisors. But, it is rarely put into action. Therefore, this planning involves a lot of structure, along with time spent. And, advisors are busy growing their books and working on, not in their businesses....
2023 Summer Reads
Whether sunning on a sandy beach in a tropical setting or relaxing in a hammock in your own backyard, reading a good book provides an instant summer escape. So, grab some must reads from our 2023 Summer Reading List. Prepare to let your imagination roam free. We read...
Connections, Learnings and More: Happy Trails from our Fifth Annual Summit
Power-packed with learnings, connections and so much more, our Fifth Annual Integrated Advisors Summit was an incredible success. Opportunities abounded for both advisors and sponsors alike as all came together to connect, share and accelerate growth. And, of course,...
The 2023 Integrated Advisors Summit. Connect. Share. And Accelerate Growth.
Our 5th Annual Integrated Advisors Summit is happening May 10 - 12, 2023. This power-packed event is filled with opportunities for advisors and sponsors alike. And, it’s a great place to network and share industry knowledge. Once again, the fabulous Hilton Dallas/Park...
What We Love About Spring
Spring ushers in balmy weather and with it a feeling of hopeful exuberance. As the gray frost recedes and buds begin to burst forth with colorful new life, it is as if Mother Nature herself whispers in the wind. “Awaken. Go outside. Have fun.” Truly, Spring brings...
PODCASTS
We invite you to take a listen to our podcasts featuring discussions with our current advisors and learning about their “Journey to Independence.”
