The Secret to Financial Advisors & CPA Collaboration Featuring Paul Saganey

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.Paul, 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.