Why Integrated Partners’ Paul Saganey Wants to ‘Love Chaos’

Core Insights - Integrated Partners, a Boston-based RIA and financial planning firm, is experiencing significant growth, recently recognized as the fastest growing RIA in Massachusetts [2] Company Operations - CEO Paul Saganey emphasizes the importance of delegating day-to-day operations to Andree Mohr, the new firm president, allowing Saganey to focus on coaching advisors and managing large clients [2] - The firm has a strategy to attract clients willing to pay more for value, countering the trend of fee compression driven by clients finding advisors through social media and AI [4] Industry Challenges - The current market volatility is seen as beneficial for the firm, as it leads to increased client referrals from nervous accountants, with the firm thriving during chaotic market conditions [5] - The firm has historically performed well during economic downturns, such as the tech crash and the 2008 banking crisis, indicating a preference for turbulent market environments [5] Wealth Transfer Dynamics - The Great Wealth Transfer is influencing the advisor landscape, with new clients shifting from their parents' advisors to Integrated Partners, showcasing the firm's ability to capture this demographic shift [6]