Integrated Partners

Many private wealth professionals, including wealth managers, T&E attorneys and accountants, aspire to move upmarket and work with ultra-wealthy clients, but connecting with and serving super-rich families can be challenging. According to Rob Sandrew, our Chief Growth Officer, referrals from trusted professionals are key to establishing those relationships. 🗣️ “For super-rich families, referrals from professionals they are highly confident in are a very astute risk reduction approach...If the external expert referred is not ‘elite,’ the professional's judgment can be questioned, with possible adverse consequences for their relationship with the super-rich family.” To discover how advisors can connect with this clientele segment, check out the latest article from Russ Alan Prince, Jerry Prince and Homer Smith's for Financial Advisor Magazine: https://lnkd.in/gGk3mxDZ  ____________________________________________________________________________________ #IntegratedPartners #Integrated #FamillyOffice #RIA #wealthmangement #UHNW #highnetworth #family #generationalwealth #wealth #clientservices #finance #wealthadvisor #financialadvisor #advisors #wealthmanager #investmentmanagement #famillyofficeservices #partnership #WeBelieveInAdvisors

#AI is advancing at an incredible pace, introducing innovative tools that can save #advisors and their teams time and money. However, navigating the initial steps toward making smart tech-stack decisions can feel overwhelming. Our President, Andree Mohr, believes education is key to successfully integrating these new technologies. 🗝️ 🗣️ "There's so many new tools coming at us, and if you just jump in and start using, that is a negative to AI, because you need to take the time to learn the tech and learn to properly leverage it." For more of Andree's insights, revisit her panel from the recent Financial Planning #ADVISEAI event via Cat Auer: https://lnkd.in/gegQyU3V ____________________________________________________________________________________ #IntegratedPartners #Integrated #RIA #wealthmanagement #fintech #techstack #integration #artificialintelligence #advisors #financialadvisor #wealthmanager #financialservices #practice #technology #education #industryleaders #finance #financialplanning #clientservices #compliance #WeBelieveInAdvisors

❔Should US wealth managers follow the recent surge in Chinese stocks❔ Our Chief Investment Officer, Stephen Kolano, CFA, remains cautious. While some Chinese stocks are soaring, concerns over China's real estate issues, slower-than-expected growth, and increased government intervention lead us to favor a more balanced approach. “The real estate issues in China are large and it is uncertain as to their extent and how deep the issues run in terms of vacancy rates and their impact on debt underwriting that occurred years ago to finance many of the projects at much lower costs of capital than we are seeing today...Many of the real estate issues sit at the municipal and regional levels which adds an additional layer of opaqueness to the problem.” 💡Learn more of Steve's insights here via Gregg Greenberg for InvestmentNews: https://lnkd.in/gc7XjYtw ____________________________________________________________________________________ #IntegratedPartners #Integrated #RIA #investments #wealthmangement #stocks #bonds #interestrates #realestate #advisors #finance #marketandeconomy #China #etf #equities #investmentnews #financialadvisors #wealthmanager #WeBelieveInAdvisors

As the wealth management industry prepares for a significant wave of retirements, the importance of a well-structured succession plan has never been more critical. In his latest article for Citywire, our Chief Growth Officer, Rob Sandrew, underscores the urgency of proactive planning to safeguard a firm’s legacy, culture, and valuation. With 20% of advisors planning to retire within the next five years, firms that neglect to mentor and prepare the next generation risk losing valuable clients and jeopardizing business continuity. Here are some key considerations for developing your succession plan: 🔑Identify and mentor G2 advisors early 🔑Protect your firm’s culture and client relationships 🔑A well-defined plan boosts client and employee confidence Succession planning goes beyond a simple handoff; it’s about ensuring long-term growth and preserving the legacy you’ve worked so hard to build. Read more of Rob's insights in the full article here: https://lnkd.in/e8x2sxz5 ___________________________________________________________________________________ #IntegratedPartners #Integrated #RIA #wealthmangement #successionplan #retirement #finance #financialservices #culture #legacy #successionplanning #financialplanning #wealthadvisor #financialadvisor #WeBelieveInAdvisors

🎙️ Check out our #President, Andree Mohr on PodPony's The Weekly Fintape Podcast with host Brodrick Lothringer, MBA! 🎧 Andree discusses how we're empowering advisors through a strong focus on #growth, #technology, and #coaching! She highlights our training and development programs, that are shaping the next generation of advisors to provide even greater value to clients, all while leveraging AI tools to make a lasting impact in the industry. 🗣️“We have a team of experts, so depending on what you are trying to learn, we connect you with the right person…if you’ve done a great job working with a CPA and now you need help working with ultra-high-net worth clients, we have a team for that.” Tune in here to learn more from Andree and how we are supporting our advisors: https://lnkd.in/gTQsYwdp ___________________________________________________________________________________ #IntegratedPartners #Integrated #RIA #podcast #finance #fintech #AI #clientservices #wealthmanagement #financialadvisors #wealthadvisor #advisor #financialservices #partnership #network #collaborate #connect #leadership #WeBelieveInAdvisors

