Month: December 2021

FEATURE
25. The Definition Of Innovation With Marc Butler

25. The Definition Of Innovation With Marc Butler

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They say imitation is the greatest form of flattery. But sometimes you need to try the road less traveled for great innovation.

In this episode, Matt Ackermann is joined by the President & Chief Operating Officer of Skience, Marc Butler. Marc reveals the big I and the little I of innovation, how your team contributes small I’s to create bigger innovation, and the role of technology in innovation. He discusses some of the trends he has noticed with technology and wealth management and how current changes will impact the future.

Marc Butler discusses:

  • What is innovation
  • How technology reduces  the length of time spent transitioning a client
  • What are the big trends pointing towards the future
  • The role of FinTech within the wealth management industry
  • And more

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About Our Guest:

Marc oversees the business and technology teams at Skience. Marc is an expert in building organizations from the ground up, managing organizations through dynamic change and transformation, and improving company performance. He has held multiple financial technology leadership positions and has been involved in the development of numerous market-leading solutions throughout a 25-year career. 

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.

Marc Butler is President & Chief Operating Officer of Skience and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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FEATURE
24. There Are No Bad Ideas In Marketing With Robert Sofia

24. There Are No Bad Ideas In Marketing With Robert Sofia

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Putting the spotlight on yourself and marketing your services sounds logical. But for financial advisors, it’s not as easy to put themselves out there.

In this episode, Matt Ackermann is joined by Robert Sofia, chairman, and CEO of Snappy Kraken. Robert shares his worst marketing ideas, revealing how one bad idea can lead to several good ideas and literal versus creative marketing strategies. He discusses how he attempts to eliminate bias, focusing on who is the best compared to the number of African Americans in the company, and the impact it has on the overall company.

Robert discusses:

  • The importance of accepting your failures
  • How he tries to eliminate bias within his hiring process
  • Literal versus creative marketing
  • How to drive traffic towards your content
  • And more

Connect With Robert Sofia:

Connect With Matt Ackermann:

About Our Guest:

As founder, Chairman, and CEO, Robert oversees Snappy Kraken’s overall strategic direction.

During the past decade, Robert has supported thousands of companies across the spectrum of financial services including solo advisers, ensembles, family offices, broker dealers, custodians, TAMPs, insurance companies, and others.

Robert lives on Florida’s east coast with his wife of 19 years and their son. He loves coastal living and everything that goes along with it. His hobbies include boating, biking, cooking, and volunteering in the local community.

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.

Robert Sofia is Chairman and CEO of Snappy Kraken and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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FEATURE
23. Plan For Retirement With A Retirement Plan Expert With Jason Grantz

23. Plan For Retirement With A Retirement Plan Expert With Jason Grantz

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Several decades ago retirement planning was as simple as signing up for your company’s pension plan. Now, less than 70% of people have access.

In this episode, Matt Ackermann is joined by Jason Grantz, a recent addition to Integrated Partners. Jason clarifies several myths and misconceptions surrounding retirement planning and discusses how modern retirement planning has evolved as company’s reduce the number of people with access to a workplace retirement savings plan.

Jason discusses:

  • The challenges of modern day retirement plans
  • The importance of savings rates within your retirement plan
  • How the government and employers are working towards increased retirement coverage
  • The popularization of automated retirement savings plans
  • And more

Connect With Matt Ackermann:

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.

Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.

 

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