Month: September 2021

20. Turn Visions Of Growth Into Reality With Paul Saganey and Angie Herbers

20. Turn Visions Of Growth Into Reality With Paul Saganey and Angie Herbers

Growth is complex. Growth is an aspiration, a hope but few have a real strategy on how, where and most importantly why they want to grow.

In this episode, Matt Ackermann is joined by Paul Saganey, president and founder of Integrated Partners, and Angie Herbers, Managing Partner at Herbers & Company. Together they discuss the terrifying topic of business growth, sharing the importance of creating a vision of your business’s future and how to turn that vision into reality.

Paul and Angie discuss:

  • The complexities of growing your business
  • The importance of separating you from your business
  • The first step in building your vision
  • The benefits of asking for help within the industry
  • And more

Connect With Paul Saganey:

Connect With Angie Herbers:

Connect With Matt Ackermann:

About Our Guests:

Paul Saganey:

As a practicing advisor for over 30 years I understand what its like to build a strong practice and deepen my existing relationships. When I launched integrated in 1996, it was my goal to build, alongside my fellow advisors, an organization that offers vision, support and direction for the future growth of our practices. By collaborating with industry professionals and my peers, I research the economic and regulatory landscape to successfully reach that goal.

Angie Herbers:

Nearly two decades ago, I created Herbers & Company to serve as the trusted consultant to the leaders of the financial advisory industry. We help advisory firms grow by creating and executing management growth strategies to capitalize on opportunities in, leadership, corporate finance, operations, technology, the client experience, human capital management, sales and marketing.

My passion professionally is to expand the growth possibilities of all advisory firms across the globe. I started our consulting firm nearly two decades ago to help expand what was possible with career tracks, human capital, talent and cultures. Over the years we have expanded our business to go beyond what human capital can do alone. I am a creative entrepreneur at my core and I believe anything is possible. You simply have to want to make it possible, and people make it so.

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.

Angie Herbers, Managing Partner at Herbers & Company and Integrated Partners are separate entities and not affiliated with LPL Financial

19. The Critical Superpower Of Financial Advisors With Jay Coulter

19. The Critical Superpower Of Financial Advisors With Jay Coulter

Resilient. Able to withstand or recover quickly from difficult circumstances. How can you apply resiliency to your personal and professional life?

In this episode, Matt Ackermann is joined by Jay Coulter, CFP®, CIMA®, and host of The Resilient Advisor Podcast. Jay shares why resiliency is a critical superpower for financial advisors and how resiliency benefits your personal and professional business.

Jay discusses:

  • What resiliency means for financial advisors
  • The three forms of resiliency
  • His advice for financial advisors struggling with mental health
  • The role  social media plays in gaining new clients
  • And more

Resources:

The Resilient Advisor: How Financial Advisors Build Resilience in Business & Life by Jay Coulter

Connect With Jay Coulter:

Connect With Matt Ackermann:

About Our Guest:

Jay Coulter’s professional mission is to have a significant impact on the retirement crisis by educating and empowering financial advisors to better serve their clients. He produces The Resilient Advisor Show as a platform to help promote ideas, strategies and resources that equip financial advisors to this end. Jay has authored 3 books including The Resilient Advisory Business and The Resilient Advisor.

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.

Jay Coulter is Partner at Resilient Wealth and show host for Resilient Advisor and is a separate entity and not affiliated with Integrated Partners and LPL Financial.