🗣️ "I always try to focus on things that we can control... If you can influence or control something, you've always got to follow up and tell people what's going on, communicate with them so they feel heard and they feel like you care about them."   Our #President, Andree Mohr, is featured in Financial Planning's latest The Ladder column, where she reflects on key moments in her career, including a mistake that sparked personal growth and helped pave her path to success. 🪜 To read more about Andree's inspiring journey to president, check out the full article from Rob Burgess here: https://lnkd.in/dssZycAc _____________________________________________________________________________________ #IntegratedPartners #Integrated #RIA #financialplanning #theladder #growth #personaldevelopment #partnership #finance #career #wealthmanagement #financialadvisors #financialservices #WeBelieveInAdvisors

📣 Who's attending Retirement Tax Services Tax Planning Summit this week in #Phoenix #Arizona? If so, look out for Paul Saganey CFP® on stage! Our #Founder and #CEO, is a wealth of knowledge in many facets of the industry and he's particularly passionate about sharing his expertise on #taxplanning, the relationship between #CPAs and #financialadvisors, and elevating client service. 🚀 He's excited to meet attendees and help others take their practice to the next level. _________________________________________________________________________ #IntegratedPartners #Integrated #CPAalliance #RIA #RTSsummit #tax #finance #conference #networking #event #TaxSummit #CFP #advisor #wealthadvisor #personaldevelopment #strategy #financialplanning #businessowners #taxes #accountants #wealthmangement #CPA #tax #clientservice #elevate #growth #WeBelieveInAdvisors

💫We’re excited to announce that Integrated Partners has been named to the 2024 Barron's Top 100 RIA Firms, coming in at 26! This marks a significant leap for our team from last year’s ranking and we couldn't be prouder. The #Top100RIA list shines a spotlight on the nation’s best independent advisory companies while aiming to raise industry standards. This is Barron's eighth annual ranking and is based on assets under management, growth, technology spending, succession planning, and other metrics. 🚀 A huge thank you to the #Integrated management team, our advisors and their teams for helping us reach this milestone! #Congratulations to all who were recognized! Be sure to check out the full list here: https://lnkd.in/evcPfj3H ___________________________________________________________________________________ #IntegratedPartners #Barrons #RIA #wealthmangement #advisoryfirm #wealthmanager #advisor #finance #financialservices #clientservices #advisory #wealth #partnership #financialadvisor #fintech #financialplanning #advisoryservices #growth #wealthadvisor #independentadvisor #financialadvisors #WeBelieveInAdvisors

🚀 Exciting news – we’re launching exclusive workshops with renowned private wealth expert Russ Alan Prince to give our #advisors the tools they need to attract, serve and retain high-profile clients. This game-changing initiative not only enhances our #advisor training but also marks a significant step in helping advisors expand their client networks and build strategic relationships with key influencers. Get ready to take your practice to new heights! 🔝🔥 Can’t make it to the workshops? Register for our upcoming webinar #TOMORROW, September 10th to learn from Russ Alan Prince and our Chief Growth Officer, Rob Sandrew: https://lnkd.in/eYd3SAwY https://lnkd.in/gafG6vCZ _____________________________________________________________________________________ #IntegratedPartners #Integrated #RIA #wealthmanagement #finance #privatewealthadvisor #familyoffice #webinar #joinus #clients #relationships #centersofinfluence #prospects #financialservices #clientservices #wealth #partnership #financialadvisor #CPA #wealthadvisor #independentadvisors #financialadvisors #financialplanning #WeBelieveInAdvisors

🎸 Bruce Springsteen's 1992 hit “Human Touch” may not have been a crystal ball for today's world, but its message mirrors the current shifts in the wealth management industry. John Pastore, CRPC®, Executive Vice President and Private Wealth Advisor, points out that the song’s sentiment captures the industry’s shift from transactional interactions to deeper, more meaningful relationships. To strengthen these connections, advisors should embrace holistic advice—bringing a bit of that "human touch." Don’t stay “Dancing in the Dark” with client service. Check out John’s latest article with Wealth Solutions Report for insights on building stronger client relationships: https://lnkd.in/eYuvNi8z ____________________________________________________________________________________ #IntegratedPartners #Integrated #RIA #wealthmanagement #advisor #finance #financialservices #clientservices #relationships #investor #industryleader #insights #holisticadvice #wealth #partnership #clients #CPA #wealthadvisor #independentadvisors #financialadvisors #WeBelieveInAdvisors