Month: June 2021

FEATURE
13. Helping Business Owners Get The Most With Their Businesses With Rich Austin & Homer Smith

13. Helping Business Owners Get The Most With Their Businesses With Rich Austin & Homer Smith

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As 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 face. Rich and Homer give advice to business owners to help them prepare to make the bigger decisions within the business.

Rich & Homer discusses:

  • What inspired them to begin working with business owners
  • The biggest challenges that business owners face
  • How business owners can prepare to make decisions they never have had to before
  • The process of selling a business
  • And more

Connect With Rich Austin & Homer Smith:

Connect With Matt Ackermann:

About Our Guests:

With over 20 years of industry experience, Rich Austin is the Executive Director of Integrated Partners, serving as a national resource to Integrated advisors, Professional Partners, and clients. Rich consults with high-net-worth clients and business owners on estate planning, charitable planning, business succession planning and tax planning strategies. 

Homer is a Private Wealth Advisor with over 18 years of industry experience. Homer has dedicated his practice to working with business owners and families of wealth with complex financial planning needs. Unlike traditional advisors, Homer provides a deeper level of service for clients, going beyond investment management and traditional retirement planning to focus on advanced planning areas like wealth transfer, risk management, tax mitigation and philanthropy as well as personal development and family wealth planning. 

Disclosure:

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.

Homer Smith is Private Wealth Advisor with Konvergent Wealth Partners and is a separate entity and not affiliated with LPL Financial.

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FEATURE
12. The Breakaway Advisor With Todd Bessey & Robert Sandrew

12. The Breakaway Advisor With Todd Bessey & Robert Sandrew

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Taking 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 process of taking that leap of faith. The three dive into conversation about Todd’s experience taking the leap and how Rob was there every step of the way!

Todd and Rob discuss:

  • Todd’s story of taking the leap of faith
  • The process advisors should follow when making the switch
  • How Integrated can assist in making the transition from one firm to another
  • The importance of understanding what you should be doing in advance of the transition
  • And more

Connect With Todd Bessey:

Connect With Robert Sandrew:

Connect With Matt Ackermann:

About Our Guests:

Todd Bessey is a tenured and credentialed wealth advisor with over 30 years of experience. Todd has dedicated his practice to helping retirees, independent women, and business owners manage complex financial planning needs. Todd’s mission is simple: To serve his clients in the most caring, comprehensive and efficient way possible while implementing a disciplined and objective financial planning process with transparency and integrity.

Robert Sansrew takes pride in his ability to build relationships through transparency, trust and an understanding of the industry – and advisors. Over the course of Rob’s career, he has had the opportunity to get an inside look into many large advisory firms and their value propositions. Armed with this knowledge, Rob quickly came to recognize the uniqueness of Integrated Partners, its platform and its culture. This is simply put an “advisor-first” organization.

Disclosure:

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.

Todd Bessey is the founder of Creidim Wealth and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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