Search

Home > Financial Advisor Success > Ep 226: Building CPA Alliances To Reach A More Affluent Clientele To Serve with Paul Saganey
Podcast: Financial Advisor Success
Episode:

Ep 226: Building CPA Alliances To Reach A More Affluent Clientele To Serve with Paul Saganey
Category: News & Politics
Duration: 01:29:50
Publish Date: 2021-04-27 11:00:00
Description:

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
Total Play: 0

Some more Podcasts by Michael Kitces

500+ Episodes
Financial Ad .. 10+     6