Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading

financial advisors navigated the inevitable challenges that arise on the path to success

and get insight from leading industry consultants about how to break through to the

next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.

Welcome to the 226th episode of the Financial Advisor Success Podcast. My guest on today's podcast is

Paul Sagini. Paul is the president and founder of integrated partners,

a hybrid RAA headquartered in Waltham, Massachusetts, that manages over $10 billion for about

18,000 affluent clients. What's unique about Paul, though, is how he's generated hypergrowth

for his firm through building strategic alliances with accountants. Acting as a resource for

CPA firms to build out their own financial services divisions

where integrated partners supports behind the scenes and the CPAs can remain the heroes for their clients throughout the process.

In this episode, we talked in depth about how Paul learned early in his career about the power of referrals from professionals with

established relationships when Paul was an insurance agent creating estate plans for high net

worth clients of wirehouse advisors. How Paul expanded that model and generated initial success

by doing financial estate plans for partners of CPA firms, why it became clear for Paul

that he needed to get really clear up front that while the

CPA still owned the client relationship, it was Paul's responsibility to actually make and

implement the financial planning recommendations, and how client service relationships change

when professionals each charge a separate fee for their respective services.

We also talk about the importance Paul places on being product and solution

agnostic and having a poor platform where he can remain product and solution agnostic. His key

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