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Integrated Partners @Integrated4FAs

Advisors - you have your clients' backs. Who has yours? Join us. Let's talk! Securities offered through LPL Financial, Member FINRA/SIPC, https://t.co/17C89ynmA1 & https://t.co/ByaEosqmwH integrated-partners.com United States Joined August 2017
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Integrated Partners retweeted
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Matt Ackermann @acketyack

6 hours ago

Are you an entrepreneurial financial advisor? Do you want to learn how to grow your practice through stories from Elton, TSwift and the Wu Tang Clan? Good news: ⁦@PaulSaganey⁩ ⁦@amohr_24⁩ and I wrote the playbook on growth! Get your copy today a.co/d/2ZtocKI

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Integrated Partners @Integrated4FAs

2 weeks ago

Thrilled to share that we've been named an RIA Firm of the Year finalist in the @investmentnews #ExcellenceAwards! A testament to our unwavering commitment to providing exceptional value and support to our advisors. Check out the full list of awardees: investmentnewsawards.com/winners-and-ex…

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Integrated Partners @Integrated4FAs

4 weeks ago

With high interest rates, investors may be looking to pull the plug on private equities. Our chief investment officer Steve Kolano opines for @investmentnews. To gain further insight into Steve's thoughts read: investmentnews.com/alternatives/n… #WeBelieveInAdvisors #Investing #RIA #PE

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Integrated Partners @Integrated4FAs

a month ago

📢RIAs need to embrace change to avoid falling behind forward-thinking peers according to our chief growth officer, @Rob_Sandrew. The discomfort of this change can quickly become a strategic advantage. Read Rob's latest @wealth_mgmt article to learn how🗞️: wealthmanagement.com/business-plann…

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Integrated Partners @Integrated4FAs

a month ago

#ICYMI Last week we announced the launch of WFY Wealth Management with our partners from Orange County, California's largest single-office accounting firm; Wright Ford Young & Co. 🗞️🗞️ Learn more about this new comprehensive offering in @AccountingToday: accountingtoday.com/news/accountin…

Integrated Partners retweeted
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Accounting Today @AccountingToday

a month ago

Maxwell Locke & Ritter @MaxLocRit sold its wealth management practice to Creative Planning @CPIWealth, and another accounting firm, Wright, Ford, Young & Co., teamed with Integrative Partners @Integrated4FAs on a wealth management business. trib.al/xXb3pV2

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Integrated Partners @Integrated4FAs

a month ago

.@Rob_Sandrew joined @sspotswoodrfg and @DrPrestonCherry on today's roundtable hosted by @docupacetech to discuss RIA Megatrends. We are focused on providing advisors with the tools and access to experts they need to serve the evolving complexity of their clients' financial lives

Integrated Partners retweeted
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WealthManagement.com @wealth_mgmt

a month ago

It's time for #RIAs to break free from the comfort zones that have defined the industry for many decades. By @Rob_Sandrew contributor for @wealth_mgmt spr.ly/6018ZQtqG

Integrated Partners retweeted
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Shannon Rosic @ShannonRosic

a month ago

Next up on the #WealthStack podcast? @amohr_24 of @Integrated4FAs! The topic? The importance of a growth partner. Don't miss the opportunity to ask her anything! We're recording tomorrow, 3/29, so be sure to submit your Qs soon!

Integrated Partners retweeted
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StreetCred PR @StreetCred_PR

a month ago

With volatility at historic lows and equity indexes soaring, is now the optimal time for covered-call ETFs? ⁦@Integrated4FAs⁩’ Stephen Kolano and ⁦@RFGAdvisory⁩’s Rick Wedell recently weighed in. Via @5GsOnTheStreet⁩ @investmentnews 👇🏻 investmentnews.com/investing/news…

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Integrated Partners @Integrated4FAs

a month ago

📢 We are thrilled to announce the launch of WFY Wealth Management with our new partners, Wright Ford Young & Co., enhancing their ability to serve the evolving complexity of their clients' financial lives with comprehensive solutions. Read more here: businesswire.com/news/home/2024…

Integrated Partners retweeted
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Schwab Network @SchwabNetwork

2 months ago

Stocks dip after a hot #PPI print ♨️ @tdgraff & @Integrated4FAs’ Stephen Kolano discuss the outlook for markets and the Fed following this week’s inflation data with @NPetallides: x.com/i/broadcasts/1…

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Integrated Partners @Integrated4FAs

2 months ago

Key to understanding this morning's PPI report and the unexpected increase is the fact that rent or the cost of imported goods according to our chief investment officer Steve Kolano, on this morning's #Trading360 with @NPetallides @SchwabNetwork

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Integrated Partners @Integrated4FAs

2 months ago

Our Chief Investment Officer, Steve Kolano will join @NPetallides for #Trading360 on @SchwabNetwork at 11:50 am ET today to discuss this morning's PPI report. Tune in live at schwabnetwork.com

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Integrated Partners @Integrated4FAs

2 months ago

📰📰#ICYMI Earlier this week we announced the arrival of CoFi Advisors. "We’re delighted that they have chosen Integrated, and we’re very much looking forward to helping power their growth journey." Learn more about the CoFi team via @investmentnews: investmentnews.com/advisor-moves/…

Integrated Partners retweeted
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RIA Edge (Part of Wealth Management EDGE) @RIA__Edge

2 months ago

Integrated Partners, a CPA-focused hybrid #RIA and office of supervisory jurisdiction of @LPL with over $17 billion in AUA, added CoFi Advisors, a Portsmouth, N.H.-based practice with about $185 million in #assets. spr.ly/6015XiyZF

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Integrated Partners @Integrated4FAs

2 months ago

📢📣We are thrilled to welcome the team at CoFi Advisors to Integrated Partners. Colin, Wheeler & Shania are destined for great things and we look forward to supporting them. Read more about yesterday's news via @wealth_mgmt: wealthmanagement.com/ria-news/integ…

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Integrated Partners @Integrated4FAs

2 months ago

📢Please join us in welcoming, @WheelMC17 and CoFi Advisors as our newest affiliate partner! We look forward to powering their growth journey as they achieve their entrepreneurial goals. businesswire.com/news/home/2024…

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Integrated Partners @Integrated4FAs

2 months ago

"When you become more intentional in your efforts and stop being accidental, that's when true growth becomes consistent." Our @acketyack talks to achieving continued growth with Craig Clark @NitrogenWealth and @ShannonRosic @wealth_mgmt

Integrated4FAs Profile Picture

Integrated Partners @Integrated4FAs

2 months ago

Mark your calendars for tomorrow's "Unveiling the Truth About Growth in Advisory Firms," webinar at 2:00 pm ET with our own @acketyack alongside Craig Clark @NitrogenWealth and @ShannonRosic. To register:🔗wealthmanagement.com/webinars/navig…🔗

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