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Our Story

The movement to independence

June 10th, 2019 | Our Story

Videos – Which IFP are you? The thinking behind a brand switch

June 10th, 2019 | Our Story

Jason Lahita of Integrated Partners explains why the company has realigned its brand (and why it is so critical for this industry.) Source: Videos – Which IFP are you? The thinking behind a brand switch

The power of partnership: Working with CPAs

June 10th, 2019 | Our Story

Advisers are hungry for ways to generate more leads. Learn how Integrated Partners has partnered with CPAs nationally to help build more business. Source: Integrated Partners Annual Meeting – The power of partnership: Working with CPAs

How to be a more efficient adviser

June 10th, 2019 | Our Story

Advisers spend 62% of their time on revenue generating activities, but they consistently get caught up in the mundane. Andree Peterson of Integrated Partners explains the power of teamwork. Source: Integrated Partners Annual Meeting – How to be a more efficient adviser

Michael Kitces: The future of financial advice

June 10th, 2019 | Our Story

What does the future of advice look like? Industry expert Michael Kitces says it will actually all be about the advice. That means a reconfiguration is coming. Source: Integrated Partners Annual Meeting – Michael Kitces: The future of financial advice

Videos – What is comprehensive financial planning?

June 2nd, 2019 | Our Story

Financial planning is more than just selling products. Ray Lucas of Integrated Partners explains what it really means to be a comprehensive financial planner. Source: Videos – What is comprehensive financial planning?

The value you provide for planning and wealth management

June 2nd, 2019 | Our Story

Integrated’s Paul Saganey discusses the future of fees for planning versus wealth managing. Source: Integrated Partners Annual Meeting – The value you provide for planning and wealth management

The power of a great compliance team

June 2nd, 2019 | Our Story

Compliance is sometimes viewed as the enemy at your firm, but Integrated Partners’ John Cataldo explains why they are more than a necessary evil. Source: Integrated Partners Annual Meeting – The power of a great compliance team