By Mike Papedis
CEO Paul Karlitz shares how Sagient combines behavioral finance, comprehensive planning, and modern technology to better serve clients. The article offers insight into how the firm balances innovation with the human side of financial advice.
Sagient’s Emerging Advisor Development Leader Partnership Program takes a hands-on approach to addressing the industry’s growing advisor shortage. By pairing newer advisors with experienced professionals, the program provides real-world exposure, mentorship, and guidance designed to accelerate development, build confidence, and improve long-term success and retention.
Sagient CEO Paul Karlitz shares how lasting success comes from balancing innovation with enduring values. Drawing parallels to iconic brands that have evolved over time, he explains why firms must embrace change, invest in continuous improvement, and stay true to the client-first principles that define their culture and long-term success.
Sagient advisor Kathleen Adams shares why experience and perspective are critical advantages when helping clients navigate periods of market excitement and uncertainty.
