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...
by The Integrated Team | Aug 27, 2024 | Independent Advisory
Brenda Cox and Alexandra BristolNspire Wealth Family owned and run financial advisor teams are inspiring to us! We have several firms with this type of structure in our advisor network. Integrated thinks this type of financial advisory has quite a few benefits, and we...
