by Samantha Boyle | Jun 11, 2024 | Media
Our CEO and founder, Paul Saganey, believes that since our launch in 1996, the trust between advisor and client has remained the heartbeat of our firm. Regardless of tech enhancements and new tools, this is a relationship-first business and “the ability to sit across...
by Samantha Boyle | May 29, 2024 | Podcasts
View Now Episode 11: Accounting firm partnerships with Investment Advisors create revenue and value while mitigating risk. In This episode, RiskyRecords guest John Pastore, a Registered Investment Advisor with Integrated Partners discusses with Stephen having the...
by Samantha Boyle | May 29, 2024 | Company Culture
As an entrepreneurial advisor, how do you stand out and thrive at the center of your practice? Are you working seven days a week, are you the first one in and last one out of the office, are you feeling like you have to do everything and often ask yourself… is there a...
by Samantha Boyle | Apr 3, 2024 | Media
The new WFY Wealth Management emerged after discussions between WFY managing partner Jeff Myers, Integrated Partners president Paul Saganey, and Brad Tedrick, who will lead WFY Wealth Management. Joining him will be another certified financial planner, Luke Schork. ...
by Samantha Boyle | Dec 27, 2023 | Podcasts
Listen Now >> Matt is joined by the founder of Integrated Partners, Paul Saganey, to explore the fascinating concept of the complexity curve. Integrated Partners has struck a unique balance, empowering advisors to remain independent while receiving the crucial...
by Samantha Boyle | Dec 27, 2023 | Media
Full Article on BusinessWire >> Industry powerhouses partner to offer investors an amalgamation of wealth services aimed at enhancing and guiding their financial lives November 30, 2023 09:08 AM Eastern Standard Time LONG BEACH, Calif.–(BUSINESS...
by Samantha Boyle | Dec 27, 2023 | Company Culture
The relationship between women and careers has been an evolving struggle. What challenges are women currently facing in the financial services industry? And how can that change? In this episode, Matt Ackermann is joined by Bridget Grimes, President of WealthChoice,...
by Samantha Boyle | Nov 9, 2023 | Company Culture
Can you imagine a time when having a financial advisor was strange? Someone who could help you target your financial struggles and identify solutions may have existed but getting a degree in financial planning? Focusing your career on this new industry? It was a whole...
by Samantha Boyle | Nov 6, 2023 | Company Culture
If you close your eyes and imagine the next generation of financial planners, what do they look like? How will they be interacting with clients? How will technology influence their financial planning strategies and communication with clients? In this episode, Matt...
by Samantha Boyle | Sep 14, 2023 | Company Culture
Have you considered adding insurance to a financial plan? How should advisors start that conversation? What should advisors know when considering adding insurance to a financial plan? In this episode, Matt Ackermann is joined by Peter Kaplan with Integrated Partners,...
What advisors and wealth firms gain from CPA partnerships – John Pastore interviewed for investmentnews.com
