Podcasts about integrated partners

Ever wonder what's fueling young and ambitious independent advisors?  What are they doing to stand out among their seasoned competitors? What about Integrated Partners makes them a great fit for entrepreneurial advisors at any stage of their professional journey? In this episode, Matt Ackermann is joined by Samuel Diarbakerly, Founder and CEO of the Boston-based … Read More Read More

Live at the recent MarketCounsell Summit in Las Vegas, David Armstrong chats with Andree Mohr, president of Integrated Partners, a unique advisory platform assisting entrepreneurial advisors in scaling their businesses through strategic CPA partnerships.  Mohr covers Integrated's origin story and the dynamics of integrating wealth management services into accounting firms. The discussion highlights the importance … Read More Read More

In this episode, Steven is joined by John Pastore, Executive Vice President of Integrated Partners. John has been on the Integrated team for 25 years, basically since day 1, and has seen the incredible progress over time that Integrated has achieved. Their approach is to match CPAs with financial advisors through formal partnerships that help the advisor and the CPA grow their businesses. And, of course, it allows everyone to provide an elevated experience to their clients. Listen in as John and Steven share their experience with what makes great professional relationships and partnerships.  https://zurl.co/8aKV0

Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: Unlocking an Advisor's Unique Ability with Guest Andree Mohr [Episode 276]Pub date: 2024-09-30In this episode, Matthew Jarvis sits down with Andree Mohr, President of Integrated Partners, to explore the concept of harnessing your unique ability. Andree reveals how top advisors have doubled their practices by laser-focusing on high-net-worth clients and delivering unparalleled value. She also shares the art of storytelling that forges deep connections with clients and influential partners, setting you apart in a crowded field. Andree emphasizes the critical importance of strategic planning, urging advisors to dedicate a full 30% of their time to activities that propel them toward their goals. She shares insider tips on guarding your precious time and finding the perfect accountability partner to keep you on track. Unlocking an Advisor's Unique Ability with Guest Andree Mohr [Episode 276] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Andree Mohr: Website | LinkedIn - The Complexity Curve with Guest Paul Saganey - Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey - Kitces Interview: Building CPA Alliances To Reach A More Affluent Clientele To Serve, With Paul Saganey - Center Stage: How to Become the Star of Your Practice - Connelly Ruling - The Presentation Secrets of Steve Jobs: How to Be Insanely Great in Front of Any Audience  The podcast and artwork embedded on this page are from Matthew Jarvis, CFP® & Micah Shilanski, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

In this episode, Matthew Jarvis sits down with Andree Mohr, President of Integrated Partners, to explore the concept of harnessing your unique ability. Andree reveals how top advisors have doubled their practices by laser-focusing on high-net-worth clients and delivering unparalleled value. She also shares the art of storytelling that forges deep connections with clients and influential partners, setting you apart in a crowded field. Andree emphasizes the critical importance of strategic planning, urging advisors to dedicate a full 30% of their time to activities that propel them toward their goals. She shares insider tips on guarding your precious time and finding the perfect accountability partner to keep you on track. Unlocking an Advisor's Unique Ability with Guest Andree Mohr [Episode 276] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Andree Mohr: Website | LinkedIn - The Complexity Curve with Guest Paul Saganey - Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey - Kitces Interview: Building CPA Alliances To Reach A More Affluent Clientele To Serve, With Paul Saganey - Center Stage: How to Become the Star of Your Practice - Connelly Ruling - The Presentation Secrets of Steve Jobs: How to Be Insanely Great in Front of Any Audience  

