Month: July 2022

FEATURE
How Recessions Opened Possibilities For Independent Practices With Brad Bueermann (Ep. 37)

How Recessions Opened Possibilities For Independent Practices With Brad Bueermann (Ep. 37)

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In moments of crisis, you can steer off the cliff’s edge or skid to a stop and look over the edge. The mindset of entrepreneurs has changed to reflect on past mistakes and their impact on the industry’s future.

In this episode, Matt Ackermann is joined by Brad Bueermann, CEO of FP Transitions, in discussing the RIA industry, the current path of RIA businesses and what the mindset shift of the industry will look like after one of the steepest recessions.

Brad discusses:

  • How is the threshold for RIA business success
  • The difference between a purchase and an investment in businesses
  • The possible increase in consolidation within RIA businesses
  • What does the future of RIA business look like
  • And more

Connect With Brad Bueermann:

Connect With Matt Ackermann:

About Our Guest:

Brad is a nationally recognized speaker and thought leader on matters of business value, equity management, and mergers and acquisitions for independent financial professionals. Brad’s forward-thinking and groundbreaking work on building enterprise value and creating sustainable firms has made him an important thought leader in the industry, and a frequent conference speaker.

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.

Brad Bueermann is CEO of FP Transitions and is a separate entity and not affiliated with Integrated Partners and LPL Financial.



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FEATURE
The Two F’s Of Financial Planning With Paul Saganey (Ep.36)

The Two F’s Of Financial Planning With Paul Saganey (Ep.36)

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There are two major F words often used to answer why people save: family or future.

In this episode, Matt Ackermann is joined by Paul Saganey, President and Founder of Integrated Partners, as well as a good friend, in discussing why people save and the role of family and future within financial planning.

Paul discusses:

  • What inspires financial savings
  • The importance of having the right people for the right job
  • How financial planners have evolved with the clients
  • Why family is important in financial planning
  • And more

Connect With Paul Saganey:

Connect With Matt Ackermann:

About Our Guest:

As a practicing advisor for over 30 years, Paul Saganey understands what it’s like to build a strong practice and deepen existing relationships. When he launched integrated in 1996, it was his goal to build, alongside fellow advisors, an organization that offers vision, support and direction for the future growth of their practices. By collaborating with industry professionals and his peers, Paul researches the economic and regulatory landscape to move towards that goal.

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.

 

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