About this episode

This episode discusses the successful partnership between advisors and CPAs within the Integrated Partners CPA alliance.

What does it take to build a perfect partnership? Well, its 50% perspiration and 50% partnership. This episode of Perfectly Integrated features a conversation with John Pastore (Executive Vice President, Integrated Partners), Anthony Marotti (Private Wealth Advisor, Integrated Partners), and Craig Eaton (Eaton Advisory Group, CPA) discussing their successful partnership within the Integrated Partners CPA alliance. The CPA Alliance: A Perfect Partnership Host Matt Ackermann opens by highlighting Integrated’s CPA Alliance as a key differentiator, emphasizing that success relies on great advisors partnering with great CPAs. John Pastore describes the formula for a successful pairing as combining a well-trained, confident advisor (like Anthony) who aims to work on complex cases, with a forward-thinking, proactive accountant (like Craig) who stays on the “razor’s edge of the new tax rules.” He likens the match to a “Reese’s peanut butter cup,” emphasizing their shared will to do their best for clients and their dedication to continuous learning. Anthony Marotti notes that the CPA Alliance and culture were major factors in his decision to join…

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