Rob Sandrew
@Rob_Sandrew
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Chief Growth Officer Integrated Partners. Securities offered through LPL Financial, Member SIPC https://t.co/FmH0D6clxv.
San Diego, CA
Joined July 2017
RT @Integrated4FAs: Happy Thanksgiving. We're so grateful for our clients' continued trust in our expertise & to our dedicated staff whose….
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🎙️Just Launched: The Advisor Growth Journey Podcast🎙️ Real stories from independent financial advisors who have overcome challenges, missteps and failures. Congrats to the @Integrated4FAs and @FPTransitions teams on a successful launch!.Subscribe here:
podcasts.apple.com
Business Podcast · Updated Monthly · The Advisor Growth Journey is an immersive podcast breaking down real stories from independent financial advisors who have overcome prior challenges, missteps and...
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“A sports team’s offense can’t exist without a defense, and an advisory firm’s front office can’t exist without the back office.”.@Integrated4FAs President @PaulSaganey sat down with Wealth Solutions Report to discuss why you should partner with a CPA.
wealthsolutionsreport.com
Michael Madden, Contributing Editor & Research Analyst, Wealth Solutions Report Integrated Partners’ Founder Announces New Book, Says Working With A CPA Can Benefits Advisors And Clients A...
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RT @MattHalloran_: Do you want to build deeper relationships with CPAs so you can upscale your business?. Rob Sandrew, the Chief Growth Off….
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✈️ In-flight reading on the way to #SchwabIMPACT: @PaulSaganey’s new book, Optimizing the Financial Lives of Clients, which offers key strategies for building successful relationships between financial advisors & CPAs. Learn more & snag your copy:
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RT @amohr_24: A huge part of @Integrated4FAs #growth and #success is due to the #CPA alliance. @PaulSaganey, @HomerSmith_KWP , and Russ Al….
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RT @Integrated4FAs: Now that we're back from @FutureProofAC, what advice that you heard are you implementing in your practice and/or firm?….
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RT @CourtMcQuade: .@acketyack, Chief Content Officer at @Integrated4FAs, works with over 160 advisors on their content strategies. He tel….
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RT @amohr_24: Really enjoyed sitting down with @AdvisorEngine's @sulemandn talking about #FutureProofAC and our CPA Program. Congrats on A….
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RT @StreetCred_PR: The entire @StreetCredPR team is fired up to spend time with our family at @Integrated4FAs next week. If you’re headin….
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RT @FPTransitions: Congratulations to our friends over at @Integrated4FAs on their incredible three-year growth in AUM and client acquisiti….
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RT @Integrated4FAs: Since 1996, we've helped financial advisors achieve their entrepreneurial vision by offering comprehensive business bui….
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RT @Integrated4FAs: Our CPA Alliance was designed over 25 years ago to pair advisors with CPAs to provide a consistent referral stream to a….
integrated-partners.com
Aligning advisors and CPAs for the benefit of their clients, firms and legacies The Integrated CPA Alliance Aligning advisors and CPAs for the benefitof their clients, firms and legacies The Integr...
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RT @advisorpedia: What Keeps Advisors From Making Big Moves in their Career? @Integrated4FAs.
advisorpedia.com
Do we ultimately want to bring in a partner? What does that partner look like? Are you looking to sell the organization? #advisors
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RT @amohr_24: Steve Kolano joined @integrated4FAs for one reason: to bring “Simplicity to generational wealth transfer” and to "fortify fam….
thinkadvisor.com
Stephen Kolano has joined Integrated as Family Office managing director.
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RT @Integrated4FAs: Being ranked for the 2nd year in a row as @smartasset's fastest-growing financial advisor firm is a testament that our….
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RT @Integrated4FAs: Our new family office services will cater to “clients who require planning for passing wealth to the next generation or….
wealthmanagement.com
The RIA recently formalized services for wealthy families with $20 million or more and hired Stephen Kolano as managing director of investments.
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RT @Integrated4FAs: Our President and Founder @PaulSaganey shared what motivated him to create a firm that turns entrepreneurial vision int….
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Great tweet to start my Friday 😂. On course manicure and hot pockets.
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RT @Integrated4FAs: Our Chief Growth Officer @Rob_Sandrew believes this is just the beginning of the "independence movement" for financial….
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