Category Archives: Investing

FEATURE

Episode 8 – The New Age of Recruitment – with Robert Sandrew and Ryan Shanks



Financial advisors looking to join a partner have personal expectations as well as their recruiters.

In this episode, Matt Ackermann is joined by Robert Sandrew, chief growth officer at Integrated Partners, and Ryan Shanks, co-founder of FA Match. Matt, Robert and Ryan dive into how recruitment has evolved during COVID, revealing what companies are looking for when hiring as well as what advisors are looking for in a firm.

In this episode, you will learn:

  • How recruiters know when someone is ready to make the move and not just kicking the tires
  • Why advisors are looking to move and are they doing their research beforehand
  • What is on the checklist to actually commit to a move
  • What is ahead in the recruiting industry as we emerge from the pandemic
  • And more!

Play this episode to learn more about expectations from both sides of the recruitment coin!

Resources: Matt Ackermann | Integrated Partners | Robert Sandrew | FA Match | Ryan Shanks

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.

Ryan Shanks is the Co-Founder & CEO of FA Match and is a separate entity and not affiliated with Integrated Partners and LPL Financial.


FEATURE

Episode 7 – Evolution for Progress – with Kate Healy



What works today won’t lead us to tomorrow.

In this episode, Matt Ackerman is joined by Kate Healy, former managing director at TD Ameritrade and currently chair of the Foundation for Financial Planning. Kate reveals changes happening within the financial industry and what you need to think about for the future.

In this episode, you will learn:

  • How the financial industry has evolved
  • What the next generation of clients is looking for
  • The infrastructure of a firm
  • The importance of diversity
  • And more!

Discover the necessary ideas to evolve the financial industry with Kate Healy, chair of the Foundation for Financial Planning!

Resources: Matt Ackermann | Integrated Partners | Foundation for Financial Planning | Kate Healy

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.

Kate Healy is the Board Chair at Foundation for Financial Planning and is a separate entity and not affiliated with Integrated Partners and LPL Financial.


FEATURE

Episode 2 – Evolution In The Face Of Adversity – with Mark Tibergien



With COVID changing nearly everything about how we live our daily lives, we have learned to adapt to this new normal.

In this episode, Matt Ackermann is joined by Mark Tibergien, retired CEO of Pershing Advisor Solutions. Mark shares his experience as an advisor and the influence advisors can have on individuals. 

In this episode, you will learn:

  • The role of a financial advisor during times of crisis
  • How you can differentiate between good financial professionals and “pretenders”
  • The importance of learning basic financial independence
  • The evolution of technology within the financial advisor industry
  • And more!

Play this episode to hear more about the evolution of financial services during a crisis!

Resources:  Matt Ackermann | Integrated Partners | Pershing Advisor SolutionsMark Tibergien 

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.

 

Mark Tibergien is a consultant and is a separate entity and not affiliated with Integrated Partners and LPL Financial.


FEATURE

Episode 1 – Are You Stirring the Pot While You Stir The Pot? – With Dr. Daniel Crosby



How many times have you heard to never bring politics up with your family? Ignore every time that you’ve heard that—talking about sensitive subjects can actually help you build stronger relationships. 

In this premiere episode of Perfectly Integrated, Matt Ackermann is joined by Dr. Daniel Crosby who shares some tips and tricks to how you can discuss politics with your family this holiday season in a healthy and productive way. 

In this episode you will learn:

  • How 2020 has primed us for emotional conversations
  • Do’s and don’ts to remain civil at the dinner table
  • How you can prepare yourself for political discussions
  • How to stop a political conversation that is going nowhere
  • And more!

Tune in now to discover how you can make your Thanksgiving run smoothly while having political conversations! 

Resources:  Matt Ackermann | Integrated Partners |Dr. Daniel Crosby | The Righteous Mind

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.