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Integrated Partners

Updated: May 16, 2023

This installment of Advisor Speed Demos features Rob Sandrew of Integrated Partners. In 8 minutes Rob lays out why you should consider Integrated Partners if you are a financial advisor looking for a new home. Their robust offering is truly unique in the world of aggregator sameness.

Visit Integrated Partners website:

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 one hundred and forty-one advisors, one hundred and twenty-seven CPAs and forty 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 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, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.

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