22. The Journey Into The Unknown With David Kline And Robert Sandrew Chief Growth Officer

50% of advisors are looking to make or are planning a move. Are you ready to make a change?

In this episode, Matt Ackermann is joined by Robert Sandrew, Chief Growth Officer  and David Kline of Integrated Partners. They discuss the importance of change for clients and advisors and the benefit of evolution. David shares his experience of changing companies and how he has developed within Integrated Partners.

They discuss:

  • Why advisors are resistant to change
  • How David made the move to Integrated Partners
  • What is the next step after transitioning
  • The importance of reviewing your plan every quarter
  • And more

Connect With Matt Ackermann, Robert Sandrew and David Kline:


Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.