by The Integrated Team | Oct 17, 2023 | Alliance Program, Blog
As we step into the final quarter of the year, it’s imperative for independent financial advisors to assess their strategies and capitalize on the opportunities that lie ahead. At Integrated, we understand the dynamic nature of the financial industry, and...
by The Integrated Team | Aug 15, 2023 | Blog, Team Fun
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...
by The Integrated Team | Jul 25, 2023 | Blog
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...
by The Integrated Team | Jul 18, 2023 | Blog
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...
by The Integrated Team | Jun 27, 2023 | Blog
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....
by The Integrated Team | Jun 13, 2023 | Blog
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...
