The series will educate advisors through robust, actionable strategies based on real-world case studies to help access, attract and better serve ultra high net worth clients

BOSTON: #CPA--Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm today announced the launch of a bespoke workshop series for Integrated Partners advisors. The first in a series of bespoke events in partnership with BNY Pershing will take place October 2-3, 2024 in Stamford, CT at the Hilton Stamford Hotel & Executive Meeting Center.

Curated and delivered by one of the industry’s foremost private wealth experts, Russ Alan Prince, this exclusive workshop series has been meticulously crafted for wealth managers interested in targeting the ultra-high-net-worth (UHNW) market segment. Participants will gain access to robust, revenue-generating strategies specifically tailored for this elite clientele.

“Referrals from accountants and attorneys are widely recognized as the best way wealth managers can acquire affluent clients and elevate their businesses,” said Prince. “This masterclass will appeal to wealth managers seeking to augment organic growth by unlocking a steady stream of new wealthy, ultra-wealthy and even billionaire clients.”

This day-and-a-half intensive educational experience emphasizes hands-on learning through active participation and real-world case studies, ensuring advisors develop concrete, actionable plans. Through sessions developed by experienced professionals, including Jerry D. Prince, director of the Integrated Academy, the workshop will offer deep insights and guidance. Additionally, the series will provide valuable networking opportunities, allowing advisors to connect with peers and build relationships that can further enhance their practice in the UHNW arena.

“Since founding Integrated nearly 30 years ago, we've achieved tremendous success in creating value for our advisors by connecting them with CPAs and providing a pathway to reach increasingly affluent clients and grow their businesses," said Paul Saganey, founder and CEO of Integrated Partners. “We place a massive emphasis on the continuous coaching and training of our advisors at Integrated and having someone of Russ’s caliber and experience leading these sessions is invaluable to us, our advisors and ultimately their clients.”

Attendees will also be provided with copies of recent books published by Integrated executives including, Making Smart Decisions: How Ultra-Wealthy Families Get Superior Wealth Planning Results, and Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm’s Elite Wealth Management Practice, both co-authored by Russ Alan Prince, Paul Saganey and Homer Smith, managing director at Integrated Family Office.

Wealth managers interested in learning more about growing their business significantly by working with centers of influence (COI) such as accountants and attorneys to create a pipeline of UHNW clients are encouraged to register for an upcoming webinar on September 10th at 1:00 pm ET: Cracking the COI Code: Unlocking a Pipeline of Ultra High-Net-Worth Clients.

Presented by Prince and Integrated’s Chief Growth Officer, Robert Sandrew, this webinar will share a proven framework designed to help advisors cultivate strong relationships with COIs and convert referrals into long-term clients.

Those wishing to learn more about Integrated’s organic growth solutions are encouraged to visit integrated-partners.com.

About Integrated Partners

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over 212 advisors, 190+ CPAs and 116 regional offices across the United States. Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.

We believe in advisors. Let us prove it to you.

Investment advice offered through Integrated Partners, a registered investment advisor. Integrated Partners does not provide legal or tax advice or services. Please consult a qualified legal or tax advisor regarding your specific situation.

Fonte: Business Wire