How many Elton Johns are there in the world?Just one.How many financial advisors like you?Our guest today will reveal how you can stand out in your industry and become the rockstar of your financial practice.Meet Matt Ackermann, Chief Content Officer at Integrated Partners. Matt is dedicated to showcasing the talents of over 200 financial advisors and thought leaders within the firm.With over 25 years in wealth management, Matt has a knack for creating content that not only informs but also engages and inspires.In this episode, you'll get a backstage pass to Matt's fresh perspective on practice management by drawing parallels between the methods famous musicians use to perfect their craft and the strategies advisors can implement to enhance their own practices. We Explore: Why your brand needs to dance to its own tune (literally)—and how it makes you the star of your practiceThe surprising truth about the "helper mentality" and how it can set your brand apartUnderstanding the art of blending empathy and branding for maximum impactLearn the secrets used by legendary artists that can help you structure your practice for success and unstoppable growthAnd the ONE strategy Matt wants you to steal that ensures you'll showcase your brilliance while being entertainingLinks to Check Out:Matt's book, “Center Stage: How to Become the Star of Your Practice.”Matt's podcast, “Perfectly Integrated.”Connect with Matt on TwitterThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business.

In this episode of PRess Play: The StreetCred PR Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Andree Mohr for an engaging conversation about her impressive 14-year career trajectory and the incredible impact she is making at Integrated Partners. Andree draws compelling parallels between her beginnings as a financial services public relations/marketing intern … Read More Read More

Matthew Jarvis sits down with Paul Saganey, the visionary founder of Integrated Partners. They dive into the "Complexity Curve" – the unique challenges financial advisors face when serving high-net-worth clients with multifaceted financial portfolios. Saganey's profound insights shed light on the necessity for advisors to evolve and ascend the complexity curve, equipping themselves with a comprehensive arsenal of expertise. He emphasizes the critical role of having a clear vision and a team of collaborators who collectively possess a vast array of specialized knowledge. The conversation also highlights the paramount importance of continuous learning and insatiable curiosity—the cornerstones of staying ahead in the ever-evolving financial advisory industry. Sagany's expertise underscores the value of reaching out to subject matter experts across various disciplines, ensuring that financial advisors can provide a truly holistic and tailored approach to their affluent clientele. Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey [Episode 261] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Paul Saganey: Website | LinkedIn- Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm's Elite Wealth Management Practice - Making Smart Decisions - Article: It's Time To Prepare For When, Not If, AI Replaces Advisors

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. They offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and forty-one advisors, one hundred and twenty-seven CPAs and forty regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Rob Sandrew joins Jay Coulter on this episode of RIA Stories to share the opportunities available at his firm. Learn More: https://integrated-partners.com

Paul Saganey, Founder & CEO of Integrated Partners, has cracked the code of supercharging growth. He helps advisors succeed with much larger clients than their existing books, and pairs that up with a deep understanding of how to build a COI network with the "grail" of referrral sources: CPAs.

On Monday, we revisited Micah and special guest Rod Zeeb, CEO of The Heritage Institute, as they emphasized building genuine connections and trust with clients through estate planning. They discuss the four key things clients genuinely desire and the critical questions advisors must ask to meet those expectations, all while stressing the importance of starting with a vision. On Wednesday, Matt was joined by, Paul Saganey, the founder of Integrated Partners, who introduced the concept of the complexity curve and shared his insights into problem-solving and the significance of asking thought-provoking questions to provide guidance for financial advisors aiming to elevate their practice. Thursday, Jamie shared her journey as an acts of service person and addressed the challenges of asking for assistance, and offered insights into achieving a balance between helping others and personal growth.  Tune in as we recap highlights and action items from estate planning to personal growth. Asking Questions That Matter For Estate Planning [Episode 232] The Complexity Curve with Guest Paul Saganey Acts Of Service Estate Planning Value, Client Complexities, and Balancing Service With Personal Growth

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 support and networking opportunities they need. The key focus here is helping advisors guide their clients through the complexity curve, where both financial and personal lives become increasingly intricate with time. Paul talks further about the art of building strong relationships with accounting firms, the importance of problem-solving, and highlighting how you can be a true asset to them. Paul also shares his wisdom on the significance of 'disturbing tracks,' a technique that helps advisors visually depict clients' financial futures by recognizing and magnifying problems. He stresses the value of asking thought-provoking questions rather than providing cookie-cutter solutions. The Complexity Curve with Guest Paul Saganey

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, in discussing the importance of insurance in financial planning and the need for customized solutions … Read More Read More

