Transforming Financial Advisory Through People and Technology

Описание: Paul Karlitz is the CEO of Sagient and Pacific Reach, where he leads strategic growth and builds environments where financial professionals can thrive. Passionate about shaping the future of financial services, he champions client-driven relationships and innovative thinking to help individuals and families achieve their financial goals. Under his leadership, both organizations focus on delivering thoughtful, customized strategies grounded in experience and forward-looking vision.

In this episode of the What Matters Podcast, Paul shares his extensive journey in the financial services industry. With over 30 years of experience, Paul discusses his leadership philosophy, the importance of client-centric practices, and the transformative growth at SageInt. He emphasizes the significance of relationships in financial advisory and how embracing innovation, particularly AI, can enhance the advisor-client dynamic. Paul also reflects on the challenges and opportunities of succession planning and the future outlook for the industry.

Topics include:
(00:00) Introduction to Paul Karlitz and His Journey
(02:42) Leadership Philosophy and Impact on Others
(05:19) Transition to Sagient and Pacific Reach
(08:20) The Role of Succession Planning in Leadership
(10:55) Building a Client-Centric Financial Advisory Firm
(13:42) Growth and Transformation at SageInt
(16:42) Managing Diverse Client Needs
(19:12) Embracing Innovation and AI in Financial Services
(22:17) The Importance of Relationships in Financial Advisory
(25:05) Conclusion and Future Outlook

Connect with Paul:
Website: https://sagientfs.com/
LinkedIn:   / pkarlitz  
Email: [email protected]
Phone: (323) 965-6300
YouTube:    / @sagient  

More about What Matters Podcast:
YouTube:    / @podcastwhatmatters  
LinkedIn:   / what-matters-podcast  
Facebook:   / whatmatterspod