About this episode

In this episode, Matt Ackermann discusses the growth and evolution of the CPA Alliance with Paul Saganey and John Pastore Jr.

What does it take to grow from a few accounting firm relationships to a nationwide network of more than 250 CPA partners? Vision, perseverance, and a true belief in collaboration. In this episode, host Matt Ackermann sits down with Paul Saganey , Founder and CEO of Integrated Partners, and John Pastore Jr. , Wealth Advisor and Vice President of Integrated Partners, to unpack the story behind the firm’s renowned CPA Alliance and the lessons learned along the way. They discuss: How the CPA Alliance began and evolved Designing a model that CPAs and advisors truly value Building partnerships that drive growth and client success Developing a team of experts and a culture where everyone thrives Brand protection The importance of problem-solving , and meaningful relationships And so much more! Hear how good times, uncertain times, a group of great humans, and the power of partnership developed the CPA Alliance and Integrated Partners into what it is today. “We truly have yet to meet the people who will determine the future success of the company.” – Paul Saganey via his friend Elle   Connect With Matt Ackermann: info@ifpadvisor.com (781) 890-3045 Integrated Partners LinkedIn: Matt…

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