Tag: Integrated Partners
The Power of Vision, People and 10x Thinking with Paul Saganey (Ep.32)

The Power of Vision, People and 10x Thinking with Paul Saganey (Ep.32)

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Summary:
On this episode of PRess Play: The StreetCred Podcast, host Elena Krasnow and co-host Jason Lahita sit down with Paul Saganey, founder and CEO of Integrated Partners, to celebrate a major milestone: 30 years of Integrated Partners and $30 billion in assets under advisement.

Paul takes us inside the vision that has guided Integrated Partners throughout its evolution, from its early days to its growth into a national firm. Along the way, he shares the philosophies, people and relationships that have helped shape the company—including his 10x approach to growth and his reputation as one of the industry’s greatest hype men.

We cover:

  • Jason and Paul’s history, including the moment Paul decided he was ready to embrace public relations
  • The 10x philosophy that anchors Paul’s approach to growth and fuels his hype-man mentality 
  • How spending time with founders outside of financial services has influenced Integrated Partners’ growth
  • What changed at Integrated when Paul’s vision shifted toward building a national firm
  • The ingredients that make for a highly effective financial services PR program
  • …and much more!

Don’t miss this episode filled with great stories, hard-earned advice and wisdom from one of the most kind-hearted and genuine leaders in the industry. 

Topics:
(0:15) Meet Paul Saganey

(1:05) Happy birthday, Paul!

(1:30) Ted Lasso fans in the house?

(4:30) Integrated’s 30th anniversary and hitting $30 billion in AUA

(5:15) Paul’s time before Integrated Partners

(6:00) The benefits of being process-focused

(7:04) Find great people and great accounting firms, then put them together

(8:00) The philosophy of 10x

(9:06) Spending time with founders outside of financial services

(9:15) Why 10x can be easier than 2x

(10:15) The vision to go national

(11:00) Timing is everything: Jason and Paul’s history

(12:10) How StreetCred has sought to mirror Integrated’s culture

(13:22) Knowing what you want to do and putting the right people around you

(13:52) Integrated as StreetCred’s flagship client

(14:20) “Never get in the way of successful people”

(15:05) The greatest hype man an industry could ask for

(16:00) The three things firms need to have figured out

(17:20) Andree Mohr as the future of the firm

(20:22) Jason’s time under Integrated’s roof as an in-house PR practitioner

(21:10) How Paul and Jason met

(22:20) An RIABiz article that changed the tide

(22:40) Paul makes a house call

(24:14) Looking for talent that could help amplify the firm’s message

(27:35) Enter Matt Ackermann!

(28:00) When public relations and marketing are in sync — and we can act as a true extension of our partner’s team

(30:05) Center Stage: Grab a copy today!

(31:38) One piece of advice from Paul: Know your buckets

(34:00) Spreading wisdom across the industry to bring financial planning to more people

(35:49) Grandparent life

(36:38) Moment of gratitude

 

Connect with StreetCred PR:

 

 

Connect with Paul Saganey:

 

 

Resources: 

 

About our Guest: 

Paul Saganey is the founder and CEO of Integrated Partners, an RIA overseeing $30 billion in assets under advisement and StreetCred’s flagship client. He is a recognized industry voice, author and CERTIFIED FINANCIAL PLANNER® professional

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