In an industry focused on creating wealth and building client investments, the idea of client relationships and services can seem like a secondary priority. Those connections are the foundation of any financial advisor and client relationship. In this episode, Matt Ackermann speaks with Josh Benson, Vice President of Strategic Relations at Integrated Partners, on why … Read More Read More

When someone leaves a positive review about your business, that can be great advertising. But when does it cross the line between freely given advertisements and paid or encouraged endorsements? In this episode, Matt Ackermann is joined by John Cataldo, President-Advisory Services and Chief Legal Officer at Integrated Partners, in discussing the importance of understanding … Continue reading The Rules of Advertisement, Endorsements and Referrals With John Cataldo (Ep. 47) →

"You should take it personally if you don't get quoted in an article when you spent time engaging on a certain topic. You should want to improve and figure out why it is that you didn't get in the piece. And any good PR team is gonna help you get to the bottom of that and get better the next time out." - Jason Lahita-Through his own experiences and real-life anecdotes, Jason Lahita uncovers the intricacies of the PR landscape, from mastering the art of storytelling to cultivating transparent and fruitful relationships with the media. Discover the ever-changing media landscape and gain invaluable insights and strategies for navigating the PR game with finesse.Tune in and unlock the secrets to leveraging media opportunities for ultimate success.-Jason's varied skillset includes — but is not limited to — the ability to sell fine wine, fixing US Navy warplanes as an avionics technician, sports and nautical themed metaphors, and a refined understanding of high-quality PR practices acquired over years of experience playing the game.After working in PR at United Capital Financial Advisors and receiving his MBA from UC Irvine, he started his first PR shop, FiComm Partners, in 2012. For six years, Jason built the company alongside an awesome business partner who had joined in 2014. At the close of those years, the two found that they wanted different things for their small orange business, so Jason departed for his next chapter – starting an actual orange business. Just kidding, although if it had been an orange business, things might have gone differently. Oranges are oranges, after all.Leaving FiComm in good hands, Jason returned to his roots of working within RIAs in 2018 when he joined Integrated Partners, a fantastic financial firm that reminded him a lot of United Capital. For two years, he ran PR inside this great organization, until one day, it was time for Jason to set forth and start anew in 2020.And so, StreetCred PR was born, with Integrated Partners as the company's first client. Soon new clients joined, and then more clients, and a growing team of fantastic people driving the work.-Follow us on socials and thank you for your continued support! Hosted on Acast. See acast.com/privacy for more information.

Robert Sandrew, Chief Growth Officer at Integrated Partners, discusses the trends that he's seeing in the RIA M&A world, what he looks for in potential RIA acquisition targets, and the key characteristics that have led to Integrated Partners' success.

CPAs require rigorous testing, hours of training and most importantly,  a high level of ethics. These three aspects contribute to the growing need for CPAs and their personal connections with clients. In this episode, Matt Ackermann speaks with Seth Fineberg, a freelance editor and account industry consultant, and Paul Saganey from Integrated Partners. They focus … Continue reading The Growing Role of CPAs in Financial Planning With Seth Fineberg and Paul Saganey (Ep. 45) →

