Tag: CPA

FEATURE
The Development and Milestones of the CPA Alliance with Paul Saganey and John Pastore Jr. [Episode 61]

The Development and Milestones of the CPA Alliance with Paul Saganey and John Pastore Jr. [Episode 61]

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What does it take to grow from a few accounting firm relationships to a nationwide network of more than 250 CPA partners?  Vision, perseverance, and a true belief in collaboration.

In this episode, host Matt Ackermann sits down with Paul Saganey, Founder and CEO of Integrated Partners, and John Pastore Jr., Wealth Advisor and Vice President of Integrated Partners, to unpack the story behind the firm’s renowned CPA Alliance and the lessons learned along the way.

They discuss:

  • How the CPA Alliance began and evolved
  • Designing a model that CPAs and advisors truly value
  • Building partnerships that drive growth and client success
  • Developing a team of experts and a culture where everyone thrives
  • Brand protection
  • The importance of problem-solving, and meaningful relationships
  • And so much more!

Hear how good times, uncertain times, a group of great humans, and the power of partnership developed the CPA Alliance and Integrated Partners into what it is today.

“We truly have yet to meet the people who will determine the future success of the company.”  – Paul Saganey via his friend Elle

 

 Connect With Matt Ackermann:

Connect with Paul Saganey

Connect with John Pastore Jr.

 

About our Guests

Paul Saganey

With over three decades in financial services, Paul transformed his vision of modern wealth management into reality. As the founder of Integrated Partners, he leads a nationwide RIA featuring 220+ entrepreneurial advisors and groundbreaking partnerships with 250+ accounting firms through the innovative Integrated CPA Alliance Program.

His journey through the financial services industry has given him unique insights into what makes advisory practices thrive. This comprehensive perspective drove him to establish Integrated Partners in 1996, pioneering a fee-based planning approach that puts relationships at the heart of wealth management.

At Integrated Partners, they’ve developed cutting-edge solutions like the Lifetime Income Model, The Business Owner Solution, and the Integrated Family Office, serving high-net-worth and ultra-high-net-worth families with elite services. Their success stems from a simple truth: building great practices requires exceptional people and seamless collaboration.

One of his greatest passions is mentoring advisors, helping them unlock efficiencies and build the practices of their dreams. When he’s not coaching the next generation of financial leaders, you’ll find him cheering on the Tennessee Titan’s with his family— he and his wife Jamie are proud parents of Dan, the Titan’s Vice President of Player Personnel, and blessed grandparents to three wonderful grandchildren.

John Pastore Jr.

As a Private Wealth Advisor with over 25 years of industry experience, he specializes in partnering with high-net-worth and ultra-high-net-worth individuals and business owners, seamlessly integrating his Family Focused Office model into their broader wealth management strategy. His practice is dedicated to helping clients build and expand their financial future, delivering a first-class experience at every step.

​John is a founding member of Integrated Financial Partners (Integrated) and developed their industry-recognized Professional Partner Program, a dynamic co-source model that partners financial advisors with CPAs, Attorneys and Property & Casualty professionals. Today, over 250 professionals nationwide are successfully partnering with Integrated.

​As Private Wealth Advisor and fiduciary in an advisory role:

  • He provides a full suite of wealth management services, including estate planning, business owner strategies, retirement planning, investment, and risk management. As an independent advisor, he puts needs first, acting solely in the best interests of his clients, recommending only those solutions that best align with their goals, values, and vision. Serving as a dedicated partner on their wealth journey, he’s often their first call for life’s most exciting and important financial decisions.

As Executive Vice President:

  • He oversees Integrated’s Professional Partner Program and consults with CPA and law firms as they integrate wealth management and financial planning services into their core offerings. His collaborative approach makes Integrated the partner of choice for professionals who value their independence while recognizing the importance of being surrounded by a talented team.

 

Disclosure:

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.

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FEATURE
Find The Who’s And Trust The Process With Andree Mohr and John Pastore (Ep. 33)

Find The Who’s And Trust The Process With Andree Mohr and John Pastore (Ep. 33)

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When an advisor is building a business, it is easy to become swept up in what they think are fires, instead of growing their business. What they are missing is the importance of sticking to a process and finding professionals who can help build their referrals.

In this episode, Matt Ackermann is joined by Andree Mohr, Chief Implementation Officer and John Pastore, Senior Vice President & Private Wealth Manager of Integrated Partners. The trio discuss why building a business in rainmaking is difficult for advisors and how they can develop their practice through partnerships with CPAs. Andree and John reveal the key components to a successful partnership for both parties.

Andree and John discuss:

  • How working with centers of influence can be the answer to finding referrals
  • Why advisors need to trust the process
  • How to overcome hurdles in relationships between advisors and CPAs
  • The importance of putting in the work
  • And more

Connect with Andree Mohr:

Connect With John Pastore:

Connect With Matt Ackermann:

About Our Guests:

Andree Mohr takes great pride in her ability to effectively transition advisors to Integrated, creating a smooth process for all involved. Our partner firms have made an important decision by choosing Integrated Partners. Having managed the transition of over 160 advisors and 50,000+ client accounts, Andree has witnessed first-hand how crucial it is to maintain discipline, apply a strong process and ensure that she is with our new team members every step of the way as they come aboard.

John Pastore’s background traces his roots back to Marriott International where a “spirit to serve” was drilled into him. This ethic led to him being promoted to Director of National Accounts where he held relationships with some of Marriott’s biggest clients. John brought that same dedication and philosophy to Integrated while building the Professional Partner Program. 

Disclosure:

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.

 

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