Many business owners fear competition but a true entrepreneur understands the benefits of healthy competition.
In this episode, Matt Ackermann is joined by Jeff Concepcion from Stratos Wealth Partners and Paul Saganey from Integrated Partners. Jeff and Paul share how their relationship began, the perceived competition between advisors and companies and how they work.
Jeff and Paul discusses:
- If advisers see other advisers as “the competition”
- What’s the Stratos strategy and vision are
- What Integrated Partners unique value prop is
- The power of culture and working with CPAs
- The pandemic’s biggest impact on the RIA space
- And more
Related: The Necessary Struggle Many Advisors Face: Marketing