Month: December 2020

FEATURE
Episode 3 – Looking Back and Moving Forward — With David Canter

Episode 3 – Looking Back and Moving Forward — With David Canter

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2020 has forced us to look at how we conduct business and evolve. What does the future look like?

In this episode, Matt Ackermann is joined by David Canter, executive vice president of Fidelity Investments. David shares his knowledge from 2020 and the lessons he learned from this pandemic experience. Discover how the financial industry has evolved and will continue to evolve into 2021.

In this episode, you will learn:

  • The lessons that David learned throughout the year
  • What the future of financial advisors is in this new virtual environment
  • The importance of growth within the financial industry
  • How important inclusion is in financial services
  • And more!

Tune in as David Canter looks back at 2020 and towards the future of the financial industry.

Resources:  Matt Ackermann | Integrated Partners | David Canter | Fidelity Investments

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

David Canter of Fidelity Investments is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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FEATURE
Episode 2 – Evolution In The Face Of Adversity – with Mark Tibergien

Episode 2 – Evolution In The Face Of Adversity – with Mark Tibergien

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With COVID changing nearly everything about how we live our daily lives, we have learned to adapt to this new normal.

In this episode, Matt Ackermann is joined by Mark Tibergien, retired CEO of Pershing Advisor Solutions. Mark shares his experience as an advisor and the influence advisors can have on individuals. 

In this episode, you will learn:

  • The role of a financial advisor during times of crisis
  • How you can differentiate between good financial professionals and “pretenders”
  • The importance of learning basic financial independence
  • The evolution of technology within the financial advisor industry
  • And more!

Play this episode to hear more about the evolution of financial services during a crisis!

Resources:  Matt Ackermann | Integrated Partners | Pershing Advisor Solutions ❘ Mark Tibergien 

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.  Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

 

Mark Tibergien is a consultant and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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