A road trip is filled with twists, turns and detours—just like business and life. While heading along the path, you must watch for warnings, obstacles and patterns. Additionally, you must consider different routes to your destination. For some, the decisions are about the destination and not the journey. At Integrated Advisors Network, we recognize that each advisor on the road to independence has different needs and their own unique level of risk and volatility. We have the open architecture to share data, information, costs and resources that can get you to your destination as seamlessly as possible.
Integrated Advisors Network introduced the concept of partnering with independent-thinking investment advisors to bring dynamic, customized solutions that guide customers on their journey to financial independence. For instance, we offer our advisors the freedom and flexibility to pursue their financial dreams and still fulfill the needs of their customers. Our podcast panel was asked about their recommendations for mapping a trip to independence. Their responses were candid and enlightening:
Mapping the Trip to Independence
- Own your client relationships and data.
- Take care of your employees and they will take care of your business.
- Partner with people who trust your instincts and judgement.
- Focus on your core strengths of revenue generation and retention, then outsource the rest.
- Do your research and ask for references.
- Consider your time as one of your most critical assets.
Like a good road trip, the key to independence is to have a game plan, prepare ahead of time. Similarly, you should maintain open communication with your team and your clients, and of course, employ the right navigational tools. Consider Integrated Network Advisors as your professional GPS tracker, and together, we’ll get on the road.
For advisors in the financial services industry who dream of independence, owning their own practice and controlling their own destiny, we make that dream a reality.