August 2021 – Perfectly Integrated

18. CRM – The Central Nervous System to a Great Advisory Practice with Brian McLaughlin

By perfectlyintegrated | August 26, 2021

What makes an advisory practice great, and holds everything together?

The answer – CRM.

In this episode, Matt Ackermann is joined by Brian McLaughlin, CEO of Redtail. Matt and Brian discuss Brian’s journey to creating Redtail and how he saw the need for advisors to strengthen client relationships, improve efficiency, and how this led to creating an integratable CRM tool that helps so many advisors and companies get and stay organized .

Brian discusses:

What inspired him to create Redtail
How advisors can interact with a CRM tool and why so many don’t use it to its full potential
What’s to come in the industry and how Redtail will adapt to the changes
What he wishes he could have done differently as an entrepreneur
And more

Connect With Brian McLaughlin:

Connect With Matt Ackermann:

About Our Guest:

Redtail co-founder Brian McLaughlin believed from the beginning that their CRM solution could satisfy an unmet need in the industry: a web-based client relationship management tool to provide advisors anytime, anywhere access to their client and calendar data.

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.

Brian McLaughlin is CEO of Redtail and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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17. Working as an Independent Advisor with Louis Diamond & Robert Sandrew

By perfectlyintegrated | August 12, 2021

Now, more than ever, advisors have options and opportunities to put them ahead of the competition.

In this episode, Matt Ackermann is joined with Louis Diamond of Diamond Consultants and Robert Sandrew of Integrated Partners as they discuss the process of making the move to being an independent advisor. Matt, Louis and Robert discuss what goes into making the move, and why now might be the best time to do it.

Louis & Robert discuss:

Why more advisors are making the move to being independent as a result of the COVID-19 Pandemic
Why some advisors are in neutral and do not want to transition to independence
What advisors could be doing to get more comfortable with the idea of becoming independent
What to expect from advisors moving into 2021 and beyond
And more

Connect With Louis Diamond:

Connect With Matt Ackermann & Robert Sandrew:

About Our Guests:

Louis Diamond has guided many of the top teams in the industry as they’ve transitioned to another employee-model firm or launched RIA firms. As a next generation leader for Diamond Consultants, Louis has a first-hand understanding of the needs and requirements of complex multi-generational teams.

Robert Sandrew supports Integrated Partner’s growth by overseeing recruiting initiatives within the organization. Using his deep bench knowledge of the financial industry, Robert applies a consultative approach in assisting advisors in assessing their business model options.

Disclosure:

Louis Diamond is president of Diamond Consultants and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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