Month: April 2022

FEATURE
Find The Who’s And Trust The Process With Andree Mohr and John Pastore (Ep. 33)

Find The Who’s And Trust The Process With Andree Mohr and John Pastore (Ep. 33)

By |

When an advisor is building a business, it is easy to become swept up in what they think are fires, instead of growing their business. What they are missing is the importance of sticking to a process and finding professionals who can help build their referrals.

In this episode, Matt Ackermann is joined by Andree Mohr, Chief Implementation Officer and John Pastore, Senior Vice President & Private Wealth Manager of Integrated Partners. The trio discuss why building a business in rainmaking is difficult for advisors and how they can develop their practice through partnerships with CPAs. Andree and John reveal the key components to a successful partnership for both parties.

Andree and John discuss:

  • How working with centers of influence can be the answer to finding referrals
  • Why advisors need to trust the process
  • How to overcome hurdles in relationships between advisors and CPAs
  • The importance of putting in the work
  • And more

Connect with Andree Mohr:

Connect With John Pastore:

Connect With Matt Ackermann:

About Our Guests:

Andree Mohr takes great pride in her ability to effectively transition advisors to Integrated, creating a smooth process for all involved. Our partner firms have made an important decision by choosing Integrated Partners. Having managed the transition of over 160 advisors and 50,000+ client accounts, Andree has witnessed first-hand how crucial it is to maintain discipline, apply a strong process and ensure that she is with our new team members every step of the way as they come aboard.

John Pastore’s background traces his roots back to Marriott International where a “spirit to serve” was drilled into him. This ethic led to him being promoted to Director of National Accounts where he held relationships with some of Marriott’s biggest clients. John brought that same dedication and philosophy to Integrated while building the Professional Partner Program. 

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.

 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE
The Right Technology For The Job With Joel Bruckenstein (Ep.32)

The Right Technology For The Job With Joel Bruckenstein (Ep.32)

By |

Technology like Zoom has become a staple in the workplace. While it may have been difficult for some, finding and understanding beneficial technology for each task allows advisors to adapt to client demand in the modern world.

In this episode, Matt Ackermann is joined by president of T3 Technology and T3 advisor conference producer, Joel Bruckenstein. Joel shares his expertise in technology, finding the right software and understanding the tools to use in reaching different goals.

Joel discusses:

  • How the pandemic changed the perspective and use of technology
  • The two types of advisors in adapting to technology
  • Why education on technology is important for advisors
  • How to evaluate the proper software for your uses
  • And more

Connect With Joel Bruckenstein:

Connect With Matt Ackermann:

About Our Guest:

Joel P. Bruckenstein, CFP®, is an internationally recognized expert on applied technology for financial professionals and Publisher of Technology Tools for Today (T3) — formerly Virtual Office News, now dubbed the T3 Tech Hub.

He is also the producer of the annual T3 Advisor Conference, the premier technology conference for independent financial advisors, as well as the T3 Enterprise Conference, an annual gathering of top executives from independent broker/dealers and large RIAs. He also hosts other technology summits in partnership with thought leaders in the financial services industry (e.g., Brian Hamburger of MarketCounsel) and his own by-invitation-only fintech summit every summer. In 2020, Bruckenstein will produce for the first time a new one-day intensive called T3 Cyber University.

Bruckenstein has for more than twenty years advised financial service firms of all sizes on improving their technologies, processes and workflows.

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.

Joel Bruckenstein is the president of T3 Technology and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More