January 2023 – Perfectly Integrated

The CrossFit and Finance Crossover With Jessica Bost (Ep.43)

By perfectlyintegrated | January 18, 2023

There are a million moments that build trust with your clients, whether they are training in the gym or organizing their finances.

In this episode, Matt Ackermann has guest Jessica Bost, RICP® CrossFit trainer turned financial advisor on the podcast to share her journey from motivating clients in the gym, to motivating clients from a financial perspective.

Jessica discusses:

How she went from trainer to advisor
Her perspective on how helping people can build your own ego
The ways she deals with obstacles, and how she helps her clients get around them
How she views discipline and how she stays motivated
And more

Connect With Jessica Bost:

Connect With Matt Ackermann:

About Our Guest:

Mrs. Bost launched a financial planning firm, Wealth is Strength, in 2020, utilizing her keen understanding of the personal training landscape to create behavior-focused personal finance solutions for fitness-minded individuals wanting to learn how to intentionally build wealth.

Prior to that, her rapid growth from Administrative Assistant to COO/Planner of an independent advisory firm helped form her passion for structured planning as the integral piece of building wealth. Throughout her years in wealth management, Jess has also continued as a CrossFit coach and personal trainer. Helping individuals learn to build both wealth and health have become an indivisible part of her legacy and focus.

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.

Jessica Bost is Vice President of Brand Partnerships at Alpha Architect and is a separate entity and not affiliated with Integrated Partners and LPL Financial.

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The Advisors Growth Conundrum With Steve Sanduski (Ep. 42)

By perfectlyintegrated | January 4, 2023

Many advisors think they are growing their business effectively. The numbers show a different story. Why aren’t advisors growing the way they think they are?

In this episode, Matt Ackermann speaks with Steve Sanduski, Co-Founder and CEO of ROL Advisor and NYT Best Selling Author, on the lack of balanced growth within the advisor industry. Steve dives into the differences between organic and M&A growth and how they benefit businesses together rather than separately.

Steve discusses:

Why a lack of organic growth reduces a companies future growth
How have advisors changed the way they build their business
The importance of balancing organic growth with M&A growth
What can advisors do to start their journey towards growth
And more

Connect With Steve Sanduski:

Connect With Matt Ackermann:

Disclosure:

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial. 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. Steve Sanduski CEO Advisor Network, and all other mentioned individuals and entities are not affiliated with Integrated Financial Partners or LPL Financial.

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