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Episode 49  |  34:34 min

Ep 049: Paul Saganey - Helping CPA's Succeed in the Financial Services Industry & Serving Affluent Clientele

Episode 49  |  34:34 min  |  10.14.2021

Ep 049: Paul Saganey - Helping CPA's Succeed in the Financial Services Industry & Serving Affluent Clientele

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This is a podcast episode titled, Ep 049: Paul Saganey - Helping CPA's Succeed in the Financial Services Industry & Serving Affluent Clientele. The summary for this episode is: <p>Today’s conversation is with Paul Saganey, Founder &amp; 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. </p>

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.

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Paul Saganey, CFP®
Founder & President
I support our growth by providing the vision and direction for the future of the organization. By collaborating with industry professionals and my peers, I research the economic and regulatory landscape to maintain our status as one of the premiere financial planning organizations in the country. Having worked with many business owners and high net worth individuals, I also personally coach and train advisors so they can be successful with HNW clients. Complimenting that, I recognize the value in helping advisors find efficiencies in all aspects of their business and guide our initiatives to offer a broad menu of practice management services to advisors: from marketing and compliance to office relocation assistance and staff training/role definition.
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