Perfectly Integrated
56 episodes - English - Latest episode: 2 months ago - ★★★★ - 6 ratingsWelcome to Perfectly Integrated, a podcast for everyone empowered by wealth and finance. The truth is, managing money requires teamwork, but why and how? Each week we will explore the power of wealth and how to make it work for you instead of the other way around. Perfectly Integrated is hosted by Matt Ackermann, the chief content officer at Integrated Partners and a super veteran of wealth management
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Episodes
Centerstage: How to Become the Star of Your Practice [Ep. 55]
May 09, 2024 12:18 - 27 minutes - 49.8 MBAs an entrepreneurial advisor, how do you stand out and thrive at the center of your practice? Are you working seven days a week, are you the first one in and last one out of the office, are you feeling like you have to do everything and often ask yourself… is there a better way? … Read More Read More
Empowering Women in Finance With Bridget Grimes (Ep.54)
December 20, 2023 11:00 - 21 minutes - 20.1 MBThe relationship between women and careers has been an evolving struggle. What challenges are women currently facing in the financial services industry? And how can that change? In this episode, Matt Ackermann is joined by Bridget Grimes, President of WealthChoice, co-founder of Equita Financial Network and a wealth advisor for executive women. Bridget shares her … Read More Read More
Navigating Career Transitions & Simplifying Wealth Management With Jamie Hopkins [Episode 52]
November 22, 2023 11:00 - 26 minutes - 24.1 MBWhen someone quits their job, it’s rarely a big deal. With Jamie Hopkins, his transition was the headline of multiple articles. How does his personal experience and branding set him apart from the crowd? In this episode, Matt Ackermann speaks with Jamie Hopkins, a financial services advocate with Bryn Mawr Trust, on his career shift … Read More Read More
An Origin Story of Financial Planning With Ben Combs (Ep. 51)
November 08, 2023 11:00 - 19 minutes - 17.5 MBCan you imagine a time when having a financial advisor was strange? Someone who could help you target your financial struggles and identify solutions may have existed but getting a degree in financial planning? Focusing your career on this new industry? It was a whole new world back in 1973. In this episode, Matt Ackermann … Read More Read More
The Future of Financial Planning With Craig Lemoine (Ep. 50)
October 25, 2023 11:00 - 24 minutes - 22.2 MBIf you close your eyes and imagine the next generation of financial planners, what do they look like? How will they be interacting with clients? How will technology influence their financial planning strategies and communication with clients? In this episode, Matt Ackermann speaks with Craig Lemoine, Director of Personal Financial Planning at the University of … Read More Read More
Exploring Insurance in Financial Planning With Peter Kaplan (Ep. 49)
September 13, 2023 14:15 - 28 minutes - 25.8 MBHave you considered adding insurance to a financial plan? How should advisors start that conversation? What should advisors know when considering adding insurance to a financial plan? In this episode, Matt Ackermann is joined by Peter Kaplan with Integrated Partners, in discussing the importance of insurance in financial planning and the need for customized solutions … Read More Read More
Focusing on the Service and Care in a Dollar-Centric Industry With Josh Benson (Ep. 48)
August 02, 2023 11:00 - 26 minutes - 24.7 MBIn an industry focused on creating wealth and building client investments, the idea of client relationships and services can seem like a secondary priority. Those connections are the foundation of any financial advisor and client relationship. In this episode, Matt Ackermann speaks with Josh Benson, Vice President of Strategic Relations at Integrated Partners, on why … Read More Read More
The Rules of Advertisement, Endorsements and Referrals With John Cataldo (Ep. 47)
July 12, 2023 11:00 - 26 minutes - 24.4 MBWhen someone leaves a positive review about your business, that can be great advertising. But when does it cross the line between freely given advertisements and paid or encouraged endorsements? In this episode, Matt Ackermann is joined by John Cataldo, President-Advisory Services and Chief Legal Officer at Integrated Partners, in discussing the importance of understanding … Read More Read More
How Creative Marketing Shapes Financial Planning Practices With Angel Gonzalez (Ep. 46)
April 12, 2023 11:00 - 31 minutes - 22 MBThere are some commercials that stick with you, either because they are funny or have a catchy image or something else. What they all have in common is that they are creative with their ideas. In this episode, Matt Ackermann talks with Angel Gonzalez, Co-Founder of Snappy Kraken, about why being creative is essential to … Read More Read More
