August 12, 2021
How CPA Referrals Drove a Former Lincoln Financial Independent Group to $12B in Just 5 Years
The Diamond Podcast for Financial AdvisorsAbout this episode
Paul Saganey’s 2016 decision to leave Lincoln Financial, build a multi-custodial hybrid RIA with LPL Financial and develop a CPA referral network has propelled the firm from $3.5B to $12B in 5 years. He shares how they achieved such growth and more.