Joined August 2017
- Tweets 1,775
- Following 525
- Followers 966
- Likes 2,793
174 Photos and videos
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3 Nov 2022
#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: accountingtoday.com/opinion/… #EliteCPA #OptimizedAdvisor
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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: businesswire.com/news/home/2…
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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: businesswire.com/news/home/2…
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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: businesswire.com/news/home/2…
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“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: wealthsolutionsreport.com/wo…
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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:
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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
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Read his latest in @investmentnews to learn more: investmentnews.com/opinion/t…
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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.
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Check out full interview via @wealth_mgmt : wealthmanagement.com/estate-…
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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: businesswire.com/news/home/2…
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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:
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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
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AI is already changing how RIAs work. The real question is how to use it to actually make advice better. In her latest byline, our president @amohr_24 shares how to roll out AI the right way, without losing the human element. Read more for @Vetta_Fi: advisorperspectives.com/arti…
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“Client-first. Planning-driven. Built to grow.” Excited to welcome Pisces Wealth to Integrated and partner with Greg Hill and James Norton as they scale with advanced financial solutions. Learn more: businesswire.com/news/home/2…
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As investor needs grow more complex, advisors need the right partners to keep evolving. We’re thrilled to welcome Fair Street Advisors to Integrated and support the team in their next growth phase—built on integrity, ambition and client-first advice. 🚀
businesswire.com/news/home/2…
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10 Dec 2025
Strong growth starts with the right team. Organic vs. inorganic strategies need distinct skills — and our CEO @PaulSaganey warns, assuming one team can do both is a fatal flaw.
Read more from @DebbieCarlson1 for Wealth Solutions Report: wealthsolutionsreport.com/ho…
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20 Nov 2025
The biggest threat to a retiree’s portfolio isn’t the markets — it’s long-term care.
In @investmentnews, Peter Kaplan and Kim Cutler share how advisors can protect clients by planning early:
♥️ Explore LTC insurance
💬 Start the convo around independence
👥 Loop in their family
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