Integrated Partners

??We’re thrilled to welcome Prout Financial Design to our growing network of advisors! We’re looking forward to working alongside the #Michigan based team, Founder Dennis Prout, CFP?, CPWA?, Master Elite Advisor?, Nathan Prout, and Managing Director Heidi Cartwright, as they leverage our investment platform, business owner and insurance solutions, marketing services, and our CPA Alliance to continue delivering exceptional service to their new and existing clients. ? To us, they stand out for not only being trusted financial planners, but their dedication to community involvement and financial literacy hosting a long-standing weekly radio show where they share key financial insights to their larger community. Learn more about our partnership with Prout Financial Design here: https://lnkd.in/dZCNJn7i ____________________________________________________________________________________ #IntegratedPartners #ProutFinancialDesign #RIA #partnership #team #clientservice #wealthmanagement #financialadvisor #wealthadvisor #finance #financialplanning #businessowners #insurance #fintech #retirementplanning #investments #market #welcome #advisors #independentadvisor #advisoryfirm #clients #CPAalliance #Integrated #WeBelieveInAdvisors

Did you hear Paul Saganey CFP? will be at Future Proof next week in #Miami? ?? Paul wears many hats like CEO, mentor, author, and industry leader. No matter what role he's stepping into, he is undeniably passionate about coaching financial professionals on how to scale their businesses and serve high-net-worth clients. Don't miss the opportunity to hear from Paul at: ?? FutureProof Citywide – Lummus Park Stage ??? Tuesday, March 18th at 3:20-4:05 p.m. ET ?? Partnering for Growth: Expanding Beyond the Traditional Model #IntegratedPartners #Integrated #FutureProof #Citywide #growth #partnership #financialadvisors #finance #wealthmanagement #industryleader #CEO #growthmindset #financialservices #networking #independentadvisors #clientservices #WeBelieveInAdvisors

Matt Ackermann, Chief Brand Officer is back in the podcasting game with a don't miss episode of Perfectly Integrated! Matt sits down with one of our newest affiliated advisors, Samuel Diarbakerly of Generation Capital Advisors where Sam guides us through his journey of... ? Becoming a financial advisor ? His daily inspirations ? How he stays ahead ? Understanding the needs and mindsets of all generations ? How he landed at #Integrated ? And so much more!!! Listen here first ?? #PerfectlyIntegrated #IntegratedPartners #Integrated #podcast #RIA #financialadvisor #independentadvisors #journey #success #growth #partnership #goals #clientservices #generations #generationalwealth #advisors #mentors #levelup #wealthmanagement #retirement #financialplanning #finance #financialservices #WeBelieveInAdvisors https://lnkd.in/ekr7Yrsx

#Tariffs are here – advisors need to cut through the noise and focus on how they’ll truly impact client portfolios. Our Chief Investment Officer, Stephen Kolano, CFA, says to focus on the future... ???“After 30 years in this business, I’ve learned between Brexit, Covid, and tech busts, that reacting to market events in the near-term is usually not the best course of action.” So how can you navigate these choppy waters? ?? Plan for rising prices, add assets such as gold and Treasury Inflation-Protected Securities (TIPS) to your portfolio and prioritize long-term success over short-term volatility. Learn more via Griffin Kelly for The Daily Upside: https://lnkd.in/ecD9Rg8s ____________________________________________________________________________________ #IntegratedPartners #Integrated #RIA #investments #wealthmanagement #financialadvisor #advisors #market #volatility #fintech #investors #investmentstrategies #portfoliomanagement #clientservices #clients #inflation #tariff #tax #futurefocused #longevity #independentadvisors #WeBelieveInAdvisors

Many RIAs face a data problem – how they solve it can define their long-term success. Advances in technology have empowered independent advisors to better serve their clients, but siloed data across multiple platforms makes integration and management a challenge. The solution? According to our president, Andree Mohr, data lakes are a powerful way to centralize and organize data from various sources, making it easier for advisors to take control. For more insights, read her latest article, co-authored with chief operating officer of STRATOS, Phil Nuttall in FA Magazine: https://lnkd.in/ex-GmPrz ____________________________________________________________________________________ #IntegratedPartners #Integrated #RIA #finance #data #fintech #wealthmanagement #financialadvisor #advisor #clientservices #integrate #manage #portfoliomanagement #financialplanning #retirementplanning #operations #investor #investment #independentadvisors #WeBelieveInAdvisors