Financial firms have to communicate with various audiences, from investors and analysts to the media, regulators, and the general public. Each of these groups has its own specific needs and concerns. With the right PR partner who understands the challenges and nuances of the industry, only then can they develop the right strategies and messages that will resonate with each audience.   In this episode, Ali and Marc talk with StreetCred Communications' Founding Partner, Jason Lahita and Managing Partner, Jimmy Moock. Compelled to reignite his entrepreneurial flame, Jason launched StreetCred Communications. With a deep determination and Integrated Partners as his first client, he built the PR agency he had always envisioned. In March of 2021, Jason's good friend Jimmy joined him as an equity partner and PR Team Commanding Officer. This brought to fruition a dream the duo had often talked about at various industry events. Providing public relations services to financial firms, Jason and Jimmy talk with Ali and Marc about what it takes to be the best public relations professional, what it means for firms to be authentic, and what the future trends in wealth management are from a communication perspective. Key Takeaways [00:48] - The role of Jason and Jimmy in the financial services industry. [03:44] - How enterprise consolidation impacts brand marketing. [08:26] - The backbone of the tech stack. [09:50] - What it means for firms to be authentic. [14:45] - The rules in public relations. [21:00] - The parallels between fintech and public relations. [21:58] - What advisors should consider when communicating with potential clients or the public. [26:36] - The role of technology in enabling client communication. [27:36] - The future trends in wealth management from a communication perspective. [31:33] - How Jason and Jimmy measure their success in serving clients. Quotes [08:35] - "CRM is the backbone of the tech stack. We look at it as the exoskeleton of a technology stack." ~ Jason Lahita [10:37] - "It's important for firms to be their authentic selves, to lean in into the culture of who they are, to carve out a spot for themselves in terms of industry media and able to carve out attention for themselves in front of consumer-facing media." ~ Jimmy Moock [16:43] - "We think of ourselves as the sword and shield for our clients. It's okay to take this personally, and you have to buy into your client's messaging and how they're positioning themselves to the press. Only if you can let yourself go and absorb those messages, emotion, intensity, and passion for what you do can you be the best PR practitioner." ~ Jason Lahita Links  Jason Lahita on LinkedIn Jason Lahita on Twitter Jimmy Moock on LinkedIn Jimmy Moock on Twitter StreedCred PR Joe Duran Goldman Sachs Orion Advisor Solutions Redtail Technology Hightower Advisors Dynasty Financial Partners Focus Financial Partners CI Financial Connect with our hosts Ali McCarthy Marc Butler Skience Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts

Influence has become a key factor in growing a business and connecting with individuals. How can you increase influence to grow your business through key individuals and company wide synergy? In this episode, Matt Ackermann is joined by John Pastore, Senior Vice President and Private Wealth Manager of Integrated Partners, and Steve Vono, Senior Vice … Continue reading Making The Great Even Better With John Pastore and Steve Vono (Ep. 41) →

FAs have been trying to break into the CPA trusted advisors space for years to minimal success. Yet Paul Saganey jumped into the space before it was mainstream and pioneered the CPA partnership model that has significantly contributed to his firm's growth. Paul's firm Integrated Partners is one of the fastest organic growth RIAs in the USA. Learn what Paul and his team are doing to achieve this growth and how they have mastered the FA/CPA partnership for collaborative advice and serving HNW clients.Adam & Derek discuss:Why your clients' timeline is more important than your ownHow to use your “VCR” for growthThe importance of having a 25 year planHow to change your approach to succession planningHow to form relationships with CPAs to double your practice without doubling your client countHow building a financial services dream team is a lot like Dungeons & Dragons!Resources:Connect with Paul on LinkedInCheck out Integrated PartnersPaul's book “Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm's Elite Wealth Management Practice”Follow RethinkFA on LinkedInApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map Demosupport@asset-mapAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek NotmanTwitter: ConneqtorFacebook: Conneqtor YouTube: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

Paul Saganey CFP® is the President and Founder of Integrated Partners, which has been helping financial advisors to achieve their entrepreneurial vision since its launch in 1996.  Integrated offers comprehensive business-building services, designed with the independent advisor in mind. Paul realized early on the benefit of actors in both wealth management and accounting spaces coming together to better serve their clients, which led him to found the Integrated CPA Alliance. It offers CPAs access to enhanced services and provides three key differentiators to help them grow their firm: Revenue sharing, strategic structure, branding, and awareness through marketing. His book, Optimize the Financial Lives of Clients: Harness the power of an accounting firm's elite wealth management practice dives into the key problems accounting firms face today and takes the reader through concepts to help solve these issues.

Paul Saganey CFP® is the President and Founder of Integrated Partners, which has been helping financial advisors to achieve their entrepreneurial vision since its launch in 1996.  Integrated offers comprehensive business-building services, designed with the independent advisor in mind. Paul realized early on the benefit of actors in both wealth management and accounting spaces coming together to better serve their clients, which led him to found the Integrated CPA Alliance. It offers CPAs access to enhanced services and provides three key differentiators to help them grow their firm: Revenue sharing, strategic structure, branding, and awareness through marketing. His book, Optimize the Financial Lives of Clients: Harness the power of an accounting firm's elite wealth management practice dives into the key problems accounting firms face today and takes the reader through concepts to help solve these issues.