The Growing Role of CPAs in Financial Planning With Seth Fineberg and Paul Saganey (Ep. 45)
March 22, 2023 12:20 - 28 minutes - 21.8 MBCPAs require rigorous testing, hours of training and most importantly, a high level of ethics. These three aspects contribute to the growing need for CPAs and their personal connections with clients. In this episode, Matt Ackermann speaks with Seth Fineberg, a freelance editor and account industry consultant, and Paul Saganey from Integrated Partners. They focus … Read More Read More
An Update On Retirement Planning Using Secure Act 2.0 With Will Hackler And Jason Grantz (Ep. 44)
February 08, 2023 11:00 - 32 minutes - 29.9 MBDuring the pandemic, the Secure Act became an essential piece of retirement planning for all ages. At the end of 2022, the Secure Act 2.0 came along with new legislation for retirement planning. In this episode, Matt Ackermann is joined by Will Hackler, President of Integrated Pension Services, and Jason Grantz, Managing Director of Sales … Read More Read More
The CrossFit and Finance Crossover With Jessica Bost (Ep.43)
January 18, 2023 11:00 - 31 minutes - 58.1 MBThere are a million moments that build trust with your clients, whether they are training in the gym or organizing their finances. In this episode, Matt Ackermann has guest Jessica Bost, RICP® CrossFit trainer turned financial advisor on the podcast to share her journey from motivating clients in the gym, to motivating clients from a … Read More Read More
The Advisors Growth Conundrum With Steve Sanduski (Ep. 42)
January 04, 2023 11:00 - 29 minutes - 22.5 MBMany advisors think they are growing their business effectively. The numbers show a different story. Why aren’t advisors growing the way they think they are? In this episode, Matt Ackermann speaks with Steve Sanduski, Co-Founder and CEO of ROL Advisor and NYT Best Selling Author, on the lack of balanced growth within the advisor industry. … Read More Read More
Making The Great Even Better With John Pastore and Steve Vono (Ep. 41)
December 21, 2022 11:00 - 35 minutes - 23.7 MBInfluence has become a key factor in growing a business and connecting with individuals. How can you increase influence to grow your business through key individuals and company wide synergy? In this episode, Matt Ackermann is joined by John Pastore, Senior Vice President and Private Wealth Manager of Integrated Partners, and Steve Vono, Senior Vice … Read More Read More
The Power Of Partnerships In Growth With David Kline (Ep. 40)
December 08, 2022 17:13 - 25 minutes - 19 MBFor many advisors, growing their business means growing their workload. How can a partnership balance the two? In this episode, Matt Ackermann speaks with David Kline, a private wealth advisor with Integrated Financial Partners, and Mark McGaunn, CEO of McGaunn and Schwadron, on the connection between partnerships and growth within the business. David and Mark … Read More Read More
Advice for the Next Generation of Financial Planners With Patrick Mahoney and Dennis Moore (Ep. 39)
October 26, 2022 11:00 - 31 minutes - 42.6 MBFinancial planning is a young profession compared to other careers, with the CFP designation only existing for around fifty years. What can young professionals look towards as they enter the evolving industry? In this episode, Matt Ackermann is joined by Patrick Mahoney, CEO of Financial Planners Association, and Dennis Moore, President of Financial Planners Association, … Read More Read More
Finding – And Keeping – Amazing Talent With Andree Mohr and Liz Manibay (Ep.38)
August 10, 2022 11:00 - 32 minutes - 60.1 MBA McKinsey study reveals that superior talent is up to EIGHT times more productive. How can you locate these talented individuals within a group of interviewees? In this episode, Matt Ackermann is joined by Andree Mohr, Chief Implementation Officer at Integrated Partners, and Liz Manibay, Managing Director of Charles Schwab, on finding and keeping great … Read More Read More
How Recessions Opened Possibilities For Independent Practices With Brad Bueermann (Ep. 37)
July 27, 2022 11:00 - 35 minutes - 48.4 MBIn moments of crisis, you can steer off the cliff’s edge or skid to a stop and look over the edge. The mindset of entrepreneurs has changed to reflect on past mistakes and their impact on the industry’s future. In this episode, Matt Ackermann is joined by Brad Bueermann, CEO of FP Transitions, in discussing … Read More Read More
The Two F’s Of Financial Planning With Paul Saganey (Ep.36)
July 18, 2022 11:05 - 27 minutes - 22.4 MBThere are two major F words often used to answer why people save: family or future. In this episode, Matt Ackermann is joined by Paul Saganey, President and Founder of Integrated Partners, as well as a good friend, in discussing why people save and the role of family and future within financial planning. Paul discusses: … Read More Read More
