Our Chief Growth Officer Rob Sandrew believes this is just the beginning of the "independence movement" for financial advisors. Watch him and Gregg Greenberg discuss why via InvestmentNews at the Snappy Kraken #joltconference investmentnews.com/video/223144

Great tweet to start my Friday 😂. On course manicure and hot pockets

Our President and Founder Paul Saganey shared what motivated him to create a firm that turns entrepreneurial vision into results with edkless on the Sage USA Thought Leadership podcast #cpaalliance #CPA sagethoughtleadership.com/saganey?tdest_…

Our new family office services will cater to “clients who require planning for passing wealth to the next generation or multiple generations, not just saving for retirement over a single lifetime,” said Stephen Kolano via WealthManagement.com Diana Britton wealthmanagement.com/high-net-worth…

Steve Kolano joined Integrated Partners for one reason: to bring “Simplicity to generational wealth transfer” and to "fortify family legacies.” I guess that’s two reasons. Check out how he plans to do it in this article from ThinkAdvisor thinkadvisor.com/2022/07/13/int…

Being ranked for the 2nd year in a row as SmartAsset's fastest-growing financial advisor firm is a testament that our message of letting advisors build the firm they envisioned is resonating in a major way. smartasset.com/data-studies/t… 🚀📈

What Keeps Advisors From Making Big Moves in their Career? ow.ly/JFRp30soGmj Integrated Partners

Congratulations to our friends over at Integrated Partners on their incredible three-year growth in AUM and client acquisition. 👏 #RIA #GoingIndependent #IndependentAdvisor #FinServ #Acquisition

Since 1996, we've helped financial advisors achieve their entrepreneurial vision by offering comprehensive business building services with the truly independent advisor in mind. We've been ranked as the fastest-growing RIA two years in a row by SmartAsset bit.ly/3BCmTTH

Our CPA Alliance was designed over 25 years ago to pair advisors with CPAs to provide a consistent referral stream to access their ideal clients and help move their practice up market. Our CPA Alliance helps build meaningful revenue-sharing relationships. integrated-partners.com/cpa-alliance-f…

The entire @StreetCredPR team is fired up to spend time with our family at Integrated Partners next week. If you’re heading down to #FutureProofAC, keep an eye out for Rob Sandrew Andree Mohr and Matt Ackermann! 🔥😎

.Matt Ackermann, Chief Content Officer at Integrated Partners, works with over 160 advisors on their content strategies. He tells us his top tips for a successful content creation strategy - with Courtney McQuade at @FutureProofAC. #FutureProofAC

Really enjoyed sitting down with AdvisorEngine's Suleman Din talking about #FutureProofAC and our CPA Program. Congrats on Action! Magazine. Volume 1 had amazing insights!

Now that we're back from @FutureProofAC, what advice that you heard are you implementing in your practice and/or firm? #FutureProofAC By the way, our Rob Sandrew Andree Mohr and Matt Ackermann loved seeing everyone.

A huge part of Integrated Partners #growth and #success is due to the #CPA alliance. Paul Saganey, Homer Smith , and Russ Alan Prince have joined forces to bring you "Optimizing the Financial Lives of Clients" available on Amazon on November 1st. #EliteCPA

✈️ In-flight reading on the way to #SchwabIMPACT: Paul Saganey’s new book, Optimizing the Financial Lives of Clients, which offers key strategies for building successful relationships between financial advisors & CPAs. Learn more & snag your copy: bwnews.pr/3DQ9oQX

Do you want to build deeper relationships with CPAs so you can upscale your business? Rob Sandrew, the Chief Growth Officer at Integrated Partners, shares how to build beneficial relationships with CPAs that are grounded in trust 🎧 bit.ly/3fplfvW #BeYourOwnLoud

“A sports team’s offense can’t exist without a defense, and an advisory firm’s front office can’t exist without the back office.” Integrated Partners President Paul Saganey sat down with Wealth Solutions Report to discuss why you should partner with a CPA. bit.ly/3G6tUyf

🎙️Just Launched: The Advisor Growth Journey Podcast🎙️ Real stories from independent financial advisors who have overcome challenges, missteps and failures. Congrats to the Integrated Partners and FP Transitions teams on a successful launch! Subscribe here: apple.co/3hmGFKI

Happy Thanksgiving. We're so grateful for our clients' continued trust in our expertise & to our dedicated staff whose holistic financial plans help our clients achieve financial success.