Financial Planning | Perfectly Integrated

For many advisors, growing their business means growing their workload. How can a partnership balance the two?

In this episode, Matt Ackermann speaks with David Kline, a private wealth advisor with Integrated Financial Partners, and Mark McGaunn, CEO of McGaunn and Schwadron, on the connection between partnerships and growth within the business.

David and Mark discusses:

What does growth mena to them
How did they initially connect and why do they continue working together
What benefits does a partnership provide to clients
How has the partnership allowed them both to thrive
And more

Connect With David Kline:

Connect with Mark Mcgaunn:

Connect With Matt Ackermann:

About Our Guest:

David Kline

As a Private Wealth Advisor, David specializes in helping business executives, professionals, high net worth individuals, and their families navigate the complexities of their financial lives. After obtaining an in-depth understanding of each client’s situation, his team will identify potential gaps and create customized strategies to address their concerns.

Mark McGaunn

Mark plays a special role in the lives of his clients. Known as “the bow-tie guy”, he has consulted veterinarians and dentists nationally for more than 30 years, and been featured in magazines, conferences, and live events around the world.

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.

Mark McGaunn is Mcgaunn and Schwadron and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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There are two major F words often used to answer why people save: family or future.

In this episode, Matt Ackermann is joined by Paul Saganey, President and Founder of Integrated Partners, as well as a good friend, in discussing why people save and the role of family and future within financial planning.

Paul discusses:

What inspires financial savings
The importance of having the right people for the right job
How financial planners have evolved with the clients
Why family is important in financial planning
And more

Connect With Paul Saganey:

Paul Saganey

Connect With Matt Ackermann:

About Our Guest:

As a practicing advisor for over 30 years, Paul Saganey understands what it’s like to build a strong practice and deepen existing relationships. When he launched integrated in 1996, it was his goal to build, alongside fellow advisors, an organization that offers vision, support and direction for the future growth of their practices. By collaborating with industry professionals and his peers, Paul researches the economic and regulatory landscape to move towards that goal.

Disclosure:

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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Perfectly Integrated

Tag Archives: Financial Planning

The Power Of Partnerships In Growth With David Kline (Ep. 40)

The Two F’s Of Financial Planning With Paul Saganey (Ep.36)