Integrated Partners Annual Meeting

Michael Kitces: The future of financial advice

June 10, 2019 | Runtime: 2:31

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.

Which IFP are you? The thinking behind a brand switch

June 10, 2019 | Runtime: 1:48

Jason Lahita of Integrated Partners explains why the company has realigned its brand (and why it is so critical for this industry.)

The movement to independence

June 10, 2019 | Runtime: 2:14

The marketplace is shifting to independent channels at a record pace. But why and how? Robert Sandrew of Integrated Partners explains.

The power of a great compliance team

June 10, 2019 | Runtime: 1:33

Compliance is sometimes viewed as the enemy at your firm, but Integrated Partners' John Cataldo explains why they are more than a necessary evil.

The power of partnership: Working with CPAs

June 10, 2019 | Runtime: 2:26

Advisers are hungry for ways to generate more leads. Learn how Integrated Partners has partnered with CPAs nationally to help build more business.

What is comprehensive financial planning?

June 10, 2019 | Runtime: 2:09

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

How to be a more efficient adviser

June 10, 2019 | Runtime: 2:19

Advisers spend 62% of their time on revenue generating activities, but they consistently get caught up in the mundane. Andree Peterson of Integrated Partners expalins the power of teamwork.

The value you provide for planning and wealth management

June 10, 2019 | Runtime: 2:19

Integrated's Paul Saganey discusses the future of fees for planning versus wealth managing.

Why do advisers join Integrated Partners?

June 10, 2019 | Runtime: 2:25

Several advisers lay out their reasons for joining Integrated Partners.

What does private equity investing in RIAs mean for the industry?

May 14, 2019 | Runtime: 1:03

More private equity funding is flooding into RIAs. What do you think of this trend? Will it persist?

 
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