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The Sage Thought Leadership Podcast is dedicated to the possibility that entrepreneurs continue the work of creation. We celebrate them by allowing them to tell their stories and share their knowledge with others. In doing so we energize the success of businesses around the world through the imagination of our people and the power of technology.

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  2. Thought Leader - Paul Saganey on Optimizing the Financial Lives of Clients

Thought Leader - Paul Saganey on Optimizing the Financial Lives of Clients

Oct 18, 2022

Paul Saganey CFP® is the President and Founder of Integrated Partners, which has been helping financial advisors to achieve their entrepreneurial vision since its launch in 1996.  Integrated offers comprehensive business-building services, designed with the independent advisor in mind.

Paul realized early on the benefit of actors in both wealth management and accounting spaces coming together to better serve their clients, which led him to found the Integrated CPA Alliance. It offers CPAs access to enhanced services and provides three key differentiators to help them grow their firm: Revenue sharing, strategic structure, branding, and awareness through marketing.

His book, Optimize the Financial Lives of Clients: Harness the power of an accounting firm's elite wealth management practice dives into the key problems accounting firms face today and takes the reader through concepts to help solve these issues.