Integrated Partners

Advisors - you have your clients' backs. Who has yours? Join us. Let's talk!
Securities offered through LPL Financial, Member FINRA/SIPC, &

[Integrated Partners @Integrated4FAs]

#CPAs and financial advisors can be two peas in a pod like Lennon and McCartney. We've seen it over the last 25 years in our CPA Alliance. Our President @PaulSaganey shares his insights in his @AccountingToday article: https://t.co/kSyuKbS7Zg #EliteCPA #OptimizedAdvisor

[Integrated Partners @Integrated4FAs]

A podcast can be a great way for advisors to share their expertise beyond a client meeting.

In @wealth_report, @acketyack, Chief Brand Officer, shares advice for building a podcast with purpose, consistency & a clear distribution plan.

Read more: https://t.co/bdvYBnD8vw

[Integrated Partners @Integrated4FAs]

A great sale price doesn’t always mean more wealth for the family. As @HomerSmith_KWP shared with @InvestmentNews, what business owners do before a sale can make a multimillion-dollar difference in what they ultimately walk away with.

Read more here: https://t.co/bltyWGl1qx

[Integrated Partners @Integrated4FAs]

https://t.co/oo83vPrxTg

[Integrated Partners @Integrated4FAs]

The best hotels don’t just respond to guests need. They anticipate it. Wealth management can take the same approach. In her latest piece for @wealth_mgmt, president @amohr_24 explores how AI can help advisors deliver a more proactive, personal client experience.

Read more below!

[Integrated Partners @Integrated4FAs]

30 years in business. $30 billion in assets.

This achievement reflects the dedication of our team and the trust of the entrepreneurial advisors we’re honored to support as they build and grow their businesses.

Here’s to the next chapter. https://t.co/EHhgCmRpYb

[Integrated Partners @Integrated4FAs]

Clients today expect more than investment management & want holistic financial guidance backed by the right support and infrastructure. That’s why we’re proud City Square Wealth Management chose to join our growing advisor community.

Read more here: https://t.co/C3HYSfT23M

[Integrated Partners @Integrated4FAs]

UHNW investors are demanding more holistic, planning-led advice & advisors who meet that have real opportunity to grow.

Today we welcome SIGIL Family Office, built to deliver high-touch service without the constraints of a traditional model.

Learn more: https://t.co/76JV5o8agG

[Integrated Partners @Integrated4FAs]

The expanding UHNW market is a major growth opportunity for advisors ready to evolve—and we’re here with the tools, support and coaching to help. That’s why we’re excited to welcome Brick by Brick Wealth Advisors to our community.

Learn more: https://t.co/r3iFOfeigo

[Integrated Partners @Integrated4FAs]

“This is no longer ‘Next’ Gen, it’s generation now!"

That’s how President,@amohr_24, describes the increasing demand for women leadership in wealth management.

For additional insights from @wealth_report's #TopWomenIndustryLeaders, read here: https://t.co/k1Ns4xmu5N

[Integrated Partners @Integrated4FAs]

https://t.co/xmQPkpx7LL

[Integrated Partners @Integrated4FAs]

Selling a business is one of the biggest moments in an entrepreneur’s life—yet many go in without a plan.

As Homer Smith says, advisors need to guide clients through their most important transaction, to avoid any regret.

Read more via @TobySalFP for @finplan:

[Integrated Partners @Integrated4FAs]

Read his latest in @investmentnews to learn more: https://t.co/YqzQwKoSY2

[Integrated Partners @Integrated4FAs]

The first wave of breakaways reshaped wealth management. Now a second wave is emerging as advisors who went independent realize their RIA partner looks a lot like the wirehouse they left.

VP & head of advisor recruiting, Adrian Duran, shared why independence is being redefined

[Integrated Partners @Integrated4FAs]

Check out full interview via @wealth_mgmt : https://t.co/We1LsHjTy2

[Integrated Partners @Integrated4FAs]

Advisors are being asked to do more than ever before by clients - estate planning is the next step in that evolution.

At @WeAreWealth's #EstateCon, president @amohr_24 shared how we help our network become better coaches and communicators with the tools & resources they need.

[Integrated Partners @Integrated4FAs]

Business transitions are some of the most complex financial moments entrepreneurs face. That’s why we have launched Integrated Private Wealth—to guide business owners before, during and long after the deal closes.
Learn more about this new chapter here: https://t.co/f9O8dc0upM

[Integrated Partners @Integrated4FAs]

https://t.co/o4TnXGgzEp

[Integrated Partners @Integrated4FAs]

The financial advisory business is human—mistakes happen. What sets great leaders apart is how they respond. Josh Benson, VP of advisor development, says learning comes from failure. The best leaders choose mentorship over punishment. More via @steve_sgarm for @barronsadvisor:

[Integrated Partners @Integrated4FAs]

https://t.co/diMixGGpQ1

[Integrated Partners @Integrated4FAs]

Strategic CPA–advisor partnerships go beyond referrals—they drive better client outcomes. Our CPA Alliance connects professionals for deeper planning, stronger relationships & sustainable growth. President @amohr_24 says: understand how you can add value. More via @barronsadvisor