Social Media’s Advice On Financial Planning With Sonya Lutter (Ep.35)
June 08, 2022 15:54 - 27 minutes - 38.1 MB35% of gen Z are learning about financial planning from TikTok, even more when taking into account other social media platforms. The clients understanding is expanding even before speaking with an advisor. In this episode, Matt Ackermann is joined by Sonya Lutter, Director of Research and Academy at Herbers and Company, they discuss the current … Read More Read More
It’s All About Execution With Kelly Waltrich (Ep.34)
May 18, 2022 11:00 - 27 minutes - 38.1 MBMarketing and sales go hand in hand when it comes to building your business. But, creating your marketing ideas will only take you so far without executing them. In this episode, Matt Ackermann is joined by Kelly Waltrich, co-founder of Intention.ly. Kelly shares her knowledge of execution, building a plan with her team and creating … Read More Read More
Find The Who’s And Trust The Process With Andree Mohr and John Pastore (Ep. 33)
April 27, 2022 10:45 - 23 minutes - 43 MBWhen an advisor is building a business, it is easy to become swept up in what they think are fires, instead of growing their business. What they are missing is the importance of sticking to a process and finding professionals who can help build their referrals. In this episode, Matt Ackermann is joined by Andree … Read More Read More
The Right Technology For The Job With Joel Bruckenstein (Ep.32)
April 13, 2022 11:00 - 14 minutes - 20.3 MBTechnology like Zoom has become a staple in the workplace. While it may have been difficult for some, finding and understanding beneficial technology for each task allows advisors to adapt to client demand in the modern world. In this episode, Matt Ackermann is joined by president of T3 Technology and T3 advisor conference producer, Joel … Read More Read More
The Evolution Of Client Communication With Carol Anderson and Andree Peterson (Ep.31)
March 30, 2022 11:00 - 29 minutes - 25.5 MBWith technology’s constant evolution, the number of ways financial advisors can provide efficient and comprehensive advice increases through the tools we now have access to. In this episode, Matt Ackermann is joined by the FPA Carol Anderson, President of MQ Research And Education, and Andree Peterson, Chief Implementation Officer at Integrated Partners. They reveal how … Read More Read More
Competition, Collaboration, and Concepcion With Jeff Concepcion and Paul Saganey (30)
March 16, 2022 11:00 - 34 minutes - 46.8 MBMany 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 … Read More Read More
Let’s Talk About Marketing With Becca Zophin (29)
March 02, 2022 11:00 - 29 minutes - 40.7 MBA business is only successful if people know it exists, with marketing playing a key factor in generating clients and customers. For advisors, marketing is a necessary struggle they must face. In this episode, Matt Ackermann is joined by the chief marketing officer at InTouch Innovations, Becca Zophin. Becca shares her expertise in marketing, revealing … Read More Read More
Brand Building With Tony Stich (28)
February 09, 2022 11:00 - 18 minutes - 25.6 MBBuilding a brand is like building a great house, it needs to start with a strong foundation, you need structure, you need rooms to grow into, but you also need a little polish, and a splash of color. When creating a brand from the ground up, it is crucial to stand out from the crowd … Read More Read More
Behavioural Finance Mindset With Eric Clarke and Daniel Crosby (27)
January 26, 2022 11:00 - 18 minutes - 24.7 MBWhen choosing financial advisors to invest with, it is important they care about your wants and needs when trusting them with your finances. Start with Orion Advisor Services. In this episode, Matt Ackermann is joined by CEO of Orion Advisor Services, Erik Clarke and Chief Behavioural Officer Daniel Crosby. Erik and Daniel discuss the behavioural … Continue reading Behavioural Finance Mindset With Eric Clarke and Daniel Crosby (27) →
Behavioral Finance Mindset With Eric Clarke and Daniel Crosby (27)
January 26, 2022 11:00 - 18 minutes - 24.7 MBWhen choosing financial advisors to invest with, it is important they care about your wants and needs when trusting them with your finances. Start with Orion Advisor Services. In this episode, Matt Ackermann is joined by CEO of Orion Advisor Services, Erik Clarke and Chief Behavioural Officer Daniel Crosby. Erik and Daniel discuss the behavioural … Read More Read More
26. Real Impact With Investments With Gabe Rissman
