An Alternative Way to Fund Your Growth
(Without Losing Equity)
Integrated Partners believes that as a seasoned independent advisor, you already understand how to serve your clients and drive growth for your business. Our mission is to create an environment that accelerates that growth.
What We’ll Cover
Despite a highly competitive and crowded RIA-field vying for advisors’ attention, most ambitious, fiduciary-minded advisors are left with just a few options when considering their future.
They can either join a massive aggregator and become just another nameless face in their machine, or settle for a boutique “lifestyle” firm that lacks the infrastructure and focus to really support their growth. And while both options often come with the loss of equity, what’s more is they limit flexibility for advisors to pursue the different stages of growth and transition that suits their unique needs.
But there’s another option.
Integrated Partners is a destination for advisors who want a non-traditional way to transition their business and who are looking for a partner who will get creative with you to find solutions that make sense for you, while letting you retain control and profitability of your business.
Join Founder and President, Paul Saganey, Chief Growth Officer, Rob Sandrew and Chief Content Officer, Matt Ackermann, from Integrated Partners to learn more about how we can help you navigate your independence with a fully-custom, fully-integrated framework for business success–without sacrificing equity or flexibility to do what’s best for your business and your clients.
About Integrated Partners
Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and fifty advisors, one hundred and twenty-seven CPAs and forty-five regional offices across the United States, and more than eight billion in brokerage and advisory assets, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.
Investment advice offered through Integrated Partners, a registered investment advisor.