A McKinsey study reveals that superior talent is up to EIGHT times more productive. How can you locate these talented individuals within a group of interviewees? In this episode, Matt Ackermann is joined by Andree Mohr, Chief Implementation Officer at Integrated Partners, and Liz Manibay, Managing Director of Charles Schwab, on finding and keeping great … Continue reading Finding – And Keeping – Amazing Talent With Andree Mohr and Liz Manibay (Ep.38) →

There are two major F words often used to answer why people save: family or future. In this episode, Matt Ackermann is joined by Paul Saganey, President and Founder of Integrated Partners, as well as a good friend, in discussing why people save and the role of family and future within financial planning. Paul discusses: … Continue reading The Two F's Of Financial Planning With Paul Saganey (Ep.36) →

Paul Saganey is the President and Founder of Integrated Partners, which has been helping financial advisors to achieve their entrepreneurial vision since its launch in 1996.  Integrated Partners offers comprehensive business-building services, designed with the independent advisor in mind.  A born innovator, Paul realized the benefit of actors in both wealth management and accounting spaces coming together to better serve their clients, which is what ultimately led him to found the Integrated CPA Alliance, offering CPAs access to enhanced services, and providing key differentiators to help them grow their firm.

Paul Saganey is the President and Founder of Integrated Partners, which has been helping financial advisors to achieve their entrepreneurial vision since its launch in 1996.  Integrated Partners offers comprehensive business-building services, designed with the independent advisor in mind.  A born innovator, Paul realized the benefit of actors in both wealth management and accounting spaces coming together to better serve their clients, which is what ultimately led him to found the Integrated CPA Alliance, offering CPAs access to enhanced services, and providing key differentiators to help them grow their firm.

With technology's constant evolution, the number of ways financial advisors can provide efficient and comprehensive advice increases through the tools we now have access to.  In this episode, Matt Ackermann is joined by the FPA Carol Anderson, President of MQ Research And Education, and Andree Peterson, Chief Implementation Officer at Integrated Partners. They reveal how … Continue reading The Evolution Of Client Communication With Carol Anderson and Andree Peterson (Ep.31) →

Many business owners fear competition but a true entrepreneur understands the benefits of healthy competition. In this episode, Matt Ackermann is joined by Jeff Concepcion from  Stratos Wealth Partners and Paul Saganey from Integrated Partners. Jeff and Paul share how their relationship began, the perceived competition between advisors and companies and how they work. Jeff … Continue reading Competition, Collaboration, and Concepcion With Jeff Concepcion and Paul Saganey (30) →

Several decades ago retirement planning was as simple as signing up for your company's pension plan. Now, less than 70% of people have access. In this episode, Matt Ackermann is joined by Jason Grantz, a recent addition to Integrated Partners. Jason clarifies several myths and misconceptions surrounding retirement planning and discusses how modern retirement planning … Continue reading 23. Plan For Retirement With A Retirement Plan Expert With Jason Grantz →

50% of advisors are looking to make or are planning a move. Are you ready to make a change? In this episode, Matt Ackermann is joined by Robert Sandrew, Chief Growth Officer  and David Kline of Integrated Partners. They discuss the importance of change for clients and advisors and the benefit of evolution. David shares … Continue reading 22. The Journey Into The Unknown With David Kline And Robert Sandrew Chief Growth Officer →

Today's conversation is with Paul Saganey, Founder & President of Integrated Partners. Integrated Partners is a hybrid RIA headquartered in Waltham, Massachusetts that manages over $10 billion for about 18,000 affluent clients. They specialize is helping CPA's offer financial services to their own affluent clients.

