What does it take to build the next version of your advisory firm—one that gives you more freedom, growth, and balance? 

In this episode, Michael Young, President and Managing Partner of Integrated Advisors Network, shares how advisors can evolve their business model, streamline operations, and design a firm that supports their ideal future.

You’ll learn how Integrated Advisors Network helps independent advisors scale without giving up control, what to look for when evaluating partnerships and outsourcing solutions, and why due diligence and security are more crucial than ever in today’s tech-driven world.

Michael shares:

• How to identify your firm’s version 2.0.
• What Integrated Advisors Network provides to advisors.
• The benefits of delegating compliance and operations.
• How to maintain brand ownership while scaling.
• Key questions to ask when choosing a network partner.
• Why due diligence matters in vendor selection.
• How to protect client data when using AI tools.
• Signs it’s time to evolve your business model.
• Common mistakes advisors make when scaling.
• How to find the right support without losing independence.

Connect with Michael Young:

• LinkedIn: Michael Young
• IntegratedAdvisorsNetwork.com
• Email: info@integratedadvisorsnetwork.com

Connect with Kristin Harad:

• LinkedIn: Kristin Harad, CFP®
• FullAdvisorCoaching.com
• X: KristinHarad
• Email: kristin@fulladvisorcoaching.com 
• Schedule a Conversation with Kristin