I take pride in my ability to build relationships through transparency, seeking trust and an understanding of the industry – and advisors. Over the course of my career, I’ve had the opportunity to get an inside look into many large advisory firms and their value propositions. Armed with this ...
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I take pride in my ability to build relationships through transparency, seeking trust and an understanding of the industry – and advisors. Over the course of my career, I’ve had the opportunity to get an inside look into many large advisory firms and their value propositions. Armed with this knowledge, I quickly came to recognize the independence of Integrated Partners, its platform and its culture. This is simply put an “advisor-first” organization.
To determine if Integrated is the right partner for an advisor, I consult with them regarding the full scope of their options within the independent side of the industry at large. Advisors that choose to successfully partner with Integrated recognize that we strive to understand them thoroughly – we have walked in their shoes, having been founded by an advisor still active with clients to this day. We offer significant resources with which advisors utilize at their discretion to add value for their clients and themselves as they continue to grow.
As a firm, we provide advisors with:
● An independent, collaborative and open architecture platform that works for them on their terms
● Resources and a professional team that acts as an extension of their business and their vision
● An unparalleled growth partner who truly understands them
● Independence– we’ll always have our advisors’ backs
On a personal note, I am all about balance: I meditate and workout often and try to eat right. I have a strong focus on family and friends. In my off time, you’ll find me attending my daughters’ soccer games and cross-country meets, mountain biking and spending time with family, friends, and our labradoodle, Tucker.
If you are interested in learning more about how we can help your business grow, give me a call or text (completely confidential) at (617)-320-7752 or email me at robert.sandrew@integrated-partners.com.
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