Matt is joined by the founder of Integrated Partners, Paul Saganey, to explore the fascinating concept of the complexity curve. Integrated Partners has struck a unique balance, empowering advisors to remain independent while receiving the crucial support and networking opportunities they need. The key focus here is helping advisors guide their clients through the complexity curve, where both financial and personal lives become increasingly intricate with time. Paul talks further about the art of building strong relationships with accounting firms, the importance of problem-solving, and highlighting how you can be a true asset to them. Paul also shares his wisdom on the significance of 'disturbing tracks,' a technique that helps advisors visually depict clients' financial futures by recognizing and magnifying problems. He stresses the value of asking thought-provoking questions rather than providing cookie-cutter solutions.

The Complexity Curve with Guest Paul Saganey