Month: March 2021

FEATURE
Episode 7 – Evolution for Progress – with Kate Healy

Episode 7 – Evolution for Progress – with Kate Healy

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What 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 will learn:

  • How the financial industry has evolved
  • What the next generation of clients is looking for
  • The infrastructure of a firm
  • The importance of diversity
  • And more!

Discover the necessary ideas to evolve the financial industry with Kate Healy, chair of the Foundation for Financial Planning!

Resources: Matt Ackermann | Integrated Partners | Foundation for Financial Planning | Kate Healy

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.

Kate Healy is the Board Chair at Foundation for Financial Planning and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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FEATURE
Episode 6 – The Evolution of Innovation with Edmond Walters

Episode 6 – The Evolution of Innovation with Edmond Walters

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Innovation is a word that’s often overused and even more frequently missed completely. 

In this episode, Matt Ackermann is joined by Edmond Walters, CEO and co-founder of Apprise Labs and founder and former CEO of eMoney Advisors. Edmond shares his knowledge and insight into the evolution of business and what innovation truly is.

In this episode, you will learn:

  • What is innovation
  • How customers impact the services provided
  • The role of innovation in business
  • The importance of communicating with your clients
  • And more!

Discover the truth about innovation from Edmond Walters, CEO and co-founder of Apprise Labs, in this episode of Perfectly Integrated!

Resources: Matt Ackermann | Integrated Partners | Apprise Labs | eMoney Advisors | Edmond Walters

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.

 Edmond Walters is the CEO and co-founder of Apprise Labs and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More