Month: February 2021

Episode 5 – The Culture of Businesses – with Andree Peterson and George Moriarty

Episode 5 – The Culture of Businesses – with Andree Peterson and George Moriarty

Culture is a word often used, but how critical is culture for a company?

In this episode, Matt Ackermann is joined by Andree Peterson, chief implementation officer at Integrated Partners and George Moriarty, chief content officer at Investment News. Discover what culture is within a company and the importance of fostering a culture.

In this episode, you will learn:

  • What culture means for a company
  • How zoom has benefited culture
  • The importance of a safe environment to communicate within
  • The key to a great culture
  • And more!

Play this episode to learn more about the role of culture within your company!

Resources: Matt Ackermann | Integrated Partners | George Moriarty | Investment NewsAndree Peterson 

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.

George Moriarty is the Chief Content Officer of Investment News and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

Episode 4 – 2021 And Beyond – with Mark Bruno and Robert Sandrew

Episode 4 – 2021 And Beyond – with Mark Bruno and Robert Sandrew

2020 has become historic for all the wrong reasons, but what if we found the right reason to call it historic? 

In this episode, Matt Ackermann is joined by Mark Bruno from Echelon Partners and Integrated Partners own Robert Sandrew. Together they review how COVID has impacted the wealth management industry and what the future may look like for the industry.

In this episode, you will learn:

  • How COVID has impacted wealth management
  • What ideas developed during the quarantine
  • How business models have evolved
  • A glimpse at what the industry could look like in five years
  • And more!

Play this episode to learn more about the historic achievements made in 2020 for wealth management and what 2021 may look like.

Resources:   Matt Ackermann | Integrated Partners | Mark Bruno | Echelon Partners | Robert Sandrew 

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 Bruno is a consultant with Echelon Partners and is a separate entity and not affiliated with Integrated Partners and LPL Financial.