The Evolving Advisor Podcast

Today’s conversation is with Paul Saganey, Founder & President of Integrated Partners. Integrated Partners is a hybrid RIA headquartered in Waltham, Massachusetts that manages over $10 billion for about 18,000 affluent clients. They specialize is helping CPA's offer financial services to their own affluent clients.

Today’s conversation is with Reese Harper, Founder & CEO of Dentist Advisors and Elements. Jeff and Reese discuss the ins and outs of targeting and growing a niche market and best practices for success.

Today’s conversation is with Anthony Truino, Chief Executive Officer who is at the forefront of the vision permeating Twenty Four Wealth.

Today’s conversation is with President at Solin Strategic LLC and Evidence Based Advisor Marketing, a coaching and digital marketing service that works exclusively with evidence-based investment advisors.

Today’s conversation is with Duncan MacPherson, the CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies within the fee-for-service sector. Duncan and his team of consultants work with professionals in a wide range of fields including Financial Services, Insurance, Accounting, Legal, Mortgage, and Consulting to create predictable, sustainable, and duplicable businesses. Pareto Systems is well known for its approach which is based on best practices and for its focus on implementation.

Today’s conversation is with Domenic Rinaldi, the President and Managing Partner of Sun Acquisitions. He was awarded the professional designation of Certified Business Intermediary from the International Business Brokers Association and is considered an expert in the field of business brokerage. He is a seasoned executive who brings over 30 years of proven experience in merger/acquisition, sales, service, marketing and operations to the business brokerage arena.

In this episode, Jeff and Domenic discuss how to acquire or exit your business with no regrets!