What You'll Learn In Today's Episode:

• Finding the Happy Middle for Advisors: This approach allows advisors to operate more efficiently and provides back-office support, coaching, mentoring, and connections with other successful advisors.
• The Complexity Curve: The complexity curve refers to the increasing complexity in a client’s financial life and personal situation. Advisors should understand where their clients are on this curve and provide insights into future complexities.
• The 6×10+1 Approach: Integrated Partners aims to help advisors expand their client base by finding six clients who are ten times larger than their average client.
• Building Relationships with Accounting Firms: By leading with an approach that highlights how you can help solve their client’s challenges, you can change how accountants perceive their client base and the opportunities for collaboration.

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 highlighting how you can be a true asset to them. Paul also shares his wisdom on the significance of ‘disturbing tracks,’ a technique that helps advisors visually depict clients’ financial futures by recognizing and magnifying problems. He stresses the value of asking thought-provoking questions rather than providing cookie-cutter solutions.

Ideas Worth Sharing:

‘It's the dual complexity curve of your financials and where your wealth is going along with your personal situation.’ - Paul Saganey Share on X
‘If you keep that accountant focused on the kind of client you're looking for and don't deviate from that message, you will get those results.’ - Paul Saganey Share on X
‘Who do you want to be a hero to? And if you kind of lead with that approach, you can really change the way the accountant looks at their client base and who we can get in front of.’ - Paul Saganey Share on X

Resources In Today's Episode: