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Financial Advisor Success Podcast! My guest on today’s podcast is Paul Saganey. Paul is the president and founder of Integrated Partners, a hybrid RIA headquartered in Waltham, Mass., that manages over $10 billion for about 18,000 affluent clients. What’s unique about Paul, though, is how he’s generated hypergrowth for his firm through building strategic alliances with accountants, acting as a resource for CPA firms to build out their own “financial services divisions,” where Integrated Partners supports behind the scenes and the CPAs can remain the “heroes” for their clients throughout the process. In this episode, we talk in depth about how Paul learned early in his career about the power of referrals from professionals with established relationships when he was an insurance agent creating estate plans for the high-net-worth clients of wirehouse advisors, how Paul expanded that model and generated initial success by doing financial and estate plans for partners at

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