Is your biggest growth opportunity actually your mindset?
Paul Saganey, CFP®, founder of Integrated Financial Partners, and IncomeConductor CEO Sheryl O’Connor have a Trailblazer conversation about moving confidently upmarket and reshaping the way you serve wealthy, complex families.
In this exclusive session, you’ll learn:
👉 How to turn CPAs into strategic partners and unlock new client opportunities
👉 Why market volatility is a powerful growth engine, not a setback
👉 How to refocus your vision to capture your share of the $11 trillion opportunity
Paul has built a $22B RIA with 220+ advisors, pioneered the Integrated CPA Alliance, and helped countless advisors transform their practices to serve ultra-high-net-worth clients. Hear from one of LPL’s most influential voices.