In the movie, The Godfather, the Corleone family wields their influence and power in unorthodox ways. Integrated Advisors Network offers advisors the opportunity to own their practice and control their own destiny, with the utmost respect for their well-being and benefit.
Family is critical to decisions and relationships, and Integrated Advisors Network becomes a part of your professional family. In one of our podcasts, we interviewed a member of our Integrated Advisors family, Clark Richard, CEO and co-founder of Vineyard Global Advisors. Clark knows first-hand that our integrated platform empowers network advisors with 100% ownership of their business and the freedom to focus on their clients and brand growth. We deemed Clark “the Godfather of Independence” for good reason. He values partnership and innovative solutions that guide clients on their journeys to financial independence.
First, Clark shares stories of his own path to independence. He points out that it is important to see independence as an opportunity and a challenge. Identifying the right advisor goes beyond skills and capabilities. It also requires finding someone who is a philosophical fit, and who focuses on both revenue generation and retention.
Hear More Stories of Independence
Integrated Advisors Network provides our advisors with the business support they need. Then, we step out of the way so they can make business decisions on their own. Just ask some of our own family of advisors who have shared their stories in our podcasts:
- Clark Richard, CEO and co-founder of Vineyard Global Advisors
- Ben Newhouse, Founder, CEO and President of Vineyard Asset Management
- Eric Meushaw, President of Financial Foundations
- Wendie Hohman, Managing Partner of Sand Creek Investment Partners
- Guerdon Ely, President of Ely Prudent Portfolios
- Anna Nelson, President of Mosaic Financial Solutions
- Josh Bradley, Founder & Managing Partner of Capital City Financial Partners
Integrated Advisors Network and our family of advisors focus on mutual trust and respect, resulting in a successful partnership that leads to growth and independence. As Mario Puzo wrote in The Godfather, “The strength of a family, like the strength of an army, lies in its loyalty to each other.”