The Complexity Curve with Guest Paul Saganey
Matt is joined by the founder of Integrated Partners, Paul Saganey, to explore the fascinating concept of the complexity curve. Integrated Partners has struck a unique balance, empowering advisors to remain independent while receiving the crucial support and networking opportunities they need. The key focus here is helping advisors guide their clients through the complexity curve, where both financial and personal lives become increasingly intricate with time.
Paul talks further about the art of building strong relationships with accounting firms, the importance of problem-solving, and…
The skinny
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