At Integrated Advisors Network, our client service mission goes beyond just being a financial services company. We are a family, a dedicated team that cares deeply about our advisors’ success. We understand that in this business, support and resources make all the difference. That’s why we are here to suit you, committed to providing unparalleled client service, ensuring that every advisor who partners with us feels valued, supported, and empowered to thrive.
A Personal Relationship Built on Trust
This is more than just a business partnership to us; client service is a personal relationship. We treat every advisor like family, and this core value drives everything we do. Our commitment to building trust and understanding with our advisors is at the heart of our client service philosophy. Currently, we’re on the road visiting every one of our advisors’ offices! So far, we’ve been to Missouri, Illinois, Southern California and the Northeast. We love chatting face-to-face with our extended family.
Client Service Means We’re Always Available for You
We understand challenges can arise at any time, and you need a reliable partner. At Integrated, our team is always available to help. Our open-door policy means that an advisor can pick up the phone and talk to a team member whenever they need assistance. Whether there’s a pressing question or a need for guidance on a complex financial matter, we’re ready and willing to help.
Competence and Knowledge at Your Service
One of the pillars of our client service commitment is our tenured team’s competence and vast, varied knowledge and experience. We take pride in having a highly skilled and knowledgeable team, well-versed in the intricacies of this industry, providing dynamic solutions that are both proven and creative.
Access to Comprehensive Resources
We understand that the financial advising landscape is constantly evolving, and advisors need access to a wide range of resources like our Alliance Program to stay competitive. That’s why we provide our advisors with operational scale to support every aspect of their business. From compliance to cutting-edge enterprise tools, we make sure they have what they need to excel — and it’s all customizable.
Going the Extra Mile Is Our Client Service Mission
We’re not just satisfied with providing the basics. We love going the extra mile for our advisors. If we don’t have a resource or an answer to a question, client service doesn’t just stop there — we go out and find it. Their success is our success, and we are genuinely willing to do whatever it takes to help them achieve their goals.
We Find Joy in Everything We Do
Our commitment to client service isn’t just about meeting expectations; it’s about exceeding them. We find joy in everything we do because we honestly care about the success of our advisors. When you partner with Integrated Network Advisors, you become part of a community that celebrates your achievements and supports you in your journey to being a successful independent financial advisor.