January 12, 2022 11:00 - 23 minutes - 32.7 MBEveryone wants to have some kind of impact on the world. Start with your own portfolio. In this episode, Matt Ackermann is joined by president of YourStake.org, Gabe Rissman. Gabe discusses creating an impact through investments and how your portfolio can reflect your personal views. He reveals the struggle of convincing clients that ESG is … Read More Read More
25. The Definition Of Innovation With Marc Butler
December 29, 2021 11:00 - 25 minutes - 35.3 MBThey say imitation is the greatest form of flattery. But sometimes you need to try the road less traveled for great innovation. In this episode, Matt Ackermann is joined by the President & Chief Operating Officer of Skience, Marc Butler. Marc reveals the big I and the little I of innovation, how your team contributes … Read More Read More
25. The Definition Of Innovation With Mark Butler
December 29, 2021 11:00 - 25 minutes - 35.3 MBThey say imitation is the greatest form of flattery. But sometimes you need to try the road less traveled for great innovation. In this episode, Matt Ackermann is joined by the President & Chief Operating Officer of Skience, Mark Butler. Mark reveals the big I and the little I of innovation, how your team contributes … Continue reading 25. The Definition Of Innovation With Mark Butler →
24. There Are No Bad Ideas In Marketing With Robert Sofia
December 15, 2021 11:00 - 42 minutes - 59 MBPutting the spotlight on yourself and marketing your services sounds logical. But for financial advisors, it’s not as easy to put themselves out there. In this episode, Matt Ackermann is joined by Robert Sofia, chairman, and CEO of Snappy Kraken. Robert shares his worst marketing ideas, revealing how one bad idea can lead to several … Read More Read More
23. Plan For Retirement With A Retirement Plan Expert With Jason Grantz
December 01, 2021 11:00 - 20 minutes - 28.6 MBSeveral decades ago retirement planning was as simple as signing up for your company’s pension plan. Now, less than 70% of people have access. In this episode, Matt Ackermann is joined by Jason Grantz, a recent addition to Integrated Partners. Jason clarifies several myths and misconceptions surrounding retirement planning and discusses how modern retirement planning … Read More Read More
22. The Journey Into The Unknown With David Kline And Robert Sandrew Chief Growth Officer
November 10, 2021 11:00 - 22 minutes - 30.6 MB50% of advisors are looking to make or are planning a move. Are you ready to make a change? In this episode, Matt Ackermann is joined by Robert Sandrew, Chief Growth Officer and David Kline of Integrated Partners. They discuss the importance of change for clients and advisors and the benefit of evolution. David shares … Read More Read More
21. How To Empower The Fearful Investor With Aaron Klein
October 20, 2021 11:00 - 31 minutes - 43.5 MBThere is an inherent risk to any investment. But selling as soon as you see red won’t increase your clients’ gains. In this episode, Matt Ackermann is joined by Aaron Klein, co-founder, and CEO of Riskalyze. Aaron discusses how financial advisors deal with investment risk and the impact it has on their clients. He reveals … Read More Read More
20. Turn Visions Of Growth Into Reality With Paul Saganey and Angie Herbers
September 29, 2021 11:00 - 36 minutes - 50.7 MBGrowth is complex. Growth is an aspiration, a hope but few have a real strategy on how, where and most importantly why they want to grow. In this episode, Matt Ackermann is joined by Paul Saganey, president and founder of Integrated Partners, and Angie Herbers, Managing Partner at Herbers & Company. Together they discuss the … Read More Read More
19. The Critical Superpower Of Financial Advisors With Jay Coulter
September 09, 2021 11:00 - 30 minutes - 42.1 MBResilient. Able to withstand or recover quickly from difficult circumstances. How can you apply resiliency to your personal and professional life? In this episode, Matt Ackermann is joined by Jay Coulter, CFP®, CIMA®, and host of The Resilient Advisor Podcast. Jay shares why resiliency is a critical superpower for financial advisors and how resiliency benefits … Read More Read More
18. CRM – The Central Nervous System to a Great Advisory Practice with Brian McLaughlin
August 26, 2021 11:00 - 39 minutes - 54.9 MBWhat makes an advisory practice great, and holds everything together? The answer – CRM. In this episode, Matt Ackermann is joined by Brian McLaughlin, CEO of Redtail. Matt and Brian discuss Brian’s journey to creating Redtail and how he saw the need for advisors to strengthen client relationships, improve efficiency, and how this led to … Read More Read More
17. Working as an Independent Advisor with Louis Diamond & Robert Sandrew
August 12, 2021 11:00 - 30 minutes - 42.4 MBNow, more than ever, advisors have options and opportunities to put them ahead of the competition. In this episode, Matt Ackermann is joined with Louis Diamond of Diamond Consultants and Robert Sandrew of Integrated Partners as they discuss the process of making the move to being an independent advisor. Matt, Louis and Robert discuss what … Read More Read More
