by The Integrated Team | Mar 25, 2025 | Independent Advisory
Phil and Sean Bell, Yorkshire Wealth Management At Integrated Advisors Network, we have multiple family-owned firms. Firms where parents and children work together in their business — succession plans seem set. Yorkshire Wealth Management is one such firm...
by The Integrated Team | Mar 11, 2025 | Alliance Program, Independent Advisory
Success in this space requires more than financial expertise — it demands an entrepreneurial mindset. It means taking control of the future of your firm. Of course, becoming an independent financial advisor offers freedom, flexibility and the ability to build a...
by The Integrated Team | Feb 25, 2025 | Independent Advisory
The Strength of Family Values At Integrated, we love working with family-owned financial service firms. Working with those you can trust and rely on is a special trait of family businesses, and we enjoy seeing how these relationships work together to succeed. This...
by The Integrated Team | Jan 21, 2025 | Alliance Program, Independent Advisory, Investing
In an ever-evolving financial landscape, staying informed and adaptable with continuous professional development is essential for financial advisors to deliver the best possible service to their clients. Ongoing professional development isn’t just a career enhancer —...
by The Integrated Team | Nov 19, 2024 | Independent Advisory
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....
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...
