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 | 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...
by The Integrated Team | Aug 13, 2024 | Independent Advisory
We’ve recently discussed wealth inheritors in detail, illustrating the need to engage them around their top goals: independence and security. As a financial advisor, you can guide this type of client keeping in mind that although they might feel overwhelmed with...
by The Integrated Team | Jun 25, 2024 | Independent Advisory
Financial advisors of all sizes have been hearing about the impending generational family wealth transfer that is coming. But less than 25% of advisors’ current clients are under 50 according to The Cerulli Report. The opportunity to retain these assets by developing...
by The Integrated Team | Jun 11, 2024 | Independent Advisory
Family-owned financial services practices can offer benefits other structures cannot. In the world of financial services, it’s the personal touch and long-term relationships that often make all the difference. Here at Integrated Advisor Network, we’ve strived to...
by The Integrated Team | Apr 9, 2024 | Independent Advisory
While being dissatisfied with your current employment as a financial advisor may lead to thinking about becoming independent, it is only a start toward picking the type or model of independence that is right for the individual advisor. There are several key...