16. How To Use a Podcast to Successfully Tell Your Story With Matt Halloran
July 29, 2021 11:00 - 38 minutes - 24.7 MBThinking about starting a podcast? If so, you probably have a lot of questions, like: “How do I get started”, or “How will I get people to listen?” and “Will I be successful?” In this episode, Matt Ackermann talks to Matt Halloran, co-founder and chief relationship officer at ProudMouth, about how podcasting allows you to … Read More Read More
15. Being Comfortable In Front of the Camera With Matt Bleistein
July 15, 2021 11:00 - 18 minutes - 26.1 MBIt can be intimidating to get in front of the camera for the first time to record. You might feel awkward and not sure what to say or how to act. In this episode, Matt Ackermann invites Matt Bleistein onto the show. Matt Bleistein is the man behind the camera for Matt Ackermann and shares … Read More Read More
14. The Lifetime Income Model with Phil Lubinski & Raymond Lucas
July 01, 2021 11:00 - 32 minutes - 44.2 MBGreat ideas are those that address real needs and necessities for consumers. Great ideas require lots of courage and faith. In this episode, Matt Ackermann sits down with Phil Lubinski and Raymond Lucas to discuss the idea behind the lifetime income model. Phil and Raymond developed a financial planning model that changed the way advisors … Read More Read More
13. Helping Business Owners Get The Most With Their Businesses With Rich Austin & Homer Smith
June 17, 2021 11:00 - 24 minutes - 33.7 MBAs a business owner, there are lots of things that you need to be considering and it can all be made easier when you have support on your side. In this episode, Matt Ackermann is joined by Rich Austin and Homer Smith, Integrated Partner’s business owner solutions team, as they discuss the challenges business owners … Read More Read More
12. The Breakaway Advisor With Todd Bessey & Robert Sandrew
June 10, 2021 11:00 - 22 minutes - 13.9 MBTaking the leap of faith as an advisor moving from one firm to another can cause sleepless nights asking yourself many questions about whether or not it is the right thing to do. In this episode, Matt Ackermann sits down with Todd Bessey of Creidim Wealth and Rob Sandrew of Integrated partners, to discuss the … Read More Read More
Episode 11 – Understanding Compliance – with guest John Cataldo
May 27, 2021 11:00 - 25 minutes - 35.6 MBCompliance departments can often get a bad reputation and be seen as the bad guys within a company. In reality, they are ensuring that all communication made within the organization stays within set regulations. In this episode, Matt Ackermann is joined by John Cataldo, chief legal officer with Integrated Partners, and they dive into compliance. … Read More Read More
Episode 10 – Long-Term Impacts on Independent Advisors – with guest Brian Hamburger
May 13, 2021 23:50 - 27 minutes - 37.6 MBThe COVID-19 Global Pandemic is something that nobody saw coming, but it is causing long-term impacts on advisors within the independent wealth management space. In this episode, Matt Ackermann sits down with Brian Hamburger as they discuss the outside forces impacting independent advisors. Matt and Brian discuss the changes that have occurred within the independent … Read More Read More
Episode 9 – The Young Advisor – with Taylor Schulte and Michael Mohr
April 22, 2021 07:00 - 24 minutes - 34.1 MBBeing a young advisor in an industry dominated by older generations can be tough, but it also brings many new opportunities to the field. In this episode, Matt Ackermann sits down with Taylor Schulte of Define Financial and Michael Mohr of the Mohr Financial Group. The trio dives into conversation on the impact that the … Read More Read More
Episode 8 – The New Age of Recruitment – with Robert Sandrew and Ryan Shanks
April 08, 2021 07:00 - 28 minutes - 39.8 MBFinancial advisors looking to join a partner have personal expectations as well as their recruiters. In this episode, Matt Ackermann is joined by Robert Sandrew, chief growth officer at Integrated Partners, and Ryan Shanks, co-founder of FA Match. Matt, Robert and Ryan dive into how recruitment has evolved during COVID, revealing what companies are looking … Read More Read More
Episode 7 – Evolution for Progress – with Kate Healy
March 25, 2021 03:00 - 22 minutes - 30.6 MBWhat works today won’t lead us to tomorrow. In this episode, Matt Ackerman is joined by Kate Healy, former managing director at TD Ameritrade and currently chair of the Foundation for Financial Planning. Kate reveals changes happening within the financial industry and what you need to think about for the future. In this episode, you … Read More Read More