Tag: innovation

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
The Accidental Advisor with Mona Santos [Episode 60]

The Accidental Advisor with Mona Santos [Episode 60]

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Sometimes the most powerful careers are born out of integrity and courage. When Mona Santos uncovered unethical behavior in her workplace, she did what few have the courage to do, she spoke up. With no whistleblower protection and no safety net, Mona was fired. But that moment became the catalyst for something greater.

Determined to build a life defined by honesty, compassion, and independence, Mona became a financial advisor on her own terms. In this episode, Mona Santos, Certified Financial Planner and co-founder of Glide Path Financial, shares with our host Matt Ackermann her story through tragedy, entrepreneurship, and resilience. How she turned pain purpose and built a 25-year career rooted in empathy and authenticity.

Today, she helps others design lives of meaning and freedom; the same way she rebuilt her own. Her story is one of courage, character, and the beauty of creating success by helping others do the same.

Connect With Matt Ackermann:

 

Connect with Mona Santos

 

About our Guest

Working as a financial advisor for over 20 years, Mona specializes in providing comprehensive financial planning and wealth management services to individuals, families and business owners. With compassion at the crux of her practice, Mona specifically enjoys helping independent female clients, where she can offer support for women going through life-changing events, such as divorce, death of a spouse or retirement.

Having suffered many of her own personal setbacks, these life experiences have fueled Mona’s passion for helping others. She works diligently to help clients develop the confidence that with a good plan, it is possible to survive – and thrive – through anything life throws at them.

Mona’s mission is simple: To listen empathetically, uncover critical values, and build a plan to help clients live a well-rounded life of financial confidence and resilience.

Whether you are a professional at a thriving company, a business owner looking to sell in the next five years or preparing for a milestone like retirement, Mona follows a values-based financial planning process where she designs a financial roadmap for clients and meets with them every four months to discuss their plan and chart their progress.

Working in a fiduciary capacity to her advisory clients, it is Mona’s legal duty to put her clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Services include:

  • Investment Management
  • Cash Flow Management
  • Retirement Planning
  • Insurance Consulting
  • Estate Planning
  • Business Owner Planning

Mona graduated from Methodist University with degrees in political science and international studies. She is married to her husband, Kirk and has a son, Gabriel. An adventurer at heart, Mona loves to travel, sing, and meet new people. A bibliophile, she rarely reads less than three books at a time and has never met a microphone she was afraid of. Ramona is also an award-winning actress and an avid runner.

 

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
Centerstage: How to Become the Star of Your Practice [Ep. 55]

Centerstage: How to Become the Star of Your Practice [Ep. 55]

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As an entrepreneurial advisor, how do you stand out and thrive at the center of your practice? Are you working seven days a week, are you the first one in and last one out of the office, are you feeling like you have to do everything and often ask yourself… is there a better way?

With the right tools and storytelling, host Matt Ackermann, along side his friends & colleagues Andree Mohr, President of Integrated Partners, and Paul Saganey, Founder & CEO of Integrated Partners wrote a book to guide you to becoming the star of your practice because there is a better way!

As a financial advisor you may not see the similarities between yourself and Elton John or Taylor Swift but in the next 30 minutes you’ll understand the reference and you’ll be ignited to learn more.

Its not how hard you work, it’s how effective you work.

About the Book

Get your copy here!

For entrepreneurial financial advisors, becoming the star of your practice can feel impossible.

You’ve spent your career working so hard IN the business that you’ve forgotten to work ON the business.

At some point, you need to stop carrying the amps and take center stage.

This book takes you through analogies from rock stars, legendary artists and emerging musicians to help you develop the financial advisory practice of
your dreams.

It is time to take your business to the next level while you shine in the spotlight!

Utilizing successful business processes created at Integrated Partners, “Center Stage: How to Become the Star of Your Practice” is a framework of carefully crafted stories, first-person narratives, and applicable takeaway “music lessons” to help you and your business shine one step at a time.

This book will help you discover how to evaluate your practice goals, ramp up your
marketing strategies, find the right growth partners, establish a qualified team to
drive the practice to the next level, and much more.

The mic checks are done, and the curtain is ready to rise. Are you ready to make your entrance and take center stage? Your practice, your partners, and that entrepreneur inside of you certainly is.

 

About Our Guest:

Andree Mohr

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.

Paul Saganey

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

Connect with Andree Mohr:

Connect with Paul Saganey: 

Connect With Matt Ackermann:

 

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
Episode 6 – The Evolution of Innovation with Edmond Walters

Episode 6 – The Evolution of Innovation with Edmond Walters

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Innovation is a word that’s often overused and even more frequently missed completely. 

In this episode, Matt Ackermann is joined by Edmond Walters, CEO and co-founder of Apprise Labs and founder and former CEO of eMoney Advisors. Edmond shares his knowledge and insight into the evolution of business and what innovation truly is.

In this episode, you will learn:

  • What is innovation
  • How customers impact the services provided
  • The role of innovation in business
  • The importance of communicating with your clients
  • And more!

Discover the truth about innovation from Edmond Walters, CEO and co-founder of Apprise Labs, in this episode of Perfectly Integrated!

Resources: Matt Ackermann | Integrated Partners | Apprise Labs | eMoney Advisors | Edmond Walters

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.

 Edmond Walters is the CEO and co-founder of Apprise Labs and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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