July 2021 – Perfectly Integrated

16. How To Use a Podcast to Successfully Tell Your Story With Matt Halloran

By perfectlyintegrated | July 29, 2021

Thinking 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 connect with your audience on a personal level by sharing your knowledge and stories. Matt Halloran shares his passion for working with podcasters and explains how those passions turned into ProudMouth –– a company that accelerates industry experts’ influence through podcasting and social media.

Matt discusses:

How advisors and industry experts can create podcasts that are valuable and successful using the Perfect Podcast Formula
The importance of setting short-, medium-, and long-term goals
Advice for advisors on how to constantly improve within the podcasting space
Common issues that advisors face when creating a podcast
And more

Resources:

Connect With Matt Halloran:

Connect With Matt Ackermann:

About Our Guest:

Matt Halloran got started in the financial services industry 20 years ago as a certified life and business coach. As he became immersed in his client’s biggest needs, he built his knowledge and expertise as a financial branding and social media expert. More recently, Matt has added podcasting to that list. Matt respects how tough it is to be great and effective at marketing while running a practice, living a life, and loving a family. He teaches advisors how to be themselves, let their passions shine through, and create strong brands that resonate with ideal prospects and centers of influence.

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.

Matt Halloran is the Chief Relationship Officer with ProudMouth and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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15. Being Comfortable In Front of the Camera With Matt Bleistein

By perfectlyintegrated | July 15, 2021

It 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 some advice with you about what you should do when you first record.

Matt discusses:

Advice on how you can get comfortable in front of the camera
The most common mistake that people make on camera
Suggestions for advisors who want to start doing something different
One thing he wishes everyone knew before the camera begins rolling
And more

Connect With Matt Bleistein:

About Our Guest:

Matt is a freelance video content producer with 10+ years of professional experience as a producer, director, director of photography and editor. Matt started out in the independent film world in New York City doing pretty much every job on set from boom operator to line producer. One day the corporate world called, and for the last seven years or so he has created award-winning content in and around the financial services arena.

Disclosure:

Matt Bleistein is a Freelance Video Producer & Editor and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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14. The Lifetime Income Model with Phil Lubinski & Raymond Lucas

By perfectlyintegrated | July 1, 2021

Great 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 work with their clients. The trio talk about this model and how it transitioned from a great idea to a successful tool.

Phil & Raymond discusses:

What the Lifetime Income Model is and how it works
The ideation process of the Lifetime Income Model
How clients reacted to the introduction of the model
What they would have done differently in the creation of the model
And more

Connect With Phil Lubinski:

Connect With Raymond Lucas:

LinkedIn: Raymond Lucas

Connect With Matt Ackermann:

About Our Guests:

Phil has spent over 30 years as a financial advisor, serving almost exclusively retirement income planning clients. He has trained thousands of advisors from around the country on his time-segmented retirement income strategy

As the Senior Vice President of Financial Planning and Training, Raymond supports IFP’s mission of providing a long-term approach to clients’ financial planning needs. Through training and case design experience, Raymond ensures diligence, research and careful consideration are the foundation of every plan designed and implemented.

Phil Lubinkski is the Founder and Head of Retirement at WealthConductor and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

Disclosure:

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