broker check finra logo financial advisor

Perfectly Integrated

Company Culture

Practice Management

Turning Partnership into a Powerful Growth Strategy

Turning Partnership into a Powerful Growth Strategy

When David Kline, CFP®, left Fidelity for Integrated Partners in 2014, he did so without the 600 clients he’d been serving for the past eight years. Growth, for Kline, was non-negotiable.  “The first year was very scary with a mortgage and two kids and no clients,”...

read more
Real Talk: Roll-ups Belong In Your Kids’ Lunchbox

Real Talk: Roll-ups Belong In Your Kids’ Lunchbox

Roll-ups. Aggregators. Consolidators. Whatever moniker they're going by this week, you need to ask them one important question when they come knocking on your door: What’s in it for them? Give up control of your "small" local firm. Take equity in their “large”...

read more