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Practice Management & Marketing Support

The key to maximizing your income is to run an efficient practice that creates time for you to identify and work with new clients.  The Integra Team has been trained in the Pareto Academy system of maximizing client relationships to develop new client introductions.

We have systematized and branded this process the “Waypoint FORMula".  New representatives at Integra will receive training on our process and access to the Pareto Academy training materials.  This process was developed to mimic the practices of the top performing advisors in the country.

In addition to working with existing clients to receive introductions, we are committed to our public presence in the fast-growing population markets of Bradenton / Sarasota and Naples.  High quality websites for both Integra Capital Advisors and Wealth Her Way help visitors learn about our team and services.

An active social media marketing program, YouTube video channels, and working with a search engine optimization (SEO) consulting firm are all efforts to drive traffic to our website and create awareness.


Access to No-Load Insurance Products