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We are eager to learn at Integrated Advisors Network. This means sharing industry trends, team happenings and news from our current advisors and other thought leaders for everyone’s benefit.
Leaving a Legacy
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....
Leaving a Legacy
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....
Leaving a Legacy
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....
Leaving a Legacy
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....
Embracing the Season: Our Team’s Favorite Fall Activities
Magic Is In the Air As the weather turns crisp and the leaves begin to change, there's an undeniable sense of magic in the atmosphere. Fall, with its vibrant foliage and cooler temperatures, brings a refreshing change of pace from the scorching summer months. It's the...
Four Opportunities for Independent Advisors in Q4
In Q4, it’s imperative for independent financial advisors to assess their strategies and capitalize on the opportunities that lie ahead.
Diversify and Prosper: The Power of Alternative Asset Classes
We’re excited to introduce you to the realm of alternative asset classes like the opportunities in federal government leased real estate.
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...