With tariffs looming, many investors are feeling increasingly bearish – and advisors are tasked with calming those nerves. “We try to compassionately listen to our clients' fears… We spend less time telling clients why a particular fear won’t materialize and more time showing them how their financial plans and investment strategy have been prepared with these negative events in mind,” said Christian Bryant, CFA, president and CIO at Nold Bryant Planning & Investments. ??? The key takeaway? Instead of focusing on the negative news, make sure your portfolio is ready to weather any storm. For more insights, read Gregg Greenberg’s latest for InvestmentNews: https://lnkd.in/gijHhEji _____________________________________________________________________________________ #IntegratedPartners #Integrated #InvestmentNews #RIA #wealthmanagement #financialadvisor #advisors #financialplanning #financialservices #finance #news #market #portfoliomanagement #clientservices #investment #WeBelieveInAdvisors

We'd love your help giving the warmest of welcomes to Blaise Liederbach, CIMA?, the newest addition to the #Integrated family as our Vice President of Business Development and Acquisitions. Blaise previously worked for some of the biggest names in our industry and brings a wealth of expertise to our team. His passion and our mission align, as we seek to empower financial advisors to build the practice of their dreams. Blaise's skills, knowledge, and leadership will provide the perfect foundation as we expand our presence in the Midwest region. Welcome to Integrated Partners, Blaise, we are so excited you decided to start your next venture with us! ?? ____________________________________________________________________________________ #IntegratedPartners #RIA #newtalent #welcome #businessdevelopment #mergerandacquisitions #growth #financialadvisors #wealthadvisors #wealthmanagement #finance #independentadvisors #advisors #midwest #WeBelieveInAdvisors

?? Please join us in congratulating Matt Ackermann, on his well-deserved promotion to Chief Brand Officer! ?? From the moment you joined us in 2020, you’ve embodied everything that sets us apart from others in the industry. As our Chief Content Officer, you’ve consistently gone above and beyond to increase our brand identity and strengthen our company culture, not just through your exceptional storytelling, but by being our team spirit, our company cheerleader, and a true champion of our mission. Your ability to combine exciting, insightful content with kindness and authenticity has influenced and elevated the entire #Integrated community. We are beyond lucky to have you as part of this incredible team. Here’s to many more milestones, memories, and successes ahead! ?? Read more via Business Wire: https://lnkd.in/gryn5kNR _____________________________________________________________________________________ #IntegratedPartners #RIA #storytelling #brand #marketing #brandofficer #finance #mission #companyculture #team #leadership #brandbuilding #teamwork #gratitude #promotion #inspiration #partnership #growth #financialadvisor #financialservices #wealthmanagement #wealth #independentadvisor #WeBelieveInAdvisors

The great wealth transfer is often seen as a distant, future event, but it’s actually happening now – from gifting checks, covering bills and home purchases, wealth is already changing hands. ??The upside? According to CEO and Private Wealth Advisor at Konvergent Wealth Partners, Homer Smith, many families are able to enjoy the reward of their gifts while they’re alive. ??The downside? If not handled carefully, it?can lead to financial dependence, leaving the next generation unprepared to stand on their own. Read more via Gregg Greenberg for InvestmentNews: https://lnkd.in/gU_x4z3v ____________________________________________________________________________________ #IntegratedPartners #Integrated #RIA #InvestmentNews #finance #wealthmanagement #greatwealthtransfer #generationalwealth #inheritance #privatewealth #advisor #financialadvisor #wealthmanager #clientservice #financialplanning #familyoffice #independentadvisor #WeBelieveInAdvisors

?? Gold is on the rise, but what role should the yellow metal play in investor’s portfolios? ?? Some of the sharpest #Integrated advisors spoke with Gregg Greenberg from InvestmentNews to offer their insight. Samuel Diarbakerly, Founder and Private Wealth Advisor at Generation Capital Advisors, prefers holding equities during bouts of inflation. But for investors interested in gold, he suggests that “a physically backed ETF is a great tool to give exposure while maintaining liquidity.” Co-founder & Financial Advisor at CoFi Advisors, Colin Walker, MBA echoes that hesitation, saying gold has “not been a great diversifier from the market,” and also favors ETFs for exposure to precious metals. ?? You can access the full article here: https://lnkd.in/e2whygnK _____________________________________________________________________________________ #IntegratedPartners #RIA #finance #InvestmentNews #wealthmanagement #advisors #inflation #gold #ETF #market #wealthadvisor #financialadvisor #financialservices #portfoliomanagement #investors #clientservice #independentadvisor #WeBelieveInAdvisors