Rob Sandrew

Chief Growth Officer Integrated Partners. Securities offered through LPL Financial, Member SIPC

[Rob Sandrew @Rob_Sandrew]

@MattHalloran_ @Integrated4FAs #orion2023

[Integrated Partners @Integrated4FAs]

Happy Thanksgiving. We're so grateful for our clients' continued trust in our expertise & to our dedicated staff whose holistic financial plans help our clients achieve financial success.

[Rob Sandrew @Rob_Sandrew]

🎙️Just Launched: The Advisor Growth Journey Podcast🎙️ Real stories from independent financial advisors who have overcome challenges, missteps and failures.
Congrats to the @Integrated4FAs and @FPTransitions teams on a successful launch!
Subscribe here: https://t.co/Ii5nzMjy9b

[Rob Sandrew @Rob_Sandrew]

“A sports team’s offense can’t exist without a defense, and an advisory firm’s front office can’t exist without the back office.”
@Integrated4FAs President @PaulSaganey sat down with Wealth Solutions Report to discuss why you should partner with a CPA.
https://t.co/FzYXlc9ECT

[Matt Halloran @MattGPTHalloran]

Do you want to build deeper relationships with CPAs so you can upscale your business?

Rob Sandrew, the Chief Growth Officer at @Integrated4FAs, shares how to build beneficial relationships with CPAs that are grounded in trust 🎧 https://t.co/6sz2OCcFuz
#BeYourOwnLoud

[Rob Sandrew @Rob_Sandrew]

✈️ In-flight reading on the way to #SchwabIMPACT: @PaulSaganey’s new book, Optimizing the Financial Lives of Clients, which offers key strategies for building successful relationships between financial advisors & CPAs. Learn more & snag your copy: https://t.co/IxGAqPV8Zi

[Rob Sandrew @Rob_Sandrew]

@JasonLahita @_WilliamRuben @ryanWneal @IanWenik Like the @Padres Jersey @IanWenik

[Andree Mohr @amohr_24]

A huge part of @Integrated4FAs #growth and #success is due to the #CPA alliance.
@PaulSaganey, @HomerSmith_KWP , and Russ Alan Prince have joined forces to bring you "Optimizing the Financial Lives of Clients" available on @amazon on November 1st. #EliteCPA

[Integrated Partners @Integrated4FAs]

Now that we're back from @FutureProofAC, what advice that you heard are you implementing in your practice and/or firm? #FutureProofAC By the way, our @Rob_Sandrew @amohr_24 and @acketyack loved seeing everyone.

[Courtney McQuade @CourtMcQuade]

.@acketyack, Chief Content Officer at @Integrated4FAs, works with over 160 advisors on their content strategies.

He tells us his top tips for a successful content creation strategy - with @CourtMcQuade at @FutureProofAC.

#FutureProofAC

[Andree Mohr @amohr_24]

Really enjoyed sitting down with @AdvisorEngine's @sulemandn talking about #FutureProofAC and our CPA Program. Congrats on Action! Magazine. Volume 1 had amazing insights!

[Rob Sandrew @Rob_Sandrew]

@StreetCred_PR @Integrated4FAs @amohr_24 @acketyack We’re fired up!!

[StreetCred PR @StreetCred_PR]

The entire @StreetCredPR team is fired up to spend time with our family at @Integrated4FAs next week.

If you’re heading down to #FutureProofAC, keep an eye out for @Rob_Sandrew @amohr_24 and @acketyack! 🔥😎

[FP Transitions @FPTransitions]

Congratulations to our friends over at @Integrated4FAs on their incredible three-year growth in AUM and client acquisition. 👏

#RIA #GoingIndependent #IndependentAdvisor #FinServ #Acquisition

[Integrated Partners @Integrated4FAs]

Since 1996, we've helped financial advisors achieve their entrepreneurial vision by offering comprehensive business building services with the truly independent advisor in mind. We've been ranked as the fastest-growing RIA two years in a row by @smartasset https://t.co/zbpqoKi3Oq

[Integrated Partners @Integrated4FAs]

Our CPA Alliance was designed over 25 years ago to pair advisors with CPAs to provide a consistent referral stream to access their ideal clients and help move their practice up market. Our CPA Alliance helps build meaningful revenue-sharing relationships. https://t.co/iKxe4uxnfG

[Advisorpedia @advisorpedia]

What Keeps Advisors From Making Big Moves in their Career? https://t.co/dduuV1ucwj @Integrated4FAs

[Andree Mohr @amohr_24]

Steve Kolano joined @integrated4FAs for one reason: to bring “Simplicity to generational wealth transfer” and to "fortify family legacies.” I guess that’s two reasons. Check out how he plans to do it in this article from @ThinkAdvisor

https://t.co/y4nnZQe2nM

[Integrated Partners @Integrated4FAs]

Being ranked for the 2nd year in a row as @smartasset's fastest-growing financial advisor firm is a testament that our message of letting advisors build the firm they envisioned is resonating in a major way. https://t.co/9bZUpvW1to 🚀📈

[Integrated Partners @Integrated4FAs]

Our new family office services will cater to “clients who require planning for passing wealth to the next generation or multiple generations, not just saving for retirement over a single lifetime,” said Stephen Kolano via @wealth_mgmt @Diana_Britton
https://t.co/f3XAKqpwXm