Tag: Jason Lahita
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

 

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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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Welcome to PRess Play: The StreetCred Podcast! (Ep. 1)

Welcome to PRess Play: The StreetCred Podcast! (Ep. 1)

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Welcome to PRess Play: The StreetCred Podcast, where financial services meet credibility marketing!

Get ready for captivating conversations with industry leaders, journalists, and top influencers — including the various twists and turns that led them to where they are today.

In this inaugural episode, Elena Krasnow, Jason Lahita, and Jimmy Moock unravel StreetCred PR’s fascinating origin story, shed light on their biggest learnings from decades of PR experience, and set the stage for what listeners can expect from future episodes.

Elena, Jason, and Jimmy discuss: 

  • PR missteps from early in their career — and the wisdom gained from those experiences
  • What ignited their passion for financial services PR
  • StreetCred PR’s core values, vibrant company culture, and future plans
  • Their personal hobbies and interests (a glimpse into the individuals behind the expertise!)
  • And more

Resources:

Connect with StreetCred PR:

About our Guests: 

Elena Krasnow is a dynamic member of the StreetCred PR team who plays an essential role in several key aspects of the day-to-day agency activities. As an experienced writer and editor, she utilizes her written communication abilities to help manage the production and output of high-quality editorial content for clients. With her high degree of emotional intelligence and unwavering commitment to StreetCred’s high standard of client service, she is adept at making clients and teams feel valued while establishing strong, lasting relationships.

Jason Lahita, with a background in PR at United Capital Financial Advisors and an MBA from UC Irvine, took the leap and established his first PR agency in 2012. In 2018, he returned to his roots of working within RIAs when he joined Integrated Partners—a fantastic financial firm that evoked memories of his time at United Capital. Jason spearheaded their PR efforts for two years before venturing into a new phase in 2020. Thus, StreetCred PR was born, with Integrated Partners as its inaugural client. With the addition of new clients and a team of exceptional professionals, StreetCred PR has since gone from strength to strength. 

Jimmy Moock has, for the past 17 years, led campaigns for a diverse range of clients in the financial services ecosystem, including registered investment advisory firms, mutual fund complexes, hedge funds, ETFs, family offices, and more. As the legend goes, Jimmy’s prowess in public relations was apparent during his summer internship in 1998 when he secured a client appearance on CNBC’s “Power Lunch” within his very first week on the job. Building on this early success, he immersed himself in the fast-paced and highly creative public relations landscape of New York City. Jimmy has since played a pivotal role in shaping countless C-level executives’ critical business communications initiatives.

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