by The Integrated Team | Nov 26, 2024 | Team Fun
At this most traditional time of year — Thanksgiving — we thought we’d share some of our team’s most cherished family traditions! We seem to all have our signature dish for Thanksgiving dinner, passed down from our grandmas, from secret stuffing recipes to pecan pie....
by The Integrated Team | Nov 19, 2024 | Independent Advisory
Guerdon Ely, Ely Prudent Portfolios Anna Nelson, Mosaic Financial Solutions A Unique Legacy: Father and Daughter Advisors Own Different Financial Firms Working together in a family business — when building a legacy — is not always the default for adult children....
by The Integrated Team | Oct 15, 2024 | Alliance Program
There are many free app and software platforms available to small businesses and entrepreneurs. But, stop and think before downloading and utilizing these free tools. At a glance, they seem like a cost effective resource. However, these type of digital tools are a...
by The Integrated Team | Sep 24, 2024 | Independent Advisory
Peter and Luke Andersen, Andersen Capital Management The family-owned financial services firm is a type of firm that we at Integrated love to see, and work with, in our group of advisors. There are so many benefits to this structure and our family-owned advisor groups...
by The Integrated Team | Sep 17, 2024 | Alliance Program
Integrated Advisors Network is always looking for resources — like Precise FP — that benefit our clients, builds their brand, eliminates administrative time and maximizes their client experience. With new clients especially, our advisors have found that PreciseFP...
