Integrated Partners

What do Elton John and Integrated’s advisors have in common? 🤔 ⭐ Both have a team of experts working behind the scenes, allowing them to shine as the stars of their show, or practice. ⭐ At last month’s MarketCounsel Consulting Summit, our president Andree Mohr joined Torie H. and Johnny Sandquist on the Money Chronicles podcast to discuss her co-authored book, Center Stage, where she shares lessons on how advisors can build the business of their dreams and get back to the work they love. Tune into the full conversation here: https://lnkd.in/gQbpQuqb __________________________________________________________________________________ #IntegratedPartners #Integrated #RIA #wealthmangement #EltonJohn #CenterStage #book #MoneyChronicles #podcast #advisors #financialadvisors #growth #CPA #partnership #wealthadvisors #finance #WeBelieveInAdvisors

We’re proud to share that our President, Andree Mohr, has been named to this year’s InvestmentNews Hot List! Chosen from hundreds of nominations, the Hot List recognizes 98 leaders who are shaping the future of the wealth industry—driving innovation, fostering growth, and redefining how business gets done. Congratulations to Andree for this well-deserved recognition and for continuously inspiring us with her leadership! 🔥Check out the full list here: https://lnkd.in/edSiRk9w ______________________________________________________________________________________ #IntegratedPartners #Integrated #RIA #Investmentnews #president #hotlist #wealthmanagement #innovation #growth #finance #industryleader #WeBelieveInAdvisors

🗣️ “It's all about proactive planning and advice, and partnering advisors with CPAs it's almost like a win-win-win." Our President, Andree Mohr, sat down with Julie Cooling at this year's Future Proof festival to discuss how our #CPAalliance program creates successful partnerships. By connecting advisors with the right CPAs and ideal clients, everyone involved reaps the benefits of these meaningful collaborations. To hear more from Andree, tune into her full interview here from RIA Channel: https://lnkd.in/g4zyzQYH ____________________________________________________________________________________ #IntegratedPartners #Integrated #RIA #partnership #team #collaboration #growth #wealthmanagement #finance #financialadvisor #CPA #independentadvisor #financialplanning #financialservices #clientservices #advisor #WeBelieveInAdvisors

📈Nvidia's earnings momentum and its influence on the market is being closely watched, but what does this mean for investors? Our CIO, Stephen Kolano, CFA, suggests staying the course regardless of the latest earnings release. 🗣️ “The earnings momentum of the company continues to be strong, and the delayed shipments that are referenced appear to be a temporary or timing issue.... As a result, valuations continue to be supported based on the company’s continued strong earnings growth." To learn more from Stephen on the state of #NVDA, read here via Gregg Greenberg for InvestmentNews: https://lnkd.in/eh8svdbn _____________________________________________________________________________________ #IntegratedPartners #Integrated #RIA #CIO #investments #wealthmangement #investors #advisors #wealthadvisors #finance #investmentportfolio #Nvidia #market #growth #financialservices #independentadvisor #portfoliomangement #research #investmentnews #WeBelieveInAdvisors

Congratulations to #Integrated advisor, Whitney Massey, AIF®, CPFA, C(k)P® of The Reserve Investments on being recognized as one of the Top 100 Retirement Plan Advisors Under 40 by National Association of Plan Advisors! #NAPA recognizes advisors who exhibit outstanding dedication to their practice and are regarded as future leaders of the retirement plan advisor industry. ⭐ Whitney, we can attest your dedication to your craft is superior and we are so grateful to be a part of your journey. SO well deserved! #congratulations ______________________________________________________________________________________ #IntegratedPartners #RIA #advisor #retirement #retirementplan #retirementplanning #clientservices #investments #financialadvisor #wealthmangement #financialplanning #WeBelieveInAdvisors https://lnkd.in/egV-SN5G

🎉 Please help us give the warmest of welcomes to our newest partners, Samuel Diarbakerly and the team at Generation Capital Advisors! We are eager to see the continued success and growth Sam will experience as he begins his independent journey and taps into our suite of resources, including our #CPA Alliance program further enabling him to deliver exceptional, holistic wealth management services to his clients. 🚀 John Pastore, CRPC®, Vice President of Integrated says, “We’ve seen young, ambitious, growth-minded advisors like Sam benefit greatly from access to our partnerships with centers of influence.” 🤝 Learn more about Sam and the team via Steve Randall for InvestmentNews: https://lnkd.in/dC2hta5U ____________________________________________________________________________________ #IntegratedPartners #Integrated #CPAalliance #RIA #partnership #wealthmanangement #finance #wealth #financialservices #wealthadvisor #independentadvisor #financialadvisor #advisor #growth #advisoryservices #team #WeBelieveInAdvisors

