{"id":621,"date":"2023-05-23T08:00:00","date_gmt":"2023-05-23T08:00:00","guid":{"rendered":"https:\/\/integratedadvisorsnetwork.com\/staging\/4015\/?p=621"},"modified":"2023-08-07T18:02:13","modified_gmt":"2023-08-07T18:02:13","slug":"connections-learnings-and-more-happy-trails-from-our-fifth-annual-summit","status":"publish","type":"post","link":"https:\/\/integratedadvisorsnetwork.com\/staging\/4015\/connections-learnings-and-more-happy-trails-from-our-fifth-annual-summit\/","title":{"rendered":"Connections, Learnings and More: Happy Trails from our Fifth Annual Summit"},"content":{"rendered":"\n<p>Power-packed with learnings, connections and so much more, our<a href=\"https:\/\/integratedadvisorsnetwork.com\/staging\/4015\/the-2023-integrated-advisors-summit-connect-share-and-accelerate-growth\/\" target=\"_blank\" rel=\"noreferrer noopener\"> Fifth Annual Integrated Advisors Summit<\/a> was an incredible success. Opportunities abounded for both advisors and sponsors alike as all came together to connect, share and accelerate growth.<\/p>\n\n\n\n<p>And, of course, the fabulous Hilton Dallas\/Park Cities, Katy Trail Ice House and the Salesmanship Club of Dallas were all instrumental in providing hospitality, great food and fun at the conference and AT&amp;T Byron Nelson.<\/p>\n\n\n\n<p>Advisors were able to take away great information from our speakers. Wednesday was a great start with powerful insights from <a href=\"https:\/\/www.ftportfolios.com\/\">First Trust<\/a>\u2019s Bryce Gill. Additionally, advisors were presented with information regarding succession planning, acquiring talent and estate planning <a>compliments of <\/a><a href=\"https:\/\/www.invesco.com\/corporate\/en\/home.html\">Invesco<\/a>\u2019s Tim Wilkinson, <a href=\"https:\/\/wealth.com\/\">wealth.com<\/a>\u2019s Anne Rhodes, <a href=\"https:\/\/www.famatch.com\/\">FA Match<\/a>\u2019s Ryan Shanks and <a href=\"https:\/\/www.oakstreetfunding.com\/\">Oak Street Funding<\/a>\u2019s Susie McEuen.<\/p>\n\n\n\n<p>Thursday provided even more detailed information including panels on technology and alternative investments as well as updates on compliance and Integrated internal communications. <a href=\"https:\/\/www.blackrock.com\/us\/financial-professionals?userType=intermediaries&amp;removeUserType=true\">BlackRock<\/a>\u2019s \u201cStudent of the Market\u201d by Mark Peterson and <a href=\"https:\/\/citydifferentinvestments.com\/\">City Different Investment<\/a>\u2019s Sweta Singh\u2019s presentation were big hits with the advisors.<\/p>\n\n\n\n<p>Four Day Weekend\u2019s keynote \u201cYes, And \u2026\u201d was a great way to end our two days of presentations.<\/p>\n\n\n\n<p>Please feel free to read and share more in the comments below. Integrated Advisors Network values our clients\u2019 and partners\u2019 input in all we do as we continue to innovate our industry together.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><a id=\"_msocom_1\"><\/a><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Power-packed with learnings, connections and so much more, our Fifth Annual Integrated Advisors Summit was an incredible success. Opportunities abounded for both advisors and sponsors alike as all came together to connect, share and accelerate growth. And, of course, the fabulous Hilton Dallas\/Park Cities, Katy Trail Ice House and the Salesmanship Club of Dallas were [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":622,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","om_disable_all_campaigns":false,"episode_type":"","audio_file":"","podmotor_file_id":"","podmotor_episode_id":"","cover_image":"","cover_image_id":"","duration":"","filesize":"","filesize_raw":"","date_recorded":"","explicit":"","block":"","itunes_episode_number":"","itunes_title":"","itunes_season_number":"","itunes_episode_type":"","footnotes":""},"categories":[8],"tags":[44,45,43,24,27,36,26,29],"class_list":["post-621","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-business-building","tag-dallas","tag-economy-2023","tag-estate-planning","tag-financial-advisor","tag-independent-advisor","tag-summit","tag-team-building"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.3 (Yoast SEO v27.4) - 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