Minisode - The Story Behind the Success of Integrated Partners

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About This Episode

The fastest-growing financial advisory firm this year, according to SmartAsset, is Integrated Partners. It has added nearly $1 billion in recruited advisory assets this year to date.

About Our Guest

Here to talk with me today is Paul Saganey. the founder and president of Integrated Partners. Paul supports the firm’s growth by providing the vision and direction for the future of the organization. He researches the economic and regulatory landscape to maintain Integrated’s status as one of the premiere financial planning organizations. Paul discusses how advisors can grow their franchise by focusing on three key words: vision, capabilities and reach. Vision is to know what you do well; capabilities is striving to always do the best; and reach is talking to clients in a progressively larger circle.

Show Notes

Here is a link for more information about Integrated Partners.