Many private wealth professionals, including wealth managers, T&E attorneys and accountants, aspire to move upmarket and work with ultra-wealthy clients, but connecting with and serving super-rich families can be challenging. According to Rob Sandrew, our Chief Growth Officer, referrals from trusted professionals are key to establishing those relationships. 🗣️ “For super-rich families, referrals from professionals they are highly confident in are a very astute risk reduction approach...If the external expert referred is not ‘elite,’ the professional's judgment can be questioned, with possible adverse consequences for their relationship with the super-rich family.” To discover how advisors can connect with this clientele segment, check out the latest article from Russ Alan Prince, Jerry Prince and Homer Smith's for Financial Advisor Magazine: https://lnkd.in/gGk3mxDZ  ____________________________________________________________________________________ #IntegratedPartners #Integrated #FamillyOffice #RIA #wealthmangement #UHNW #highnetworth #family #generationalwealth #wealth #clientservices #finance #wealthadvisor #financialadvisor #advisors #wealthmanager #investmentmanagement #famillyofficeservices #partnership #WeBelieveInAdvisors

#AI is advancing at an incredible pace, introducing innovative tools that can save #advisors and their teams time and money. However, navigating the initial steps toward making smart tech-stack decisions can feel overwhelming. Our President, Andree Mohr, believes education is key to successfully integrating these new technologies. 🗝️ 🗣️ "There's so many new tools coming at us, and if you just jump in and start using, that is a negative to AI, because you need to take the time to learn the tech and learn to properly leverage it." For more of Andree's insights, revisit her panel from the recent Financial Planning #ADVISEAI event via Cat Auer: https://lnkd.in/gegQyU3V ____________________________________________________________________________________ #IntegratedPartners #Integrated #RIA #wealthmanagement #fintech #techstack #integration #artificialintelligence #advisors #financialadvisor #wealthmanager #financialservices #practice #technology #education #industryleaders #finance #financialplanning #clientservices #compliance #WeBelieveInAdvisors

❔Should US wealth managers follow the recent surge in Chinese stocks❔ Our Chief Investment Officer, Stephen Kolano, CFA, remains cautious. While some Chinese stocks are soaring, concerns over China's real estate issues, slower-than-expected growth, and increased government intervention lead us to favor a more balanced approach. “The real estate issues in China are large and it is uncertain as to their extent and how deep the issues run in terms of vacancy rates and their impact on debt underwriting that occurred years ago to finance many of the projects at much lower costs of capital than we are seeing today...Many of the real estate issues sit at the municipal and regional levels which adds an additional layer of opaqueness to the problem.” 💡Learn more of Steve's insights here via Gregg Greenberg for InvestmentNews: https://lnkd.in/gc7XjYtw ____________________________________________________________________________________ #IntegratedPartners #Integrated #RIA #investments #wealthmangement #stocks #bonds #interestrates #realestate #advisors #finance #marketandeconomy #China #etf #equities #investmentnews #financialadvisors #wealthmanager #WeBelieveInAdvisors

As the wealth management industry prepares for a significant wave of retirements, the importance of a well-structured succession plan has never been more critical. In his latest article for Citywire, our Chief Growth Officer, Rob Sandrew, underscores the urgency of proactive planning to safeguard a firm’s legacy, culture, and valuation. With 20% of advisors planning to retire within the next five years, firms that neglect to mentor and prepare the next generation risk losing valuable clients and jeopardizing business continuity. Here are some key considerations for developing your succession plan: 🔑Identify and mentor G2 advisors early 🔑Protect your firm’s culture and client relationships 🔑A well-defined plan boosts client and employee confidence Succession planning goes beyond a simple handoff; it’s about ensuring long-term growth and preserving the legacy you’ve worked so hard to build. Read more of Rob's insights in the full article here: https://lnkd.in/e8x2sxz5 ___________________________________________________________________________________ #IntegratedPartners #Integrated #RIA #wealthmangement #successionplan #retirement #finance #financialservices #culture #legacy #successionplanning #financialplanning #wealthadvisor #financialadvisor #WeBelieveInAdvisors