Growth is complex. Growth is an aspiration, a hope but few have a real strategy on how, where and most importantly why they want to grow. In this episode, Matt Ackermann is joined by Paul Saganey, president and founder of Integrated Partners, and Angie Herbers, Managing Partner at Herbers & Company. Together they discuss the … Continue reading 20. Turn Visions Of Growth Into Reality With Paul Saganey and Angie Herbers →

Now, more than ever, advisors have options and opportunities to put them ahead of the competition.  In this episode, Matt Ackermann is joined with Louis Diamond of Diamond Consultants and Robert Sandrew of Integrated Partners as they discuss the process of making the move to being an independent advisor. Matt, Louis and Robert discuss what … Continue reading 17. Working as an Independent Advisor with Louis Diamond & Robert Sandrew →

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.

Compliance departments can often get a bad reputation and be seen as the bad guys within a company. In reality, they are ensuring that all communication made within the organization stays within set regulations.  In this episode, Matt Ackermann is joined by John Cataldo, chief legal officer with Integrated Partners, and they dive into compliance. … Continue reading Episode 11 – Understanding Compliance – with guest John Cataldo →

Regular listeners to the Veterinary Survival Show know how important it is to have a great CPA like our cohost Mark McGaunn on their side, but who are the other key players in your 'financial team'? Join us as we talk with Andrew Ross, CFP®, a veterinary financial planner with Integrated Partners. Andrew dives into what future practice owners will want to consider before they pull the trigger on purchasing or starting a practice, as well as tips how to plan for the future-- both personally and professionally. Cohost Jenni shares her personal experience with working alongside Andrew, and how he has boosted her business strategy over the years. Mark gives his feedback on the importance of communication between the CPA, financial planner, and of course, the client. Don't miss this highly educational episode!

Paul Saganey is the President and Founder of Integrated Partners, a hybrid RIA based out of Waltham, MA, that manages over $10 billion for 18,000 affluent clients. Paul has managed to generate hyper growth for his firm through strategic alliances with accountants who act as a resource for CPA firms to build out their financial services divisions. In this episode, Paul details how he built his advisory firm through a robust referral program with CPAs, including the terms of engagement and how they structured client interactions. He also shares why he made the decision to partner with CPAs in particular, and how that partnership has helped him scale and grow to manage fewer clients who are more affluent. For show notes and more visit: https://www.kitces.com/226

Financial advisors looking to join a partner have personal expectations as well as their recruiters. In this episode, Matt Ackermann is joined by Robert Sandrew, chief growth officer at Integrated Partners, and Ryan Shanks, co-founder of FA Match. Matt, Robert and Ryan dive into how recruitment has evolved during COVID, revealing what companies are looking … Continue reading Episode 8 – The New Age of Recruitment – with Robert Sandrew and Ryan Shanks →

Culture is a word often used, but how critical is culture for a company? In this episode, Matt Ackermann is joined by Andree Peterson, chief implementation officer at Integrated Partners and George Moriarty, chief content officer at Investment News. Discover what culture is within a company and the importance of fostering a culture. In this … Continue reading Episode 5 – The Culture of Businesses – with Andree Peterson and George Moriarty →

2020 has become historic for all the wrong reasons, but what if we found the right reason to call it historic?  In this episode, Matt Ackermann is joined by Mark Bruno from Echelon Partners and Integrated Partners own Robert Sandrew. Together they review how COVID has impacted the wealth management industry and what the future … Continue reading Episode 4 – 2021 And Beyond – with Mark Bruno and Robert Sandrew →

In this episode, we sit down with Alex Chalekian, Founder of Lake Avenue Financial and Head of Acquisitions at Integrated Partners. With a lot of the conversations heating up around M&A activity in the RIA space, we wanted to get Alex's perspective on what the future holds for RIAs across the country, and what RIAs can do to different yourself as more and more advisors break away.  For more, visit www.thesevengroup.com

In our thirteenth episode we sit down with guest Alex Chalekian to discuss:Alex and Lake Avenue Financial's big announcement with Integrated Partners.Alex's experience gained through previous advisor acquisitions.What opportunities and challenges can be hidden in the acquisition process.Acquisition resources for Advisors. See acast.com/privacy for privacy and opt-out information.