by FPM Admin | Apr 27, 2026 | Blog, Independent Advisory
When clients sit down with a financial advisor for the first time, they’re usually not thinking about asset allocation or portfolio construction. Instead, they’re asking themselves a simpler, more personal question: Can I trust this person? The answer to that question...
by Integrated Marketing | Feb 17, 2026 | Blog, Independent Advisory
The trends speak for themselves: More and more advisors are choosing independence — and there’s little reason to expect that momentum will change anytime soon. A recent study from Cerulli Associates found that advisor headcount at independent RIAs is projected to grow...
by FPM Admin | Aug 21, 2025 | Independent Advisory, Investing
When markets are volatile, clients are anxious — financial uncertainty is difficult for some to endure. Often, these periods of uncertainty try everyone’s patience. However, employing strong relationship management skills and effective communication can keep clients...
by FPM Admin | Jul 29, 2025 | Independent Advisory
Janet Galloway and Emily Isom, B&B Strategic Management The Work Relationship Makes The Personal Relationship Stronger We’ve been featuring independent advisor firms in our network that are family-operated: parents and children working together to build and grow a...
by The Integrated Team | Jun 17, 2025 | Independent Advisory, Team Fun
This year’s Integrated Advisor Summit was a smashing success. The Advisor Summit took place in St. Petersburg, Florida at the historic Vinoy waterfront resort. And this year, we were also celebrating Integrated Advisors Network’s 10th year! Although our advisors had...
by The Integrated Team | May 27, 2025 | Independent Advisory
There are many reasons advisors choose to leave wirehouses or current advisor practices to go independent — and then partner with a firm like Integrated. For instance, they might want more opportunities for financial and professional growth that only this type of...
